Senior Relationship Banker - Zinfandel - Rancho Cordova, CA (38hrs)
Core
Build and foster relationships with retail and business clients by assessing their financial needs, recommending deposit and loan products, and originating consumer loans.
Role type
Senior Relationship Banker (Retail Banking)
Builds
Consumer and business accounts, consumer loans, and financial solutions for individual customers
Domain
Retail Banking / Consumer Finance
Deliverable
product features
Required skills
proactive client outreach, financial needs assessment, loan origination, account opening/closing, digital product education, regulatory compliance (NMLS/S.A.F.E. Act)
Preferred skills
sales campaign experience, digital self-service technology proficiency, advanced retail banking policy knowledge
Technologies
digital banking platforms, self-service technologies, NMLS registration systems
Responsibilities
Greet clients and process basic transactions, open new consumer and business accounts, complete service requests and submit credit applications, educate clients on emerging digital products, develop partnerships with branch team members
Seniority
Senior, hands-on IC