Relationship Banker 1 - Market Street - Redding, CA
Core
Relationship Banker building face-to-face relationships with customers to assess banking needs, process account information, and recommend financial solutions.
Role type
Retail Relationship Banker
Builds
Consumer and business banking accounts, consumer loans, and financial solutions for individual clients
Domain
Retail Banking / Consumer Finance
Deliverable
product features
Required skills
proactive client outreach, financial needs assessment, account opening/closing, loan origination, digital product education, regulatory compliance (NMLS/SAFE Act)
Preferred skills
retail banking experience, customer service, digital product proficiency, financial services industry experience
Technologies
digital banking platforms, self-service technologies, NMLS registration systems
Responsibilities
Greet clients and process basic transactions, open new consumer and business accounts, originate and close consumer loans, educate clients on digital products, maintain working knowledge of banking products and services
Seniority
Entry-level to Junior (<4 years experience)