Relationship Banker 2 - Dana Drive - 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
Domain
Retail Banking
Deliverable
product features
Required skills
proactive client outreach, financial needs assessment, account opening/closing, loan origination, digital product education, credit application processing
Preferred skills
sales campaign experience, digital self-service technology proficiency, advanced recommendation skills, retail banking industry experience
Technologies
digital banking platforms, self-service technologies, credit application systems
Responsibilities
Greet clients and process basic transactions, open new consumer and business accounts, originate and close consumer loans, educate clients on digital products, develop partnerships with branch team members
Seniority
Mid-level IC