CareerPlan

Bilingual Relationship Banker 1 - Montclair, CA (35hrs) - Bilingual Spanish and English

Montclair, CA, USFull-time2026-10-07 → 2026-11-12
Based in United States

Core

Builds and fosters relationships with clients by meeting face to face, assessing banking needs, and recommending financial solutions.

Role type

Relationship Banker

Builds

Consumer and business accounts, consumer loans, and branch services

Domain

Retail Banking

Deliverable

product features

Required skills

Bilingual Spanish and English, customer relationship building, financial product knowledge, account opening, loan origination

Preferred skills

Retail banking experience, digital product proficiency, proactive outreach

Technologies

Digital banking platforms, self-service technologies

Responsibilities

Greet clients and process basic transactions, open new consumer and business accounts, originate and close consumer loans, educate clients on deposit and loan products, submit credit applications

Seniority

Entry-level to Mid-level