Relationship Banker 1- Channel Islands - Port Hueneme, CA
Core
Relationship Bankers build relationships with customers by meeting face to face, assessing banking needs, and recommending financial solutions.
Role type
retail relationship banker
Builds
consumer and business banking products, accounts, and loans
Domain
retail banking
Deliverable
product features
Required skills
proactive outreach, client engagement, financial needs assessment, account opening, loan origination, digital product education, credit application processing
Preferred skills
proven relationship building, effective communication, knowledge of bank policies, customer service, digital product proficiency, financial services industry experience
Technologies
digital products, self-service technologies, credit applications
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
entry-level to mid-level IC