Relationship Banker II - Seafood City - Milpitas, CA
Core
Build and foster relationships with clients through proactive outreach to provide counsel on deposit and loan products and services.
Role type
Retail Relationship Banker
Builds
Consumer and business banking accounts and services
Domain
Financial Services / Retail Banking
Deliverable
product features
Required skills
proactive client outreach, financial needs assessment, digital product education, account opening, credit application processing, regulatory compliance (NMLS)
Preferred skills
sales campaign experience, self-service technology proficiency, advanced recommendation skills
Technologies
digital banking platforms, self-service technologies, NMLS registration system
Responsibilities
Greet clients and process basic transactions, open new consumer and business accounts, submit credit applications, educate clients on digital products, develop collaborative partnerships with branch team members
Seniority
Mid-level IC