Premier Relationship Banker - Zinfandel - Rancho Cordova, CA (38hrs)
Core
Build trust-based relationships with customers to provide banking counsel, originate and close consumer loans, and open/close branch accounts.
Role type
Senior Relationship Banker (Retail Banking)
Builds
Consumer loan products, deposit accounts, and digital banking solutions
Domain
Retail Banking / Consumer Finance
Required skills
Retail banking experience, FINRA registration maintenance (SIE, Series 6/7, Series 63/66), NMLS registration, loan origination, account opening/closing, digital banking education
Preferred skills
Wealth management referral experience, digital platform adaptability, financial services industry knowledge
Technologies
Digital banking platforms, FINRA/NMLS regulatory systems
Responsibilities
Engage customers via in-person, appointment, and virtual channels; assess banking needs and recommend deposit/loan solutions; originate and close consumer loans; maintain FINRA and NMLS registrations; refer clients to wealth management teams.
Seniority
Mid-Senior level (5+ years experience)