Relationship Banker II - Irving Street - San Francisco, CA
Core
Build and foster relationships with clients by meeting face to face, assessing banking needs, and recommending financial solutions.
Role type
Retail Relationship Banker
Builds
Consumer and business accounts, consumer loans, and deposit/loan products
Domain
Retail Banking
Deliverable
product features
Required skills
proactive outreach, client engagement, financial needs assessment, product knowledge, account opening, credit application processing, bilingual communication (Mandarin/Cantonese)
Preferred skills
sales campaign experience, digital product demonstration, advanced recommendation skills
Technologies
digital banking platforms, self-service technologies, NMLS registration systems
Responsibilities
Greet clients and process basic transactions, open new consumer and business accounts, originate and close consumer loans, educate clients on digital products, collaborate with branch team members, submit credit applications
Seniority
Mid-level, hands-on IC