Sr. Relationship Banker - Cudahy, CA
Core
Sr. Relationship Banker building trust-based relationships with consumers and businesses to provide financial counseling, originate loans, and recommend banking solutions.
Role type
Senior IC relationship banker
Builds
Consumer and business deposit and loan products, accounts, and financial solutions
Domain
Retail banking / Consumer finance
Deliverable
product features
Required skills
proactive client outreach, financial needs assessment, loan origination, account opening/closing, digital product education, credit application processing, branch operations
Preferred skills
sales campaign experience, digital self-service technology proficiency, advanced bank policy knowledge, customer service excellence
Technologies
digital banking platforms, self-service technologies, credit application systems
Responsibilities
Meet face-to-face with clients to assess banking needs and recommend financial solutions; originate and close consumer loans; open and close accounts; educate clients on digital products; process service requests and credit applications; collaborate with branch team members.
Seniority
Senior, hands-on IC