Relationship Banker 1 – Burlingame - Portland, OR
Core
Build and foster relationships with customers via in-person, appointment, and virtual channels to provide counsel on deposit and loan products.
Role type
Retail Relationship Banker
Builds
Consumer and business banking accounts, service requests, and credit applications
Domain
Financial Services / Retail Banking
Deliverable
product features
Required skills
proactive outreach, client needs assessment, digital product education, account opening, credit application processing, regulatory compliance (NMLS/SAFE Act)
Preferred skills
bilingual English/Spanish, financial services industry experience, digital self-service technology proficiency
Technologies
digital banking platforms, self-service technologies, NMLS registration systems
Responsibilities
Greet clients and process basic transactions, recommend solutions based on customer goals, educate clients on digital products, develop partnerships with branch team members, submit credit applications, maintain knowledge of banking products and services