Relationship Banker 1 - Stater Brothers - Moreno Valley, CA (35hrs)
Core
Relationship Banker who builds trust-based relationships with customers to assess banking needs, process account information, and recommend financial solutions.
Role type
Retail Relationship Banker
Builds
Consumer and business accounts, consumer loans, and branch operations
Domain
Retail Banking / Consumer Finance
Deliverable
product features
Required skills
proactive client outreach, financial needs assessment, account opening/closing, loan origination, digital product education, regulatory compliance (NMLS/SAFE Act)
Preferred skills
proven relationship building, effective client communication, knowledge of bank policies, digital self-service technology proficiency, financial services industry experience
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, develop partnerships with branch team members, submit credit applications
Seniority
Entry-level to Mid-level, <4 years experience