Senior Relationship Banker - Laguna Hills, CA
Core
Builds and fosters relationships with clients by meeting face to face, assessing banking needs, and recommending financial solutions.
Role type
Senior Relationship Banker
Builds
Consumer and business accounts, consumer loans, and branch operations
Domain
Retail Banking
Deliverable
product features
Required skills
proactive outreach, client engagement, financial product knowledge, account opening, credit application processing, digital product education, operational accuracy
Preferred skills
sales campaign experience, digital self-service technology proficiency, advanced recommendation skills, financial services industry experience
Responsibilities
Greet clients and process basic transactions, open new consumer and business accounts, complete service requests, submit credit applications, educate clients on digital products, develop partnerships with branch team members
Seniority
Senior, hands-on IC