Sr Relationship Banker - Carlsbad Poinsettia, CA
Core
Build and foster relationships with customers 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, financial needs assessment, product knowledge, account opening, credit application processing, client education, branch operations
Preferred skills
sales campaign experience, digital product demonstration, advanced policy knowledge, customer service excellence
Technologies
digital banking platforms, self-service technologies, branch management 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
Senior, hands-on IC