Relationship Banker- San Rafael Area
Core
Lobby-based banker educating clients on self-service banking and processing cash transactions while building relationships to meet financial goals.
Role type
Front-line relationship banker
Builds
Client relationships and self-service adoption
Domain
Retail Banking
Deliverable
client delivery
Required skills
Cash handling, Self-service technology guidance, Client relationship building, Financial needs assessment, Process adherence, Time management
Preferred skills
Financial services experience, Sales experience, Cash handling experience
Technologies
Mobile banking, Online banking, ATM
Responsibilities
Educate clients on self-service resources, Process cash transactions, Manage financial center traffic and appointments, Drive client experience, Build client relationships, Adhere to bank risk culture and regulations
Seniority
Individual Contributor, Entry to Mid-level
