Relationship Banker Orange City
Core
Serve as the primary point of contact for everyday banking needs, products, and services for consumers and businesses, helping them progress toward financial goals through planning and customized solutions.
Role type
Relationship Banker (SAFE)
Builds
Consumer and business customer relationships, deposit, credit, and investment portfolios
Domain
Financial Services / Banking
Required skills
proactive customer engagement, relationship acumen, consultative selling, risk compliance, digital adoption, financial planning
Preferred skills
book of business management, cross-functional partnership, complex financial needs assessment
Technologies
mobile banking platforms, self-service digital tools
Responsibilities
Proactively acquire and manage customer portfolios; lead discovery-driven conversations to deliver tailored banking strategies; partner with Wealth, Home Lending, and Business Banking teams; champion digital adoption; resolve account inquiries and service requests; demonstrate risk excellence through accurate documentation and policy adherence.
Seniority
Entry-level to Mid-level, hands-on IC