Relationship Banker North County LA
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
Banking / Financial Services
Deliverable
product features
Required skills
proactive customer engagement, relationship acumen, financial product knowledge, digital adoption advocacy, regulatory compliance adherence
Preferred skills
book of business management, consultative selling, cross-functional partnership
Technologies
mobile banking platforms, self-service digital tools
Responsibilities
Acquire and manage a portfolio of consumer and business customer relationships; Lead discovery-driven conversations to deliver tailored banking and credit strategies; Partner with Wealth, Home Lending, and Business Banking teams to deliver integrated solutions; Champion digital adoption by educating customers on self-service options; Resolve account inquiries and service requests within authorized limits; Demonstrate risk excellence through accurate documentation and policy adherence
Seniority
Entry-level to Mid-level, hands-on IC