Relationship Banker Marin County District
Core
Serve as the primary point of contact for everyday banking needs, products, and services for consumers and businesses across all segments, including affluent customers, through scheduled appointments, lobby engagement, and proactive outreach.
Role type
Relationship Banker (SAFE)
Builds
Consumer and business customer relationships, deposit, credit, and investment portfolios
Domain
Banking / Financial Services
Required skills
Customer relationship management, financial planning, product recommendation, digital adoption, regulatory compliance, issue resolution
Preferred skills
Book of business management, consultative selling, cross-functional partnership, financial services experience
Technologies
Mobile banking platforms, self-service digital tools
Responsibilities
Proactively acquire and grow 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 adherence to policies.
Seniority
Entry-level to Mid-level, hands-on IC