Retail Relationship Banker - Torrance (Hawthorne Blvd), CA
Core
A retail banker who proactively engages customers and prospects to assess needs, recommend tailored financial solutions (everyday banking, investments, lending, home financing), and deliver a personalized customer experience.
Role type
Retail Relationship Banker
Builds
Personal banking products, lending solutions, and home financing for individual and small business customers.
Domain
Retail Banking / Consumer Finance
Deliverable
product features
Required skills
Needs-based financial assessment, consultative sales, credit analysis, regulatory compliance, risk management, customer relationship building, digital banking guidance
Preferred skills
Experience in financial services, knowledge of retail investments and lending products, proficiency with digital tools and social media
Technologies
Tablets, smartphones, online banking tools, digital self-serve platforms
Responsibilities
Proactively engage customers to identify financial needs and recommend tailored solutions; complete needs assessments for everyday banking, retail investments, and lending; offer advice on digital and self-serve banking options; support customer transactions and resolve issues; generate appointments and build new community relationships; apply risk management frameworks to protect bank assets; make credit recommendations for personal lending and home financing; identify and report suspicious activity related to money laundering; maintain knowledge of legal, regulatory, and market trends.
Seniority
Mid-level, hands-on IC