Retail Relationship Banker - Los Angeles (S Vermont Ave), 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 while ensuring compliance.
Role type
Retail Relationship Banker
Builds
Customer relationships and financial solutions for retail and small business clients
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 tools proficiency
Preferred skills
Experience in financial services, knowledge of retail investments and lending products, social media and mobile app usage
Technologies
Tablets, smartphones, online banking tools, Nationwide Mortgage Licensing System and Registry (NMLS)
Responsibilities
Conduct needs assessments to identify financial solutions; recommend tailored products including home financing and small business solutions; resolve consumer credit audit issues; apply risk management frameworks to protect bank assets; make credit recommendations for personal lending; identify and report suspicious activity related to money laundering; maintain knowledge of legal and regulatory requirements.
Seniority
Entry to Mid-level, hands-on IC