Retail Relationship Banker
Core
Forward Hire Relationship Banker supporting Huntington Beach and surrounding communities, delivering exceptional service, uncovering client needs, and achieving sales goals for financial solutions.
Role type
Retail Relationship Banker
Builds
Everyday banking, retail investments, lending solutions, home financing, and small business solutions
Domain
Retail Banking / Financial Services
Required skills
consultative sales, needs-based assessments, credit recommendations, risk management, regulatory compliance, community engagement, digital banking guidance, relationship building, problem solving
Preferred skills
experience in financial services, social media proficiency, tablet/smartphone usage, marketing program integration
Technologies
digital banking platforms, online tools, applications, Nationwide Mortgage Licensing System and Registry
Responsibilities
Proactively engage customers and prospects to identify financial solutions; complete needs assessments and recommend tailored banking/lending products; support customer transactions and resolve issues; apply risk management frameworks to protect bank assets; make credit recommendations for personal lending; identify and report suspicious activity; comply with legal and regulatory requirements; collaborate within the branch team.
Seniority
Mid-level, hands-on IC