Relationship Banker (Multiple Levels) - Vancouver, WA
Core
Build and foster relationships with clients by meeting face-to-face, assessing banking needs, and recommending financial solutions including consumer loans and accounts.
Role type
Retail Relationship Banker (IC)
Builds
Consumer and business banking accounts, consumer loans, and branch operations
Domain
Retail Banking / Consumer Finance
Deliverable
product features
Required skills
Face-to-face client engagement, consumer loan origination, account opening/closing, digital product education, credit application processing, branch operations
Preferred skills
Proactive client outreach, sales campaign participation, digital self-service technology demonstration, advanced financial product knowledge
Technologies
Digital banking platforms, self-service technologies, credit application systems
Responsibilities
Greet clients and process basic transactions, open new consumer and business accounts, originate and close consumer loans, educate clients on digital products, develop partnerships with branch team members
Seniority
Entry to Senior (1-5+ years experience)