Relationship Banker 1 - Camarillo, CA
Core
Build and foster relationships with clients by meeting face-to-face, assessing banking needs, and recommending financial solutions.
Role type
Relationship Banker
Builds
Consumer and business accounts, consumer loans, and branch operations
Domain
Retail Banking
Deliverable
client delivery
Required skills
proactive outreach, client engagement, knowledge of consumer and business banking products, account opening, credit application processing, digital product education
Preferred skills
relationship building, customer service, digital product proficiency, needs analysis
Responsibilities
Greet clients and process basic transactions, open new accounts, complete service requests, submit credit applications, educate clients on digital products, collaborate with branch team members
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