Retail Relationship Banker

Retail Relationship Banker | San Jose, CA, United States | Hybrid | $50,100.00 - $82,800.00

This employer is a respected financial institution committed to empowering customers and fostering community growth. They offer a supportive and dynamic work environment where professional development is prioritized.

The Role

• Deliver exceptional customer service and identify client needs to provide tailored financial advice.
• Proactively engage with existing customers and prospects to build loyalty and uncover new opportunities.
• Recommend a range of financial solutions, including deposit, lending, and investment products.
• Guide customers in utilizing digital and self-serve banking options to enhance convenience.
• Support branch business objectives by building new relationships within the community.
• Ensure accurate data entry and adherence to lending policies and regulatory requirements.

What You'll Need

• 2-3 years of relevant experience in financial services or a related field.
• Working knowledge of personal banking, retail investments, and lending products.
• Experience in a consultative customer service or sales role, with a drive for personal customer experiences.
• Strong interpersonal, communication, organizational, and problem-solving skills.
• Aptitude for listening, offering creative solutions, and adapting to new challenges.
• Proficiency with digital tools, including social media, smartphones, and online applications.

What's On Offer

• Competitive salary range with potential for commission structure.
• Comprehensive total compensation package including performance-based incentives.
• Benefits such as health insurance, tuition reimbursement, and retirement savings plans.
• Opportunities for professional development, training, and career growth within the organization.

Apply via Haystack today!