Oceanside - Senior Relationship Banker

About the role

To be successful in this role, you’ll need at least 3 years of financial institution experience, and at least 1 years’ experience opening new accounts and processing loan applications, including real estate applications. Ability to actively cross-sell products & services. You know this already, but you must be able to maintain the confidentiality of member’s info!

Responsibilities

• Actively work on the platform opening new accounts, new shares for existing members, processing and funding all consumer loan applications and processing real estate applications.
• Interview potential and existing members to determine appropriate products and services which will meet their financial needs.
• Accurately process routine member account transactions including, but not limited to: deposits, withdrawals, loan payments, account transfers, wire transfers, official checks, gift cards, cash advances, and general ledger postings.
• May act in the capacity of a supervisor in the absence of manager.
• Assist Management with branch opening, processing of the monthly, quarterly, or yearly branch certifications, and organizing outbound activities including phone calls to seek additional growth opportunities for the branch.

Requirements

• Bilingual in Spanish is preferred*

Qualifications

• At least 3 years of financial institution experience
• At least 1 years’ experience opening new accounts and processing loan applications, including real estate applications

Skills

• Ability to actively cross-sell products & services
• Maintain the confidentiality of member’s info

Benefits

• Great team
• Professional yet relaxed environment
• Training. Lots and lots of training to take your career to the next step!
• 18 days of PTO in your first year plus 12 holidays a year!
• 6% 401(k) match
• Full benefits package including medical, dental, vision, life insurance, etc.

Pay

Base Pay/Salary: $26.00 - $33.00 an hour, plus incentives!

Schedule

N/A