San Carlos - Senior Relationship Banker

About the role

Average salary range for this position is $26.00 - $33.00 per hour, plus incentives.

Responsibilities

• Deliver exceptional service by proactively greeting and assisting members.
• Open new accounts and additional products for new and existing members.
• Process and fund consumer loan applications and assist with real estate loan applications.
• Analyze member needs and recommend appropriate financial products and services.
• Generate qualified referrals to business partners, including Investments and Auto Loan specialists.
• Conduct follow-up calls to ensure satisfaction and identify additional opportunities to support member needs.
• Promote digital banking solutions and educate members on available self-service tools.
• Resolve account inquiries and conduct account research as needed.
• Consistently meet or exceed individual and branch sales and referral goals.
• Participate in branch sales initiatives, community events, and business development activities.

Requirements

• High School Diploma, GED, or equivalent.
• Minimum 3 years of experience in a bank, credit union, or financial institution.
• At least 12 months of experience opening new accounts and processing or referring loan applications.
• Demonstrated success in sales, referrals, and relationship building.
• Intermediate computer skills, including Microsoft Office.
• Strong communication, organizational, and time-management skills.
• Ability to multitask and adapt in a fast-paced member-focused environment.

Qualifications

• Real estate lending knowledge or experience.
• Previous leadership or supervisory experience.
• Experience with Symitar or similar core banking systems.
• Notary Public Commission or willingness to obtain.
• Ability to obtain Mortgage Loan Originator (MLO) registration within one year of hire.

Skills

• Excellent interpersonal and communication skills.
• Ability to work independently and as part of a team.
• Proficiency in Microsoft Office Suite.
• Knowledge of banking regulations and compliance.

Benefits

• Competitive compensation.
• 18 days of PTO during your first year.
• 12 paid holidays annually.
• Full 6% 401(k) match.
• Comprehensive medical, dental, and vision coverage.
• Life insurance and additional voluntary benefits.
• Employee wellness resources, including an on-site gym.
• Career development opportunities.
• An award-winning workplace culture.

Pay

Actual compensation within this range will be determined by factors including experience, qualifications, skills, internal equity, and other job-related considerations permitted by law.

Schedule

Details on the schedule will be provided upon employment.