Santee - Senior Relationship Banker

About the role

Senior Relationship Bankers 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. This includes interviewing potential and existing members to determine appropriate products and services which will meet their financial needs.

Responsibilities

• Accurately processes 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.
• Assists 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

• At least 3 years of financial institution experience.
• At least 1 years’ experience opening new accounts and processing loan applications, including real estate applications.
• Ability to actively cross-sell products & services.
• Maintain the confidentiality of member’s info!

Qualifications

• Must be able to maintain the confidentiality of member’s info!

Skills

• Financial institution experience.
• Experience opening new accounts and processing loan applications, including real estate applications.
• Ability to actively cross-sell products & services.
• Confidentiality of member’s info.

Benefits

• 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!

The actual base pay within this range will be determined by several components, including but not limited to, relevant experience, internal equity, skills, qualifications, and other job-related factors permitted by law.

Schedule

N/A