Senior Relationship Banker - Folsom, CA (38hrs)

Responsibilities

• Build relationships with customers by meeting face to face and engaging them when and where they need to provide the best possible counsel.
• Assess and attend to customers’ banking needs, obtain and process customer and account information.
• Educate clients on available deposit and loan products and services.
• Recommend financial solutions based on each customer’s unique goals and needs.
• Originate and close consumer loans.
• Open accounts and/or open or close the branch.
• Build and foster relationships through proactive outreach and follow‑up, asking questions and learning about financial needs and banking channel preferences.
• Identify solutions for new and existing clients based on their needs by effectively engaging and communicating.
• Maintain a working knowledge of consumer and business banking products and services, including digital products and services.
• Provide a consistent optimal client experience, including greeting clients and processing basic transactions.
• Develop collaborative partnerships with branch team members and partners to best serve clients.
• Open new consumer and business accounts, complete service requests and submit credit applications.
• Proactively educate clients on emerging and self‑service digital products and services to assist with meeting their financial needs.
• Leverage available resources and technologies to optimize the client experience and serve clients with operational excellence and accuracy.
• Maintain National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z, including the required background and credit check.

Qualifications

• High school diploma or equivalent.
• Typically five or more years of job‑related retail banking experience or a combination of experience and commensurate training.
• Proven ability to build and foster relationships with clients through proactive outreach and follow up.
• Ability to effectively engage and communicate with clients.
• Advanced knowledge of applicable bank and branch policies, procedures and support systems.
• Thorough knowledge of all retail products and services.
• Proven customer service and interpersonal skills.
• Experience in participating in sales campaigns/promotions.
• Experience with using and demonstrating digital products and self‑service technologies.
• Ability to explore and identify a customer’s true needs while leveraging a digital first mindset.
• Demonstrated advanced level of proficiency in making appropriate recommendations that meet customer’s needs both reactively and proactively.
• Experience in the financial services industry preferred.

Benefits

• Healthcare (medical, dental, vision)
• Basic term and optional term life insurance
• Short-term and long-term disability
• Pregnancy disability and parental leave
• 401(k) and employer-funded retirement plan
• Paid vacation (from two to five weeks depending on salary grade and tenure)
• Up to 11 paid holiday opportunities
• Adoption assistance
• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

Pay

Pay Range: $30.77 - $41.83