De Novo Retail Relationship Banker
$45,900–$75,900 year
On-site · Larkspur, California, United States
Job Summary
De Novo Retail Relationship Banker will help launch new branches by engaging with customers and prospects to assess needs and provide tailored financial solutions across everyday banking, lending, home financing, retail investments, and small business services. The role emphasizes community networking, appointment setting, and building lasting relationships within the community while delivering strong customer service. The candidate should possess a consultative sales mindset, familiarity with banking products, credit and risk considerations, and comfort working with branch teams and partners to meet business objectives. The position may involve work across multiple branches with variable schedules, and requires adherence to risk management and regulatory requirements. The posting notes 2-3 years of relevant experience with a post-secondary degree desirable, and mentions regulatory registrations for certain jurisdictions (Canada US), with salary range $45,900 - $75,900 annually.
Required Qualifications
- 2-3 years relevant experience
- post-secondary degree desirable
- Registration to sell investment products completed (Canada)
- appropriate lending qualifications and designations
- experience in a consultative customer service or sales role
- strong interpersonal and communication skills
- experience with personal banking products and lending products
- ability to collaborate with branch teams and partners
- knowledge of regulatory requirements for banking and lending (US SAFÉ Act/NMLS when applicable)
Desired Qualifications
- 2-3 years relevant experience
- post-secondary degree in related field desirable
- Registration to sell investment products (Canada)
- appropriate lending qualifications and designations
- experience in a consultative customer service or sales role
- ability to deliver personal customer experience with a focus on results
- knowledge of personal banking products and lending products
- Regulatory knowledge including SAFÉ Act for US (NMLS) when applicable
- ability to collaborate with branch teams and partners
- strong interpersonal and communication skills
- ability to generate appointments and build relationships in the community
- risk awareness and compliance with legal/regulatory requirements
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