Relationship Banker, MOD - Windsor
$45,656–$58,240 year
On-site · Windsor, California, United States
Job Summary
Relationship Banker role focused on building long-term customer relationships through advising on consumer loan products, deposits, and cross-sales while performing teller and platform transactions. Responsibilities include identifying customer needs, guiding the loan process from application to disbursement, maintaining a book of business, mentoring colleagues, and acting as Manager on Duty in the branch. The role requires strong knowledge of consumer lending products, branch procedures, regulatory compliance, and delivering superior customer experiences, with daily operational leadership and potential recruitment/people development contributions.
Required Qualifications
- NMLS registration in accordance with the Safe Act of 2008
- High school diploma or equivalent (or combination of education and experience indicating equivalent knowledge)
- Minimum of one year of experience as a Relationship Banker
- Thorough knowledge of equity and non-equity consumer loan products and related lending processes
- Knowledge of business deposit accounts and services and ability to refer
- Full knowledge of branch operational procedures and applicable state and federal banking regulations
- Ability to manage and grow a book of business; cross-sales and referrals
- Ability to mentor and coach junior staff and lead operations in absence of management
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