Relationship Banker Pinole
$56,160–$85,280 year
On-sitePinole, California, United States
Job Summary
Proactively acquire, manage, and grow a portfolio of consumer and business customer relationships through scheduled appointments, lobby engagement, and proactive outreach. Lead discovery-driven conversations to understand customer goals and deliver tailored banking and credit strategies that strengthen relationships and drive balanced growth across deposits, lending, and investments. Partner with colleagues across Wealth, Home Lending, and Business Banking to deliver integrated solutions by coordinating warm introductions and converting qualified opportunities into closed outcomes. Resolve account inquiries and service requests within authorized limits while demonstrating risk excellence through accurate documentation and adherence to policies. Champion digital adoption by educating customers on self-service and mobile banking options. This Relationship Banker role serves customers across all segments as the primary point of contact for everyday banking needs, with a focus on building long-term partnerships in a collaborative branch environment.
Required Qualifications
- 2+ years of customer service experience
- 1+ year of assessing and meeting the needs of customers or helping with issue resolution
- 1+ year of building and maintaining effective relationships with customers and partners
- Ability to work a schedule that will include most Saturdays
- FINRA Series 6 (or FINRA recognized equivalents)
- FINRA Series 63 (or FINRA recognized equivalents)
- State Insurance license(s)
- SIE exam (for FINRA qualifications earned after Sept. 30, 2018)
- FINRA Series 65 (or equivalent) examination attempt (for specific states: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY)
- Enhanced financial fitness standards
- Criminal background standards
Desired Qualifications
- Proven ability to source, acquire, and deepen relationships through proactive outreach and building strong internal partnerships to support the customer experience
- Knowledge of book of business management practices, documentation of planning conversations, and consistent follow-through to drive retention and balanced growth across deposits, lending, and investments
- Experience assessing needs and recommending products and services for consumer and business customers
- 1+ year of financial services experience in one or a combination of the following: consumer, home lending, business banking, or investments
- Demonstrated ability to communicate clearly and confidently, listen with empathy, and build credibility and trust with others
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.