Relationship Banker
$45,760–$68,640 year
On-siteRedondo Beach, California, United States
Job Summary
Conduct client financial reviews and originate consumer and small business loans while maintaining a robust deposit and loan portfolio. Perform proactive outbound calls to current and prospective customers, develop a pipeline through in-branch and community business development activities, and independently resolve client issues with digital products. Collaborate with internal partners to educate clients on Treasury Management services and deliver customized solutions aligned with Breakthrough Client Service Standards. Act as a Bank MLO for open-end transactions and engage in community events and volunteerism.
Required Qualifications
- High School Diploma or GED
- 2 years of banking and/or demonstrated sales experience
- 2 years developing current and new client relationships, achieving sales goals, and building referral sources in banking or retail environment with client Service and cash handling experience
- 2 years in a lending function with loan origination and processing functions
- In-depth knowledge of Consumer and Business products and services
- Demonstrated proficiency in consumer and business lending
- Demonstrated proficiency in consumer lending and basic business lending skills
- Ability to understand cash flow, financial statements, and market risk
- Demonstrated desire and ability to build upon technology skills in various delivery channels, including online banking platforms, Bill Pay, E-Statements, mobile banking, ATM, and business banking applications
- Ability to work fully onsite at posted location(s)
- Register as an MLO complying with the SAFE Act requirements
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