Relationship Banker (San Diego Experience Center) (FULL TIME ON-SITE)

Job description

The Relationship Banker is a frontline financial partner (financial MDs) that is part of a supportive and dynamic member-focused sales team. As a Relationship Banker, you’ll work in a fast-paced environment processing routine financial transactions for members in-person, over the phone, and by e-mail. You’ll engage in consultative conversations with members to establish a strong rapport and understanding of their financial needs and offer tailored products and services to help them reach their financial dreams. Job Duties: - Quickly process routine financial transactions for members including deposits and withdrawals, loan payments, and cashier’s checks, while ensuring regulatory compliance and adherence to internal procedures - Establish and maintain member deposit and loan accounts - Provide the highest quality of member service by promptly addressing member concerns and escalate to leadership when appropriate - Proactively identify and recommend the best products and services to meet the members’ financial needs and partner with service teams including insurance, investments, Premier, and mortgage - Meet monthly metrics and service objectives (i.e. campaigns, cross-selling, and...