Community-Focused Relationship Banker

SECU; Pasadena (CA); On-site; USD 29,000 - 54,000; Full time

Benefits offered by this job

401k plan with company matching

Sick, vacation and personal leave

Quarterly and annual incentives

Job summary

SECU is seeking a Relationship Banker to consult with members about their banking needs, review current relationships, and support plans for loans and savings. You may represent SECU at community events, delivering financial literacy and showcasing our products to foster loyalty and trust.

The role emphasizes building relationships, empathy, and authentic knowledge of SECU banking services, with opportunities to earn incentives and comprehensive benefits.

Qualifications

• Consultative sales experience in a financial or banking industry role.
• Proven record of accomplishment building customer loyalty and expanding financial literacy and well-being.
• Familiarity with retail banking products and services.

Responsibilities

• Consult with members about banking needs and review current relationships.
• Follow up on business loan discussions and strategize savings for life milestones.
• Promote financial literacy and SECU offerings at events or in the community.
• Engage members to build diverse, inclusive relationships and networks.

Skills

Consultative sales

Financial education

Customer loyalty

Retail banking products

Job description

SECU is seeking a Relationship Banker to consult with members about their banking needs, review current relationships, and support plans for loans and savings. You may represent SECU at community events, delivering financial literacy and showcasing our products to foster loyalty and trust.

The role emphasizes building relationships, empathy, and authentic knowledge of SECU banking services, with opportunities to earn incentives and comprehensive benefits.