Relationship Banker

Jobtailor

Riverside (CA)

On-site

USD 70,000 - 110,000

Full time

9 days ago

Get more replies from employers

Send a job-specific resume in minutes.

Job summary

Jobtailor in Riverside, CA, seeks a proactive Relationship Manager to grow a portfolio of consumer and business banking clients. You will lead discovery conversations, tailor banking and credit strategies, and drive growth across deposits, lending, and investments, collaborating with Wealth, Home Lending, and Business Banking teams.

You will educate customers on self-service and mobile options, manage risk through documentation and compliance, and convert opportunities into closed outcomes while

Qualifications

2+ years of customer service experience.
1+ year of assessing and meeting customer needs.
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 and Series 63 examinations or FINRA-recognized equivalents, sufficient to qualify for immediate FINRA registration.
State Insurance license(s), active or completed within a designated timeframe.
Securities Industry Essentials (SIE) exam required for FINRA qualifications earned after Sept. 30, 2018.
Series 65 or equivalent examination required to be attempted within a specified period for applicable states.
Required FINRA licenses must be obtained and maintained for continued employment.
Enhanced financial fitness and criminal background standards.
SAFE registration required at the time of employment.
Loan Originators must meet LO/CFPB requirements.
Must comply with standards related to financial responsibility, character, fitness, and criminal background.
Not eligible for Visa sponsorship.
1+ year of financial services experience in consumer, home lending, business banking, or investments (desired).
Successfully completed FINRA Series 6 and Series 63 examinations (desired).
Proven ability to source, acquire, and deepen relationships (desired).
Knowledge of book of business management practices (desired).
Experience assessing needs and recommending products and services (desired).

Responsibilities

Proactively acquire, manage, and grow a portfolio of consumer and business customer relationships
Lead discovery-driven conversations to understand customer goals and deliver tailored banking and credit strategies
Drive balanced growth across deposits, lending, and investments
Partner with Wealth, Home Lending, and Business Banking professionals to deliver integrated solutions
Coordinate warm introductions, set clear expectations, and convert qualified opportunities into closed outcomes
Educate customers on self-service and mobile banking options to champion digital adoption
Resolve account inquiries and service requests within authorized limits
Document actions and set follow-up plans
Demonstrate risk excellence through accurate documentation, sound judgment, timely issue escalation, and adherence to policies and regulations
Work in a collaborative branch environment and partner with colleagues to meet customer needs through appropriate referrals

Skills

Customer Relationship Management

Financial Product Assessment

Issue Resolution

Portfolio Management

Risk Management

Effective Communication

Collaboration

Relationship Building

Problem Solving

Education

State Insurance License

SAFE Registration

Series 65 (or Equivalent)

Tools

Mobile Banking Solutions

Self-Service Banking options

Job description

Proactively acquire, manage, and grow a portfolio of consumer and business customer relationships
Lead discovery-driven conversations to understand customer goals and deliver tailored banking and credit strategies
Drive balanced growth across deposits, lending, and investments
Partner with Wealth, Home Lending, and Business Banking professionals to deliver integrated solutions
Coordinate warm introductions, set clear expectations, and convert qualified opportunities into closed outcomes
Educate customers on self-service and mobile banking options to champion digital adoption
Resolve account inquiries and service requests within authorized limits
Document actions and set follow-up plans
Demonstrate risk excellence through accurate documentation, sound judgment, timely issue escalation, and adherence to policies and regulations
Work in a collaborative branch environment and partner with colleagues to meet customer needs through appropriate referrals

Requirements

2+ years of customer service experience, or equivalent demonstrated through work experience, training, military experience, or education
1+ year of assessing and meeting customer needs 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 and Series 63 examinations or FINRA-recognized equivalents, sufficient to qualify for immediate FINRA registration
State Insurance license(s), active or completed within a designated timeframe
Securities Industry Essentials (SIE) exam required for FINRA qualifications earned after Sept. 30, 2018
Series 65 or equivalent examination required to be attempted within a specified period for applicable states
Required FINRA licenses must be obtained and maintained for continued employment
Enhanced financial fitness and criminal background standards
SAFE registration required at the time of employment
Loan Originators must meet LO/CFPB requirements
Must comply with standards related to financial responsibility, character, fitness, and criminal background
Not eligible for Visa sponsorship
1+ year of financial services experience in consumer, home lending, business banking, or investments (desired)
Successfully completed FINRA Series 6 and Series 63 examinations (desired)
Proven ability to source, acquire, and deepen relationships (desired)
Knowledge of book of business management practices (desired)
Experience assessing needs and recommending products and services (desired)

Core Competencies

Demonstrates expertise in managing customer relationships and delivering tailored banking solutions while ensuring compliance with regulatory standards. Proven ability to drive growth in deposits, lending, and investments through effective collaboration and customer education.

Highest-signal resume keywords