Relationship Banker & Financial Solutions Advisor

Jobtailor; Stanton (CA); On-site; USD 65,000 - 90,000; Full time

Job summary

Jobtailor in Stanton, CA is seeking a Relationship Banker to build client relationships, assess banking needs, and educate customers on both traditional and digital banking products. You will process accounts, open consumer and business relationships, and help customers navigate loans and service requests.

The role emphasizes proactive outreach, knowledge of banking policies, and compliance with regulations to deliver exceptional customer experiences.

Qualifications

• High school diploma or equivalent.
• NMLS registration required under S.A.F.E. Act of 2008.
• Experience in retail banking and customer service preferred.
• Ability to build relationships with clients and proactively follow up.

Responsibilities

• Build relationships with customers through face‑to‑face engagement and provide banking counsel.
• Assess and attend to customers' banking needs.
• Obtain and process customer and account information.
• Educate clients on deposit and loan products and services.
• Originate and close consumer loans.
• Open accounts and manage branch operations.
• Collaborate with branch team members and partners.
• Educate clients on digital self‑service products.
• Ensure compliance with banking regulations.

Skills

Relationship Building

Customer Service

Effective Communication

Consumer Loan Origination

Account Opening

Credit Application Submission

Digital Banking Education

Service Request Completion

Compliance with Banking Regulations

Knowledge of Banking Policies

Education

NMLS Registration

Tools

Self-Service Technologies

Digital Banking Products

Job description

Jobtailor in Stanton, CA is seeking a Relationship Banker to build client relationships, assess banking needs, and educate customers on both traditional and digital banking products. You will process accounts, open consumer and business relationships, and help customers navigate loans and service requests.

The role emphasizes proactive outreach, knowledge of banking policies, and compliance with regulations to deliver exceptional customer experiences.