Relationship Banker: Personal Banking & Lending Guide

Bank N.A.; San Jose (CA); On-site; USD 50,000 - 70,000; Full time

Job summary

Bank N.A. in California seeks a frontline banking professional to deliver personalized financial guidance to customers.

The role focuses on needs-based assessments across everyday banking, lending, and investment products, aiming to grow loyalty and cross-sell solutions through trusted advice. You will work in a collaborative branch environment, support multi-channel interactions, and ensure compliant, high-quality service while identifying opportunities to deepen relationships with personal and

Qualifications

• 2–3 years of relevant experience and post-secondary degree in related field desirable or an equivalent combination of education and experience.
• Canada only: Registration to sell investment products completed - as appropriate for the jurisdiction.
• Appropriate lending qualifications and designations.
• Working knowledge of personal and small business customer needs and solutions.
• Working knowledge of retail investments and lending products.
• Experience in financial services is an asset.
• Experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience.

Responsibilities

• Delivers exceptional service to customers and prospects.
• Identifies customer needs and provides financial guidance.
• Engages with customers to complete needs assessments and recommend solutions.
• Supports multichannel engagement to deliver customer experience and meet business objectives.
• Monitors risk, privacy, and regulatory compliance in interactions.

Skills

Customer service

Sales experience

Retail banking knowledge

Lending products knowledge

Financial services experience

Education

Post-secondary degree in related field

Job description

Bank N.A. in California seeks a frontline banking professional to deliver personalized financial guidance to customers.

The role focuses on needs-based assessments across everyday banking, lending, and investment products, aiming to grow loyalty and cross-sell solutions through trusted advice. You will work in a collaborative branch environment, support multi-channel interactions, and ensure compliant, high-quality service while identifying opportunities to deepen relationships with personal and