Relationship Banker: Personal Finance & Lending Expert

Bank N.A.; Oakland (CA); On-site; USD 40,000 - 65,000; Full time

Job summary

Bank N.A. is seeking a customer-focused banking professional in the Retail Banking Sales & Service area. You will deliver exceptional service, assess customer needs, and guide clients toward tailored financial solutions across everyday banking, lending, and investments.

You will engage customers to grow loyalty, facilitate appointments, and collaborate with branch teammates to meet business goals while ensuring compliance with regulatory standards.

Qualifications

• 2-3 years of relevant experience in financial services or a similar role (asset).
• Strong ability to assess customer needs and offer appropriate financial solutions.
• Excellent communication and active listening skills.

Responsibilities

• Delivers exceptional service to customers and prospects; provides advice on financial solutions that fit their needs.
• Leads engagement with existing customers to grow loyalty and identify opportunities.
• Performs needs assessments to tailor banking solutions (everyday banking, lending, investments, small business).
• Guides clients to digital and self-serve options for easy, fast banking.
• Supports customer transactions and branch activities to ensure smooth service flow.
• Engages customers to build relationships and generate appointments across channels.
• Ensures compliance with legal, regulatory, and lending policies while handling inquiries and issues.
• Provides risk-conscious credit recommendations and collaborates with the team to protect assets.

Skills

Customer service

Sales

Financial guidance

Relationship building

Education

Post-secondary degree

Job description

Bank N.A. is seeking a customer-focused banking professional in the Retail Banking Sales & Service area. You will deliver exceptional service, assess customer needs, and guide clients toward tailored financial solutions across everyday banking, lending, and investments.

You will engage customers to grow loyalty, facilitate appointments, and collaborate with branch teammates to meet business goals while ensuring compliance with regulatory standards.