Retail Banking Relationship Advisor

Bank N.A.; Berkeley (CA); On-site; USD 60,000 - 95,000; Full time

Job summary

Bank N.A. Berkeley branch is seeking a customer-focused banking professional to deliver exceptional service and guidance on financial solutions.

You will engage with customers to assess needs, present tailored banking options, and support transactions while promoting digital/self-serve tools. The role emphasizes compliance, risk awareness, and community relationship building in line with Bank N.A.'s standards.

Qualifications

• Two to three years of relevant experience and post-secondary degree desirable or an equivalent combination of education and experience.

Responsibilities

• Delivers exceptional service to customers and prospects.
• Identifies customer needs and provides guidance on financial solutions.
• Engages with customers to assess needs and grow loyalty.
• Promotes digital and self-serve banking options to simplify transactions.
• Supports customer transactions and processes while ensuring accuracy and compliance.

Skills

Customer service

Sales

Lending

Financial services

Consultative selling

Relationship building

Education

Post-secondary degree

Job description

Bank N.A. Berkeley branch is seeking a customer-focused banking professional to deliver exceptional service and guidance on financial solutions.

You will engage with customers to assess needs, present tailored banking options, and support transactions while promoting digital/self-serve tools. The role emphasizes compliance, risk awareness, and community relationship building in line with Bank N.A.'s standards.