• Search Title Only

Relationship Banker MLO Woodland - (Woodland, CA)

As a Relationship Banker, you will help clients achieve financial well-being through deep customer relationships and a thoughtful understanding of their needs, to offer the best and most appropriate personal and business financial products and services. You will also provide sales and service support to the Retail Store team and serve as the primary new account and loan originator for the store. Functions Build, develop and deepen customer relationships through active market profiling, and needs-based questioning to identify deposit, credit, and investment solutions to help customers achieve their financial goals. Solutions include, services and current technologies the Bank offers that are available for customer convenience. Educate customers on alternative channels that provide value, and then refer to appropriate lines of business. Establish preset appointments, deliver quality Financial Wellness Review conversations, identify needs, make recommendations and follow up.


ADVERTISEMENT

Posted in Woodland, CA, Accounting & Finance
From Adzuna - 1 month ago