The Premier Relationship Banker performs Relationship Banker duties by building customer relationships and engaging with customers in person, by appointment, and virtually. The role assesses and addresses banking needs, obtains and processes customer and account information, explains deposit and loan products and services, and recommends solutions based on each customer’s goals. Responsibilities also include originating and closing consumer loans, opening accounts, providing digital banking solutions, and opening and/or closing the branch. The banker must be willing to work occasionally at other nearby locations. In addition, the role maintains FINRA registrations to refer clients to registered representatives in partnership with wealth management teams. It is a referral-only registered representative position; the banker does not make direct investment sales. Required registrations are FINRA SIE, Series 6 or Series 7, and Series 63 or Series 66. Hiring is contingent on an approved FINRA background check. The role also requires NMLS registration under the S.A.F.E. Act of 2008 and Regulation Z, along with continued compliance with applicable registration requirements, including maintaining a satisfactory criminal and credit record. The position works from a U.S. Bank location for all scheduled workdays. The primary location is Zinfandel in Rancho Cordova, California. The advertised schedule is 38 hours.
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Job Type
Full-time
Education Level
High school or GED