Santee - Senior Relationship Banker

Mission Fed • Santee, CA

8d • $26 - $33 • Onsite

About The Position

This role is for individuals looking to advance their financial institution career onto a management track. The Senior Relationship Banker will gain operational experience while leveraging current skills to maintain and deepen relationships with existing members. The position focuses on providing excellent member service, opening new accounts, processing and funding consumer and real estate loan applications, and interviewing members to identify their financial needs and appropriate products/services. The role also involves accurately processing routine member account transactions and may include acting as a supervisor in the manager's absence, assisting with branch opening procedures, processing certifications, and organizing outbound activities for growth opportunities.

Requirements

• At least 3 years of financial institution experience.
• At least 1 year of experience opening new accounts and processing loan applications, including real estate applications.
• Ability to actively cross-sell products & services.
• Ability to maintain the confidentiality of member's info.

Responsibilities

• Actively work on the platform opening new accounts and new shares for existing members.
• Process and fund all consumer loan applications and process real estate applications.
• Interview potential and existing members to determine appropriate products and services to meet their financial needs.
• Accurately process routine member account transactions including deposits, withdrawals, loan payments, account transfers, wire transfers, official checks, gift cards, cash advances, and general ledger postings.
• Act in the capacity of a supervisor in the absence of a manager.
• Assist Management with branch opening.
• Process monthly, quarterly, or yearly branch certifications.
• Organize outbound activities including phone calls to seek additional growth opportunities for the branch.
• Actively cross-sell products & services.
• Maintain the confidentiality of member's information.

Benefits

• Training
• 18 days of PTO in your first year
• 12 holidays a year
• 6% 401(k) match
• Full benefits package including medical, dental, vision, life insurance, etc.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed