Relationship Banker

Overview

This role supports client engagement in financial reviews, opens new deposit accounts, originates consumer loans, and builds a loan and deposit portfolio. The associate educates customers on services from internal partners, conducts outbound calls, develops a pipeline, and independently resolves client issues with digital products and services. The role may involve community engagement and events as part of service and sponsorship activities.

• Engage clients and prospects in client financial reviews and business financial reviews to provide solutions and uncover additional financial needs. Make recommendations and follow through on commitments to clients.
• Maintain direct contact with external and internal clients, delivering outstanding service in alignment with the bank’s Breakthrough Client Service Standards.
• Serve as the primary associate in the branch to open new deposit accounts and originate consumer loans.
• Originate consumer loans and some small business loans; actively build and maintain a loan and deposit portfolio.
• Educate customers about the availability of services originated by internal partners such as Treasury Management services.
• Perform proactive outbound phone calls to current and prospective consumer and small business customers. May partner with the branch manager to conduct outbound business development meetings in the community.
• Develop a pipeline of prospects from in-branch and outbound business development activities.
• Independently support and resolve client issues with digital products and services.
• Support the community, which may include events during and after business hours, weekends, volunteerism, and other forms of community sponsorship.

• High School Diploma or GED, required.
• 2 years of banking and/or demonstrated sales experience required.
• 2 years developing current and new client relationships, achieving sales goals, and building referral sources in banking or retail environment with client service and cash handling experience required.
• 2 years in a lending function with loan origination and processing functions required.
• In-depth knowledge of Consumer and Business products and services.
• Demonstrated proficiency in consumer and business lending.
• Demonstrated proficiency in consumer lending and basic business lending skills.
• Ability to understand cash flow, financial statements, and market risk.
• Desire and ability to build upon technology skills in various delivery channels, including online banking platforms, Bill Pay, E-Statements, mobile banking, ATM, and business banking applications.
• This position may require acting as a Bank MLO, with responsibilities defined under SAFE Act; all MLOs must register as an MLO complying with applicable requirements.
• This position is not authorized to act as a Bank Closed-End MLO; it is limited to open-end transactions (e.g., home equity lines of credit) only.

• Competitive Incentive Plan:
  Earn rewards that mirror your efforts.
• Professional Development:
  Grow your skills with tailored premier banker programs.
• Career Growth:
  Clear paths to achieve professional goals.

The pay range for this role is $22.00 - $30.00. The pay rate for the selected candidate is dependent upon factors including knowledge, skills, experience, education, and geographic location. The role may be eligible for performance-based incentive compensation, details provided during the recruitment process.

Primary Location: Ability to work fully onsite at posted location(s).

2010 Main Street, Suite 150 Irvine CA 92614

We are proud to offer a competitive total rewards package including base wages and comprehensive benefits. We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k) retirement savings plan with employer match, life insurance, disability insurance, tuition assistance, mental health resources, identity protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays.

Benefit eligibility begins the first day of the month following date of hire…