Relationship Banker

. Engage clients in the lobby and educate them on conducting transactions through mobile banking, online banking, and ATMs .

Posted 9/25/2026full-timeAnaheim • California • United StatesMid-LevelSenior💰 $25 - $27 per hourWebsite

Key responsibilities & impact

Engage clients in the lobby and educate them on conducting transactions through mobile banking, online banking, and ATMs
Accurately and efficiently process cash transactions
Conduct deep conversations to understand clients’ financial and life priorities
Connect clients to solutions that meet their financial goals
Execute the bank’s risk culture and strive for operational excellence
Build relationships with clients to meet financial needs
Follow established processes, guidelines, laws, and regulations
Partner with experts in small business, lending, and investments to grow business knowledge and networks
Manage financial center traffic, appointments, and outbound calls
Drive the client experience
Manage cash responsibilities

What you’ll need

Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results
Strong collaboration and relationship-building skills
Passion, commitment and drive to improve clients’ financial lives
Ability to identify solutions for new and existing clients based on their needs
Effective and confident communication skills
Ability to learn and adapt to new information and technology platforms
Ability to educate clients on ATM, online banking, and mobile banking self-service technologies
Strong critical thinking and problem-solving skills
Ability to follow established processes, guidelines, laws, and regulations
Efficient time and capacity management
Ability to work weekends and/or extended hours
Ability to work at any financial center location within a reasonable commuting distance
Experience in financial services and knowledge of financial services products and solutions (desired)
One year of successful sales experience in a salary plus incentive environment with individual sales goals (desired)
Six months of cash handling experience (desired)
Bachelor's Degree or business-relevant Associate’s Degree in business management, business administration, or finance (desired)
Subject to FDIC and Loan Originators criminal-history hiring restrictions

Comp & perks