Relationship Banker - San Diego Coast

Job Description

This position engages lobby clients to educate and assist with self‑service banking transactions, including mobile, online, and ATM. The role involves accurately processing cash transactions, conducting in‑depth discussions to understand clients’ financial priorities, and connecting them to appropriate banking solutions.

• Execute the bank’s risk culture and strive for operational excellence.
• Build relationships with clients to meet financial needs.
• Follow established processes and guidelines to act in the best interest of clients and the bank, adhering to all applicable laws and regulations.
• Grow business knowledge and network by partnering with experts in small business, lending, and investments.
• Manage financial center traffic, appointments, and outbound calls effectively.
• Drive the client experience.
• Manage cash responsibilities.

• Enthusiastic, highly motivated self‑starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
• Effective collaborator who builds and nurtures strong relationships.
• Passionate, committed, and driven to deliver an experience that improves clients’ financial lives.
• Confident in identifying solutions for new and existing clients based on their needs.
• Communicates effectively and confidently, and is comfortable engaging all clients.
• Adapts quickly to new information and technology platforms.
• Confident in educating clients on how to conduct simple banking transactions via self‑service technologies (e.g., ATM, online banking, mobile banking).
• Applies strong critical thinking and problem‑solving skills to meet clients’ needs.
• Follow established processes and guidelines to act in the best interest of clients and the bank, adhering to all applicable laws and regulations.
• Efficiently manages time and capacity.
• Focuses on results, while acting in the best interest of the client.
• Flexible to work weekends and/or extended hours as needed.

• Experience in financial services with knowledge of industry products and solutions.
• One year of demonstrated successful sales experience in a salary‑plus incentive environment with individual sales goals.
• Six months of cash handling experience.
• Bachelor’s degree or business‑relevant associate’s degree (e.g., business management, business administration, or finance).

• Adaptability
• Business Acumen
• Customer and Client Focus
• Oral Communications
• Problem Solving
• Account Management
• Client Experience Branding
• Client Management
• Client Solutions Advisory
• Relationship Building
• Business Development
• Pipeline Management
• Prospecting
• Referral Identification
• Referral Management

Pay range: $25.00 – $27.88 per hour, based on experience, education and skill set. This role offers a base salary only and is not incentive eligible. The position is benefits eligible, offering industry‑leading benefits, paid time off, and supportive resources for employee wellness and community impact.

Shift: 1st shift (United States of America). Hours per week: 40.