Banking Relationship Manager

2 weeks ago


Lafayette, California, United States Patelco Credit Union Full time
About the Role

We are seeking a highly motivated and customer-focused Personal Banker to join our team at Patelco Credit Union. As a Personal Banker, you will play a critical role in delivering exceptional service to our members, empowering them to achieve their financial goals.

Key Responsibilities
  • Provide personalized financial solutions to members, including account management, loan services, and investment advice.
  • Develop and maintain strong relationships with members, understanding their financial needs and goals.
  • Collaborate with internal teams to ensure seamless delivery of financial services and products.
  • Stay up-to-date on industry trends and regulatory requirements, ensuring compliance and best practices.
Requirements
  • 2+ years of experience in financial services or a related field.
  • Excellent communication and interpersonal skills.
  • Ability to work in a fast-paced environment and prioritize multiple tasks.
  • Strong analytical and problem-solving skills.
What We Offer
  • A competitive salary and benefits package.
  • Opportunities for professional growth and development.
  • A dynamic and supportive work environment.

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