Relationship Banker
Beneficial State Bank
About this role
A Relationship Banker develops new and existing banking relationships by sourcing new clients and retaining current customers through personalized financial assessments and product recommendations. The role involves customer service, sales, operational tasks, and ensuring regulatory compliance within a retail banking environment.
Skills
About Beneficial State Bank
beneficialstatebank.comBeneficial State Bank is a mission-driven, FDIC‑insured bank that promotes "ethical banking for people & planet." It offers personal, business, nonprofit, and commercial banking products—checking and savings, loans, mortgages, and community development lending—geared toward customers who want their money to support social and environmental impact. The bank emphasizes transparency, impact-driven lending, and strengthening local communities, with branches and services primarily in California and Oregon. Customers choose Beneficial State for its values‑based approach to finance and commitment to sustainable community investment.
About Beneficial State Bank
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Beneficial State Bank.
Salary
$40k – $50k
per year