Banker III
Banner Bank · Temecula, CA · 2 days ago
On-siteSales$20.35–$27.53/hrFull-time
About the role
As a Banker, you’ll be the welcoming face of the branch and a key partner in helping clients reach their financial goals. Your work ensures that every interaction is accurate, friendly, and aligned with our commitment to exceptional service.
Responsibilities
- Process client transactions accurately and efficiently while following established policies and procedures.
- Provide an excellent client experience and represent the Bank with professionalism and care.
- Help clients achieve financial goals by referring products, services, and Bank specialists when appropriate.
- Serve as a leader in sales, operations, and client service within the branch.
- Support branch operations, including mentoring, training, and coaching members of the teller team.
- Work collaboratively to complete assignments with quality and timeliness, with or without direct supervision.
- Maintain strong personal reliability and punctuality.
- Engage in in-person and phone conversations to identify and sell Bank products and services, meeting minimum referral standards.
- Open new accounts using the Banner Way sales process, when assigned.
- Ensure full compliance with policies, procedures, security requirements, and regulatory standards.
Requirements
- A High School Diploma or GED (Required).
- Two or more years of teller experience that includes sales experience with established goals (Required).
Qualifications
- Strong organizational skills and enjoyment of focusing on details.
- Comfortable with Windows-based applications, calculators, and basic PC tasks.
- Solid math, negotiation, and problem-solving abilities.
- Clear communication in both verbal and written formats, and polished phone and email etiquette.
- Ability to build relationships easily and provide excellent customer service in every interaction.
- Able to work branch hours as scheduled.
- Able to lift and move up to 25 pounds as part of essential job functions.
Skills
- Windows-based applications.
- Calculators.
- Basic PC tasks.
- Solid math skills.
- Negotiation skills.
- Problem-solving skills.
- Clear verbal and written communication.
- Customer service skills.
- Lifting and moving up to 25 pounds.
Benefits
- Targeted starting salary range (based on experience): $20.35- $ 27.53/hr.
- Annual incentive potential.
- Comprehensive employee benefits, including:
- Medical, dental, vision, LTD, STD and life.
- Paid vacation time, sick time and 11 company paid holidays.
- Tuition reimbursement.
Pay
- Targeted starting salary range (based on experience): $20.35- $ 27.53/hr.
Schedule
- Branch hours as scheduled.