Jobs · Sales · California

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.

Similar jobs

Banker III

Banner BankLiberty Lake, WA· 2 wk ago
Financeapply on jobs.lever.co