Branch Relationship Banker- Fremont, CA
California Bank & Trust · Fremont, CA · 2 wk ago
On-siteFinance$27–$35/hrFull-time
Essential Functions
- Performs full-service banking services to new and existing customers within the branch, with a primary focus on sales and service.
- Duties may include new accounts, consumer loans, and performing client services issues.
- Resolve client concerns through direct personal action or by referring clients to an alternative bank department resource.
- Responsible for making appropriate referrals for other bank products and services, including commercial lending products.
- Follows up with clients as needed.
- May be responsible to perform cash transactions, open or update accounts, originate and close consumer or small business loans.
- Responsible to resolve customer service issues.
- Establishes, expands and maintains a strong customer relationship by providing extensive, personalized service focused on the specific needs of each banking customer.
- May be responsible for processing cash transactions and other customer service duties within the branch.
Qualifications
- A high school diploma or equivalent and 1+ years' experience in sales, teller, new accounts or loan processing or other directly related experience.
- An equivalent combination of education and experience may meet qualifications.
- Previous experience in a financial sales representative-oriented role preferred.
- Working knowledge of mathematical calculations and standard banking products, services and transactions.
- Solid knowledge of all retail products and services.
- Basic knowledge of consumer lending applications.
- Proven customer service, interpersonal and communication skills, both verbal and written.
- Effective selling, cross-selling and referral skills.
- Solid mathematical, problem-solving and negotiation skills.
- Solid interpersonal & relationship building skills.
- Strong attention to detail and time management.
- Proficient in basic computer skills.
Benefits
- Medical, Dental and Vision Insurance - START DAY ONE!
- Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
- Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
- Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays
- 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
- Mental health benefits including coaching and therapy sessions
- Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire
- Employee Ambassador preferred banking products
Pay
This position is eligible to earn a base salary in the range of $27 - 35 hourly depending on job-related factors such as level of experience.