Jobs · Finance · California

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.

Similar jobs