Concierge Banker - San Diego

Essential Duties and Responsibilities

• Process customer transactions efficiently and accurately in a fast-paced environment.
• Maintain and balance a cash drawer.
• Adequately adhere to policies and procedures.
• Greet customers and facilitate a welcoming and customer-focused environment.
• Respond to customer inquiries and concerns; research and identify solutions.
• Generate new business and expand relationships with current customers by cross-selling bank products and services.
• Build customer loyalty by developing relationships and always offering exceptional service.
• Represent the bank in a positive, courteous, and professional manner by promptly greeting each client.
• Provide efficient and accurate service in processing transactions.
• Affirmatively ensure proper functioning of day-to-day operations, including opening and closing procedures, cash levels, and vault activities.
• Assist in ensuring compliance with bank’s policies and procedures and provide proper training as necessary.
• Assist with overall facilities management function to include purchasing supplies, keeping a professional image of break rooms, and conference rooms.

Required Skills

• Minimum of 2 years of cash handling responsibilities.
• Excellent customer-service skills, including oral and written communication.
• Effective contribution to a positive team environment and working toward achieving goals.
• Careful attention to detail and strong organizational skills.
• Adherence closely to bank procedures and regulations.
• Strong work ethic and high integrity.
• Strong computer and 10-key skills.

Preferred Skills

• Knowledge of banking products and procedures.
• Successful sales record in a sales or banking environment.
• Proficiency with all Microsoft applications (Word, Outlook, Excel etc.).

Physical Requirements

• This position requires long periods of standing or sitting as well as typing and repetitive motion.
• Candidates must possess the ability to lift and carry cash drawers, coin bags, and boxes sometimes weighing as much as 25 pounds.

Benefits

• We offer a generous comprehensive benefits package including medical, dental, and vision coverage; paid holidays, vacation, and sick leave; and 401(K) plan.
• Hours of paid leave may vary based on position.

Pay

• The compensation range for this position represents the minimum and maximum base salary for this role.
• Actual compensation will vary based on factors including experience, skills, qualifications, location, education, and business needs.
• This position may also be eligible for additional bonuses, where applicable.