Relationship Banker II

New Accounts

Perform all aspects of new account opening procedures for all bank products/services.

Answer customer inquiries, make appropriate financial solutions and recommendations and assist with problem resolution.

Maintain confidentiality of customer information as well as Bank proprietary information.

Sales & Service

Identify sales opportunities to cross-sell bank products and services to ensure customers’ financial goals are met.

Provide quality personalized customer service, maintain frequent customer contact to expand relationships and ensure customer retention.

Maintain open communication with Bank business partners and make referrals as appropriate (e.g. Financial Advisors, Mortgage Loan Originators, Commercial Lenders).

Proactively support branch new business promotions.

Operations

Perform deposits and withdrawal transactions.

Reconcile and balance teller cash drawer.

Process outgoing wires.

Maintain open communication with Bank business partners and make referrals as appropriate (e.g. Financial Advisors, Mortgage Loan Originators, Commercial Lenders).

Proactively support branch new business promotions.

Qualifications

• College degree in business, accounting or finance preferred, but not required
• 1-2 years of cash handling, customer service in a retail environment, or sales experience required
• Banking experience is a plus
• Minimum 1 year new accounts, sales experience, or relevant banking experience, preferred
• Motivated to consistently provide our customers with excellent service and help them achieve their financial goals
• PC literate and typing proficient
• Previous experience with data entry, 10-key, banking software, and Microsoft Word, Excel, PowerPoint and Outlook a plus
• Detail-oriented and organized – can multi-task, work well under pressure and follow through on commitments
• Excellent interpersonal, listening, and communication skills – can make personal connections, engage and educate the customer, ask open-ended questions, listen to establish trust and build lasting relationships
• Demonstrated ability to assess customer needs, provide appropriate solutions or recommendations, and optimize sales opportunities to new and existing customers
• Able to work independently and as part of team
• Able to give and receive feedback to improve skills and job knowledge
• Able to work weekends and extended hours as required to meet business demands
• Bilingual English/Chinese (Mandarin or Cantonese) preferred
• May obtain (optional) MLO (Mortgage Loan Originator) status to originate mortgage loans
• Must possess an active registration or be eligible for registration under the Nationwide Licensing System & Registry (NMLS)