Relationship Banking Specialist II

1 week ago

Santa Clarita, United States Kforce Full time

RESPONSIBILITIES:

Kforce has a client in Santa Clarita, CA that is seeking a Relationship Banking Specialist II who will provide amazing customer experience to all branch clients, assisting them with account servicing and transactional needs. They will promote and cross-sell bank products and services, and provide support to other Branch and Department team members as needed to perform other duties and functions as assigned.Responsibilities:
  • Promote bank products and services when possible, actively identifying opportunities to cross-sell bank products and services
  • Ensure customer problems and complaints are handled professionally, effectively, maintained at a minimum level, and resolved at the branch level to the customer's satisfaction
  • Timely participation in ongoing training and receipt of satisfactory ratings on all regulatory compliance audits
  • Adherence to the reporting and recordkeeping requirements of the Bank Secrecy Act, Anti-Money Laundering laws, OFAC, and CIP rules and regulations
The Relationship Banking Specialist will perform all transactions necessary to meet customer needs, including servicing accounts and all teller functions:
  • Client transaction processing
  • Debit card ordering and servicing
  • Online banking setup and servicing (as applicable)
  • Printed check orders
  • Branch cash ordering and shipping (as applicable)
  • Branch Certifications (as assigned)
  • Stop payments
  • Holds
  • Reg. E Claims
  • Safe Deposit Box opening, closing and servicing (as assigned)

REQUIREMENTS:

  • High school diploma or GED equivalent
  • At least six months of branch banking experience preferred
  • At least six months of cash handling experience
  • Computer skills to include use of Microsoft Office products and other programs as required
  • Strong mathematical ability
  • Strong analytical skills
  • Excellent oral and written communication skills
  • Outstanding interpersonal skills
  • Effective time management and organizational skills
  • Attention to detail and follow through
  • Ability to interact with coworkers, follow directions including established bank procedures, and accept constructive feedback
  • Working knowledge of all bank products and systems enabling cross-selling of bank products to a diverse client base
  • Thorough understanding of banking rules and regulations, especially BSA
  • Ability to count cash accurately
Demonstrated proficiency and understanding of all compliance regulations in support of servicing accounts, superseding accounts, and proper account titling and ownership, to mitigate risk to the bank:
  • Bank Secrecy Act
  • Customer Information Program
  • Beneficial Ownership
  • Office of Foreign Asset Control
  • Trust Account documentation
  • Fiduciary Account documentation

The pay range is the lowest to highest compensation we reasonably in good faith believe we would pay at posting for this role. We may ultimately pay more or less than this range. Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. This range may be modified in the future.

We offer comprehensive benefits including medical/dental/vision insurance, HSA, FSA, 401(k), and life, disability & ADD insurance to eligible employees. Salaried personnel receive paid time off. Hourly employees are not eligible for paid time off unless required by law. Hourly employees on a Service Contract Act project are eligible for paid sick leave.

Note: Pay is not considered compensation until it is earned, vested and determinable. The amount and availability of any compensation remains in Kforce's sole discretion unless and until paid and may be modified in its discretion consistent with the law.

This job is not eligible for bonuses, incentives or commissions.

Kforce is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.

By clicking "Apply Today" you agree to receive calls, AI-generated calls, text messages or emails from Kforce and its affiliates, and service providers. Note that if you choose to communicate with Kforce via text messaging the frequency may vary, and message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You will always have the right to cease communicating via text by using key words such as STOP.

PandoLogic. Keywords: Banker, Location: Santa Clarita, CA - 91350 , PL: 594944887

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