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Relationship Banker
2 months ago
At BankTalent HQ, we are seeking a highly motivated and customer-focused Branch Relationship Banker to join our team at our La Jolla, CA branch. As a key member of our banking team, you will be responsible for providing exceptional customer service and building strong relationships with our clients.
Key Responsibilities- Provide full-service banking services to new and existing customers, with a primary focus on sales and service.
- Resolve client concerns through direct personal action or by referring clients to an alternative bank department resource.
- Make appropriate referrals for other bank products and services, including commercial lending products.
- Follow up with clients as needed.
- Perform cash transactions, open or update accounts, originate and close consumer or small business loans.
- Resolve customer service issues.
- Establish, expand, and maintain a strong customer relationship by providing extensive, personalized service focused on the specific needs of each banking customer.
- High School diploma or equivalent and 1+ years' experience in sales, teller, new accounts, or loan processing, or other directly related experience.
- 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 and relationship-building skills.
- Strong attention to detail and time management.
