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Personal Banker Grover Beach Branch
2 months ago
We are seeking a highly motivated and customer-focused Associate Personal Banker (SAFE) to join our team in Grover Beach, CA. As a key member of our National Branch Network, you will play a critical role in delivering exceptional customer experiences and building strong relationships with our customers.
Key Responsibilities- Participate in proactive outreach to build relationships with customers and propose suitable products and services to help them succeed financially.
- Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications.
- Receive direction from managers and exercise judgment within defined policies and procedures.
- Develop a deep understanding of bank products and services to connect with customers' needs.
- Interact with customers to demonstrate care and build relationships.
- Provide suitable options for bank products and services to customers.
- Refer customers' financial needs to other bankers and partners as needed.
- 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
- Customer service focus with experience handling complex transactions across multiple systems.
- Experience proactively engaging with customers through outreach via phone or email.
- Ability to educate and connect customers to technology and share the value of mobile banking options.
- Ability to help customers succeed financially by offering introductions to additional team members as appropriate.
- Experience working with others on a team to meet customer needs.
- Experience fostering and developing strong customer relationships.
- Ability to build strong relationships with internal partners.
- Ability to follow policies, procedures, and regulations.
- Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss.
- Ability to interact with integrity and professionalism with customers and team members.
We offer a competitive salary, a robust benefits package, and programs to support your work-life balance and well-being. You will also have opportunities to grow and develop your skills, as well as be part of a dynamic and supportive team.
As a valued member of our team, you will have access to ongoing training and development opportunities, as well as a comprehensive benefits package, including health benefits, 401(k) Plan, paid time off, disability benefits, life insurance, critical illness insurance, and accident insurance.
We are an equal opportunity employer and welcome applications from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran, or any other status protected by applicable law.
