Relationship Banker
1 week ago
Banc of California is seeking a skilled Relationship Banker to join our team in Costa Mesa. As a key member of our banking team, you will be responsible for providing exceptional customer service, handling financial transactions, and building strong relationships with our clients.
Responsibilities- Assist customers with their financial needs, including opening new accounts, conducting needs assessments, and servicing transactions.
- Profile customers to determine their needs and provide tailored solutions.
- Serve as a dual-purpose role, fulfilling responsibilities of both a Banker and Teller.
- Responsible for the overall branch customer experience, assisting clients with deposits, withdrawals, cashing checks, and other transactions.
- Achieve individual and branch goals, including deposit, loan, and portfolio growth goals, revenue and risk management targets.
- Process new account transactions, cross-sell Bank products and services, and strive to meet or exceed sales goals.
- Respond to customer inquiries, resolve issues, and recognize cross-sales opportunities.
- Perform daily check scanning, vault settlement, ATM settlement, night drop deposits, and assist with opening/closing branch procedures as necessary.
- Intermediate math skills, including calculating interest and percentages, balancing accounts, and performing routine mathematical errors.
- Intermediate experience, knowledge, and training in all operational activities and terminology.
- Exceptional oral, written, and interpersonal communication skills.
- Able to interact positively with customers and coworkers, demonstrating a professional and helpful attitude.
- Ability to identify customer needs and implement effective solutions in a rapidly changing environment.
- Able to meet deadlines and pressure to attain branch sales goals while delivering an excellent customer experience.
- Ability to work accurately with close attention to detail and maintain confidentiality of sensitive information.
- Able to remain flexible and adapt to changes in the work environment.
- High School Diploma or equivalent required; Bachelor's degree preferred.
- 1-3 years of retail banking experience in a financial services industry.
- Salary Range: $47,000.00-$55,500.00; Final salary to be determined by education, experience, knowledge, skills, and abilities of the applicant, internal equity, and alignment with geographic/market data.
Banc of California is an equal opportunity employer committed to creating a diverse workforce. All qualified applicants will receive consideration for employment without regard to age, ancestry, color, religious creed, denial of Family and Medical Care Leave, disability, marital status, medical condition, genetic information, military and veteran status, national origin, race, sex, gender, gender identity, gender expression, and sexual orientation.
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