Financial Services Officer

2 weeks ago

Camarillo, California, United States Mechanics Bank Full time
Job Title: Financial Services Officer

Mechanics Bank is seeking a highly skilled Financial Services Officer to join our team at our Camarillo Branch. As a key contributor to the sales performance of a Retail Branch, you will support senior production staff to ensure branch and customer financial success, customer satisfaction, accurate performance reporting, and staff development.

Key Responsibilities:
  • Support senior production staff to achieve sales goals and financial targets for the branch.
  • Ensure high-quality processes and ethical sales in the branch.
  • Retain and expand relationships with existing customers and promote and develop new business.
  • Identify opportunities and sell a full suite of Retail Banking deposit and lending products to consumers and small businesses.
  • Work directly with clients on complex consumer, business, and fiduciary account structures.
  • Maintain excellent knowledge of compliance requirements, Bank policies and procedures, and Bank products and services.
Requirements:
  • High School Diploma or GED required or equivalent combination of education and experience.
  • Minimum of 2 years of banking experience with an emphasis in sales required.
  • Minimum of 1 year of leadership experience preferred.
  • Notary license preferred.
  • Thorough knowledge of Bank products and services, policies and procedures related to new accounts and sales functions.
  • Thorough knowledge of small business and consumer credit principles and practices.
  • Knowledge of State and Federal banking regulations as they relate to new accounts and operations functions.
  • Leadership ability to supervise and to provide coaching and development.
  • Skilled in dealing with customer issues in difficult situations.
  • Ability to persuade, including the value and benefits of using the Bank's services and products.
  • Excellent interpersonal skills, including customer service, listening, and responding appropriately to requests from customers.
  • Outbound calling skills including prospecting, appointment setting, and sales presentations to decision makers.

Mechanics Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, religion, national origin, age, genetic information, veteran status, or on the basis of disability, gender identity, sexual orientation or other bases prohibited by applicable law.

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