Relationship Banking Associate

2 weeks ago

Rancho Santa Margarita, California, United States Marquee Staffing - OC Full time
Job Summary

Deliver exceptional customer experiences by assisting clients with account services and transactional needs. Promote and recommend banking products and services while providing support to branch and department teams.

Key Responsibilities
  • Client Engagement
    • Actively engage clients to recommend banking products and services, identifying opportunities for cross-selling.
  • Customer Experience
    • Deliver a consistently excellent customer experience to all branch visitors.
  • Issue Resolution
    • Address client concerns and resolve issues promptly at the branch level to ensure high satisfaction.
  • Transaction Execution
    • Perform a wide range of banking transactions and services, including:
      • Processing client transactions
      • Ordering and servicing debit cards
      • Assisting with online banking setup and support
      • Ordering printed checks
      • Managing cash orders and shipping (if applicable)
      • Handling branch certifications (as assigned)
      • Processing stop payments, holds, and Regulation E claims
      • Opening, closing, and servicing safe deposit boxes (if applicable)
    • Regulatory Compliance
      • Ensure compliance with all relevant regulations when servicing accounts and managing documentation, including:
        • Bank Secrecy Act
        • Customer Information Program (CIP)
        • Beneficial Ownership regulations
        • Office of Foreign Asset Control (OFAC)
        • Trust and Fiduciary Account documentation
    • Training and Audits
      • Participate in ongoing training and maintain satisfactory performance on compliance audits.
    • Operational Issue Resolution
      • Resolve complex or unusual operational issues when possible, recognizing when to escalate to management.
    • Work Environment
      • Contribute to maintaining a safe and efficient work environment.
    • Attendance
      • Maintain regular, dependable attendance.
    • Additional Tasks
      • Perform other duties as required.
    Required Skills and Qualifications
    • Proficient in Microsoft Office and relevant software programs.
    • Strong mathematical and analytical abilities.
    • Excellent written and verbal communication skills.
    • Exceptional interpersonal skills.
    • Effective time management and organizational skills.
    • High attention to detail and accuracy in task completion.
    • Ability to follow established procedures and accept feedback constructively.
    • Knowledge of banking products and systems for effective cross-selling.
    • Solid understanding of banking regulations, particularly related to the Bank Secrecy Act (BSA).
    • Accuracy in cash handling.
    Education and Experience
    • High school diploma or equivalent (GED) required.
    • At least six months of experience in branch banking preferred.
    • Minimum of six months of experience handling cash required.

Marquee Staffing has built a reputation on expert local market knowledge, unparalleled personalized service and the ability to deliver winning candidates and job opportunities. Marquee operates offices located conveniently throughout Southern California. Each branch is full-service, providing temporary, contract, contract-to-hire and direct placement services for a diverse set of clients. Each branch has recruiters who specialize in key industries, ensuring that our clients get the best match possible for each open position and that our candidates get expert guidance in their career path. Apply with us today

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