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Branch Relationship Banker

2 months ago

Carlsbad, United States BankTalent HQ Full time
Job Title: Branch Relationship Banker

At BankTalent HQ, we are seeking a highly skilled Branch Relationship Banker to join our team at our Carlsbad Palomar Commons, CA Branch. As a key member of our team, you will be responsible for providing exceptional customer service to our clients and customers, building strong relationships, and driving sales and growth.

Key Responsibilities:
  • Provide full-service banking services to new and existing customers, with a focus on sales and service.
  • Resolve client concerns through direct personal action or by referring clients to alternative bank department resources.
  • 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.
Requirements:
  • 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 & relationship building skills.
  • Strong attention to detail and time management.
  • Proficient in basic computer skills.
Benefits:
  • Medical, Dental, and Vision Insurance - START DAY ONE.
  • Life and Disability Insurance, Paid Parental Leave, and Adoption Assistance.
  • Health Savings (HSA), Flexible Spending (FSA), and dependent care accounts.
  • Paid Training, Paid Time Off (PTO), and 11 Paid Federal Holidays, and any applicable state holidays.
  • 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience.
  • Mental health benefits including coaching and therapy sessions.
  • Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire.
  • Employee Ambassador preferred banking products.