Branch Relationship Banker

4 days ago


La Jolla, California, United States BankTalent HQ Full time

About BankTalent HQ

We are a leading financial services company dedicated to serving our communities, families, and businesses. Our mission is to provide top-notch customer service and build strong relationships with our clients.

Job Summary

We are seeking a highly motivated and customer-focused Branch Relationship Banker to join our team at BankTalent HQ. As a Branch Relationship Banker, you will be responsible for providing full-service banking services to new and existing customers, with a primary focus on sales and service.

Key Responsibilities

  • Perform full-service banking services to new and existing customers, including new accounts, consumer loans, and performing client services issues.
  • Resolve client concerns through direct personal action or by referring clients to an alternative bank department resource.
  • 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.
  • Process cash transactions and other customer service duties within the branch.

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 and relationship-building skills.
  • Strong attention to detail and time management.


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