Senior Banking Relationship Manager

2 days ago


San Jose, California, United States Workway Full time
Job Title: Senior New Accounts/CSR

Workway BancForce is a leading national staffing firm that connects qualified job seekers with top employers across the nation in various fields.

Job Summary:

We are seeking a Senior New Accounts/CSR to join our team. As a key member of our team, you will be responsible for building and maintaining strong relationships with customers, identifying sales opportunities, and providing exceptional customer service.

Key Responsibilities:
  • Interview and profile customers to recommend appropriate banking products and services.
  • Generate new business to drive bank profitability and branch goals.
  • Partner with other business lines to identify sales opportunities and deliver outstanding customer experiences.
  • Open and support consumer and business checking, savings, CDs, IRAs, and Trust & Estate Accounts.
  • Support business clients with essential Treasury Services, including RDC, Armored, and Courier Service.
  • Maintain thorough knowledge of bank products and services.
  • Stay up-to-date on applicable New Account laws, procedures, and required documentation.
Requirements:
  • Minimum of three years of banking teller experience.
  • Advanced experience with opening consumer accounts and complex business accounts.
  • Strong customer relations skills and ability to communicate effectively with employees and customers.
  • Knowledge of basic banking regulations, such as BSA and Information Security.
  • Excellent judgment and ability to handle confidential information.
  • Proficiency in using Word, Excel, and Outlook applications and banking programs.
Compensation:

$20.00-$28.60 per hour DOE. Compensation may vary based on qualifications, skills, and experience.

Employees enjoy access to healthcare benefits, including medical, dental, and vision, as well as a 401(k) plan.

Workway, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender, gender identity, national origin, disability, or any other protected characteristic.



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