Relationship Banker Dana Point

8 hours ago

Dana Point, California, United States Banc of California Full time
Job Summary

Banc of California is seeking a skilled Relationship Banker to join our team in Dana Point. As a Relationship Banker, you will be responsible for providing exceptional customer service by handling financial needs in an efficient, friendly, and professional manner.

Key Responsibilities
  • Assist customers with inquiries and requests regarding current accounts
  • Profile customers while opening or servicing deposit accounts to determine needs
  • Serve as a dual-purpose role, fulfilling responsibilities of both a Banker and Teller
  • Responsible for the overall branch customer experience, assisting clients with deposits and withdrawals, cashing checks, performing transfers, and issuing bank checks
  • Achieve individual and branch goals, including deposit, loan, and portfolio growth goals, revenue and risk management targets
  • Process new account transactions, cross-sell Bank products and services, and strive to meet or exceed sales goals
  • Respond to customer inquiries, resolve issues, and recognize cross-sales opportunities
  • Perform daily check scanning, vault settlement, ATM settlement, night drop deposits, and assist with opening/closing branch procedures as necessary
Requirements
  • Intermediate math skills, including calculating interest and percentages, balancing accounts, and performing routine mathematical errors
  • Intermediate experience, knowledge, and training in all operational activities and terminology
  • Exceptional oral, written, and interpersonal communication skills
  • Ability to interact positively with customers and coworkers, demonstrate a professional and helpful attitude, and identify customer needs and implement effective solutions
  • Ability to meet deadlines and pressure to attain branch sales goals while delivering an excellent customer experience
  • Ability to work accurately with close attention to detail, maintain confidentiality of sensitive information, and remain flexible to adapt to changes in the work environment
Qualifications
  • High School Diploma or equivalent required; Bachelor's degree preferred
  • 1-3 years of retail banking experience in a financial services industry
  • Salary Range: $49,500.00-$67,000.00; Final salary to be determined by education, experience, knowledge, skills, and abilities of the applicant, internal equity, and alignment with geographic/market data

Banc of California is an equal opportunity employer committed to creating a diverse workforce. All qualified applicants will receive consideration for employment without regard to age, ancestry, color, religious creed, denial of Family and Medical Care Leave, disability, marital status, medical condition, genetic information, military and veteran status, national origin, race, sex, gender, gender identity, gender expression, and sexual orientation.

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