Relationship Banker

3 days ago


Costa Mesa, California, United States Banc of California Full time
Job Summary

Banc of California is seeking a skilled Relationship Banker to join our team in Costa Mesa. As a key member of our banking team, you will be responsible for providing exceptional customer service, handling financial transactions, and building strong relationships with our clients.

Responsibilities
  • Assist customers with their financial needs, including opening new accounts, conducting needs assessments, and servicing transactions.
  • Profile customers to determine their financial needs and provide tailored solutions.
  • Work as a dual-purpose role, fulfilling responsibilities of both a Banker and Teller.
  • Responsible for the overall branch customer experience, assisting clients with deposits, withdrawals, cashing checks, and other transactions.
  • 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 needed.
  • Multitask among multifaceted job roles to address all service or transaction needs.
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, demonstrating a professional and helpful attitude.
  • Ability to identify customer needs and implement effective solutions in a rapidly changing environment.
  • 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 and maintain confidentiality of sensitive information.
  • Ability to remain flexible and 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.
  • Ability to work with general supervision while performing duties.
  • Ability to communicate effectively with individuals using a telephone.
  • Must be fully vaccinated for COVID-19 and present proof of vaccination.
About Banc of California

Banc of California is an equal opportunity employer committed to creating a diverse workforce. We proudly partner with community organizations that provide financial literacy, job training, small business support, and affordable housing to help improve the communities where we live and work.


  • Relationship Banker

    3 weeks ago


    Costa Mesa, California, United States Bank of America Full time

    Job Description:At Bank of America, we are committed to helping our clients achieve their financial goals through personalized service and expert guidance. As a Relationship Banker, you will play a critical role in building strong relationships with our clients, understanding their financial needs, and providing tailored solutions to meet those needs.Key...

  • Relationship Banker

    3 weeks ago


    Costa Mesa, California, United States Banc of California Full time

    Job SummaryWe are seeking a highly skilled and motivated Relationship Banker to join our team at Banc of California in Costa Mesa. As a Relationship Banker, you will be responsible for providing exceptional customer service and building strong relationships with our clients.Key ResponsibilitiesAssist customers with their financial needs, including opening...

  • Relationship Banker

    4 weeks ago


    Costa Mesa, California, United States Banc of California Full time

    About the RoleBanc of California is seeking a skilled Relationship Banker to join our team in Costa Mesa. As a Relationship Banker, you will be responsible for providing exceptional customer service and building strong relationships with our clients.Key ResponsibilitiesCustomer Service: Assist customers with their financial needs, including opening new...

  • Relationship Banker

    2 weeks ago


    Costa Mesa, California, United States Banc of California Full time

    Job SummaryBanc of California is seeking a skilled Relationship Banker to join our team in Costa Mesa. As a key member of our banking team, you will be responsible for providing exceptional customer service, handling financial transactions, and building strong relationships with our clients.ResponsibilitiesAssist customers with their financial needs,...

  • Relationship Banker

    3 weeks ago


    Costa Mesa, California, United States Banc of California Full time

    Job SummaryBanc of California is seeking a skilled Relationship Banker to join our team in Costa Mesa. As a key member of our banking team, you will be responsible for providing exceptional customer service, handling financial transactions, and building strong relationships with our clients.ResponsibilitiesAssist customers with their financial needs,...

  • Relationship Banker

    4 weeks ago


    Costa Mesa, California, United States Banc of California Full time

    About the RoleBanc of California is seeking a skilled Relationship Banker to join our team. As a key member of our branch, you will be responsible for providing exceptional customer service and building strong relationships with our clients.Key ResponsibilitiesCustomer Service: Assist customers with their financial needs, including opening new accounts,...


  • Costa Mesa, California, United States MidFirst Bank Full time

    Job Title: Associate Relationship Manager1st Century Bank, a division of MidFirst Bank, is a full-service bank with a vision of unparalleled client service in Los Angeles.The Bank's core principles are flexibility, responsiveness, and the ability to create tailored solutions, coupled with its commitment to provide exceptional client service.Our bankers work...


  • La Mesa, California, United States Coldwell Banker Full time

    About the RoleWe are seeking a motivated and enthusiastic Real Estate Sales Agent to join our team at Coldwell Banker. As a member of our team, you will have the opportunity to work with a comprehensive training program and an impressive range of technology tools designed to get you up and running quickly.Key Responsibilities:Represent home sellers and home...


  • Costa Mesa, California, United States WELLS FARGO BANK Full time

    About Wells FargoWells Fargo is a leading financial services company that offers a wide range of banking and financial services to individuals, businesses, and institutions. We are committed to helping our customers achieve their financial goals and live their best lives.Job SummaryWe are seeking a Teller to join our Consumer, Small & Business Banking...


  • Costa Mesa, California, United States WELLS FARGO BANK Full time

    About Wells FargoWells Fargo is a leading financial services company that offers a wide range of banking and financial services to individuals, businesses, and institutions. We are committed to helping our customers achieve their financial goals and live their best lives.Job SummaryWe are seeking a Teller to join our Consumer, Small & Business Banking...


  • Costa Mesa, California, United States Wells Fargo Full time

    About Wells FargoWells Fargo is a leading financial services company that offers a wide range of banking and financial services to individuals, businesses, and institutions. We are committed to helping our customers achieve their financial goals and live their best lives.Job SummaryWe are seeking a Teller to join our Consumer, Small & Business Banking...


  • Costa Mesa, California, United States WELLS FARGO BANK Full time

    About This RoleWe are seeking a skilled Teller to join our Consumer, Small & Business Banking division in our National Branch Network. As a Teller, you will play a vital role in providing exceptional customer service and financial solutions to our clients.Key ResponsibilitiesProcess teller transactions, share digital solutions, and make introductions to...


  • Costa Mesa, California, United States Western Alliance Bank Full time

    {"title": "Commercial Banking Executive", "subtitle": "Asset Based Lending Expert", "content": "At Western Alliance Bank, we are seeking a highly skilled Commercial Banking Executive to join our team as an Asset Based Lending Expert. This is a unique opportunity to leverage your expertise in commercial banking and asset based lending to drive business growth...


  • La Mesa, California, United States BankTalent HQ Full time

    Job Title: Commercial Relationship BankerAt BankTalent HQ, we're seeking a skilled Commercial Relationship Banker to join our team. As a key member of our commercial banking team, you'll be responsible for building and maintaining strong relationships with our clients, identifying new business opportunities, and providing expert advice on commercial lending...

  • Relationship Banker

    4 weeks ago


    Costa Mesa, California, United States Banc of California Full time

    About Banc of CaliforniaBanc of California, Inc. is a leading bank holding company with a strong presence in California. With a commitment to service and building enduring relationships, we provide a higher standard of banking to our customers.Job SummaryWe are seeking a highly skilled and experienced Relationship Banker to join our team. As a Relationship...


  • Mesa, Arizona, United States National Bank of Arizona Full time

    Job Title: Branch Relationship BankerAt National Bank of Arizona, we're a community of professionals with relationships at our core. We strive to promote an engaging environment with accessible leadership and ongoing employee development. Our workplace culture is based on inclusivity and collaboration, so we can give our customers as well as our employees...


  • Costa Mesa, United States Western Alliance Bank Full time

    The position of Commercial Banker is responsible for identifying a target market for new business and subsequently develop and establish a book of new business from those relationships. The position is responsible for the negotiating, underwriting an Lending, Commercial, Banker, VP, Relationship Manager, Processing, Business Services


  • Mesa, Arizona, United States National Bank of Arizona Full time

    **About Us**National Bank of Arizona is a community-focused financial institution that prides itself on building strong relationships with its customers, shareholders, and employees. Our mission is to provide exceptional service and support to help our clients achieve their financial goals.**Job Summary**We are seeking an experienced Branch Relationship...

  • Small Business Banker

    2 months ago


    Mesa, United States Western Alliance Bank Full time

    Job Title: Small Business Banker Location: Mesa What you'll do: The Small Business Banker is responsible for building strong advisory relationships with small business clients, typically those with annual revenues

  • Personal Banker

    4 weeks ago


    Mesa, Arizona, United States WELLS FARGO BANK Full time

    About Wells FargoWells Fargo is a leading financial services company that offers a wide range of banking and financial services to individuals, businesses, and institutions. We are committed to helping our customers achieve their financial goals and succeed in life.Job SummaryWe are seeking an Associate Personal Banker to join our team in Mesa, AZ. As a...


  • Mesa, United States National Bank of Arizona Full time

    At National Bank of Arizona, we’re a community of professionals with relationships at our core. We strive to promote an engaging environment with accessible leadership and on-going employee development. National Bank of Arizona was founded on the premise of building local relationships, we pride ourselves on providing our clients, shareholders and each...


  • La Mesa, United States BankTalent HQ Full time

    Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique experiences, background and perspectives and provides a collaborative environment...

  • Personal Banker

    4 weeks ago


    Mesa, Arizona, United States WELLS FARGO BANK Full time

    About This RoleWells Fargo is seeking a skilled Associate Personal Banker to join our National Branch Network team within the Consumer, Small & Business Banking division.Key ResponsibilitiesDeliver exceptional customer experiences by building relationships through proactive outreach and proposing suitable products, services, and digital solutions to help...

  • Loan Coordinator

    7 days ago


    Costa Mesa, United States 1st Century Bank Full time

    1st Century Bank, a division of MidFirst Bank, is a full service bank with a vision of unparalleled client service in Los Angeles. The Bank's core principles are flexibility, responsiveness, and the ability to create tailored solutions, coupled with its commitment to provide exceptional client service. Our bankers work in a team effort to develop a deep...

  • Loan Coordinator

    1 week ago


    Costa Mesa, United States 1st Century Bank Full time $28 - $31

    1st Century Bank, a division of MidFirst Bank, is a full service bank with a vision of unparalleled client service in Los Angeles. The Bank's core principles are flexibility, responsiveness, and the ability to create tailored solutions, coupled with its commitment to provide exceptional client service. Our bankers work in a team effort to develop a deep...


  • Costa Mesa, United States 1st Century Bank Full time

    Job Title: Loan Coordinator1st Century Bank, a division of MidFirst Bank, is a full-service bank with a vision of unparalleled client service in Los Angeles.The Bank's core principles are flexibility, responsiveness, and the ability to create tailored solutions, coupled with its commitment to provide exceptional client service.Our bankers work in a team...


  • Mesa, Arizona, United States Western Alliance Bank Full time

    Job Title: Small Business BankerLocation: MesaJob Summary:The Small Business Banker is a key role at Western Alliance Bank, responsible for building strong relationships with small business clients and driving business growth. As a Small Business Banker, you will be the primary point of contact for a portfolio of clients, providing expert advice and guidance...


  • Mesa, Arizona, United States Western Alliance Bank Full time

    Job Title: Small Business BankerLocation: MesaJob Summary:The Small Business Banker is a key role within Western Alliance Bank, responsible for building strong advisory relationships with small business clients. This involves creating new business opportunities, expanding existing customer bases, and providing expert financial guidance to help clients...


  • Costa Mesa, California, United States Lewis Brisbois Full time

    Job DescriptionOverview:The Orange County office of Lewis Brisbois, a full-service AmLaw 100 firm, is actively seeking an attorney to join its Professional Liability Practice with the opportunity to work with an experienced trial team in the areas of Real Estate and Personal Injury defense.Key Responsibilities:Defend professional liability claims involving...


  • Mesa, Arizona, United States Western Alliance Bank Full time

    Job Title: Small Business BankerAbout the Role: As a Small Business Banker at Western Alliance Bank, you will be responsible for building strong advisory relationships with small business clients, providing them with tailored financial solutions to meet their unique needs. You will work closely with clients to understand their financial goals and objectives,...


  • Mesa, United States Quontic Full time

    Why Work for Quontic?Quontic Bank is a CDFI federally chartered digital community bank. We have a customer-centric culture built around helping our customers and giving back to local communities. We're making homeownership simpler, faster, and most importantly, more accessible for all communities across the United States.Who We areQuontic is the adaptive...

  • Account Executive

    2 weeks ago


    mesa, United States Quontic Full time

    Why Work for Quontic?Quontic Bank is a CDFI federally chartered digital community bank. We have a customer-centric culture built around helping our customers and giving back to local communities. We're making homeownership simpler, faster, and most importantly, more accessible for all communities across the United States.Who We areQuontic is the adaptive...

  • Account Executive

    2 weeks ago


    Mesa, United States Quontic Full time

    Why Work for Quontic?Quontic Bank is a CDFI federally chartered digital community bank. We have a customer-centric culture built around helping our customers and giving back to local communities. We're making homeownership simpler, faster, and most importantly, more accessible for all communities across the United States.Who We areQuontic is the adaptive...

  • Teller 20hrs

    3 weeks ago


    Mesa, United States WELLS FARGO BANK Full time

    Why Wells Fargo:Are you looking for more? Find it here. At Wells Fargo, we believe that a meaningful career is much more than just a job. It's about finding all of the elements that help you thrive, in one place. #LivingTheWellLife means you're supported in life, not just work. It means having a competitive salary, a robust benefits package, and programs to...