Financial Services Representative

6 days ago


Chula Vista, California, United States Banner Bank Full time
About the Role

We are seeking a skilled Floating Banker to join our team at Banner Bank. As a key member of our retail banking team, you will provide exceptional customer service and support to clients across various branch locations within a specific geographic region.

Key Responsibilities
  • Process transactions accurately and efficiently, ensuring a seamless experience for clients.
  • Assist clients in achieving their financial goals by actively referring Bank products and services.
  • Work effectively as a team contributor, maintaining a high level of personal reliability and punctuality.
  • Sell Bank products and services via in-person and telephone conversations, meeting minimum referral standards set by Manager.
  • Provide back-up teller coverage or back-up personal banker coverage and assistance at any retail branch location within a specific geographic region.
  • Comply with policies, procedures, security requirements, and government regulations.
Requirements
  • 2 or more years of teller experience, including sales experience with established goals.
  • Travel 50%.
  • Possess strong organizational skills, basic math, negotiation, and problem-solving skills.
  • Effective verbal and written communication skills, with proper phone and email etiquette.
  • Good interpersonal and relationship-building skills, with excellent customer service skills.
What We Offer
  • Targeted starting compensation range of $18+/hour, plus $1.50 premium on top of base pay.
  • Incentive and commission compensation may be awarded for eligible roles.
  • Comprehensive employee benefits, including medical, dental, vision, LTD, STD, and life insurance.
  • Paid vacation time, sick time, personal days, paid volunteer time, and 11 company-paid holidays.
  • 401k with up to 4% match and immediate vesting.
  • Tuition reimbursement up to $5,250 annually.


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