Relationship Banking Specialist II

5 days ago


Rancho Santa Margarita, California, United States California Bank of Commerce Full time
Job Description

We are seeking a highly skilled and experienced Relationship Banking Specialist II to join our team at the California Bank of Commerce.

Job Summary:

The successful candidate will be responsible for providing exceptional customer service to all branch clients, assisting them with account servicing and transactional needs. They will also promote and cross-sell bank products and services, and provide support to other Branch and Department team members as needed.

Key Responsibilities:

  • Promote Bank Products and Services:
    • Identify opportunities to cross-sell bank products and services to clients.
    • Provide personalized recommendations to clients based on their financial needs.
  • Provide Exceptional Customer Service:
    • Assist clients with account servicing and transactional needs.
    • Resolve customer complaints and issues in a professional and timely manner.
  • Support Branch and Department Team Members:
    • Provide assistance and support to other Branch and Department team members as needed.
    • Collaborate with team members to achieve business objectives and goals.

Requirements:

  • Education:
    • High school diploma or equivalent required.
    • Associate's or Bachelor's degree in a related field preferred.
  • Experience:
    • At least six months of branch banking experience preferred.
    • Minimum six months of cash handling experience required.
  • Skills:
    • Strong mathematical ability.
    • Excellent oral and written communication skills.
    • Outstanding interpersonal skills.
    • Effective time management and organizational skills.
    • Attention to detail and follow through.

Work Environment:

  • Standard office environment with a moderate noise level.

Physical Demands:

  • Prolonged periods sitting at a desk and working on a computer.
  • Remain in a stationary position for sustained periods of time.
  • Occasionally move about inside the office to access file cabinets and/or other office machinery.

Equal Opportunity Employer:

The California Bank of Commerce is an equal opportunity employer and welcomes applications from diverse candidates.



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