Regional Relationship Banker I
- Perform deposits and withdrawal transactions.
- Reconcile and balance teller cash drawer.
- Process outgoing wires.
- Essential functions of Safe Deposit box (e.g. entry, opening, maintenance).
- Assist customers with problem resolution.
- Assist in ATM balancing.
- Detect and report fraudulent or suspicious activities by completing BSA reporting as required, Currency Transactions Reports or Monetary Instrument Reports.
- Perform all aspects of new account opening procedures for all bank products/services.
- Answer customer inquiries, make appropriate financial solutions and recommendations and assist with problem resolution.
- Perform customer service functions such as check orders, change of address, return mail processing, supersede signature cards, and other account maintenance changes.
- Maintain confidentiality of customer information as well as Bank proprietary information.
- Identify sales opportunities to cross-sell bank products and services to ensure customers' financial goals are met.
- Provide quality personalized customer service, maintain frequent customer contact to expand relationships and ensure customer retention.
- Maintain open communication with Bank business partners and make referrals as appropriate (e.g. Financial Advisors, Mortgage Loan Originators, Commercial Lenders).
- Proactively support branch new business promotions.
- Education: College degree in business, accounting or finance preferred or related work experience.
- Experience: 6-12 months of cash handling, customer service in a retail environment, or sales experience preferred. Banking experience is a plus.
- Skill/Ability: Availability to work any shift matching the branch banking hours and/or staffing needs. A willingness to work a flexible schedule. A willingness to travel to multiple locations as business needs arise. Desire to learn the banking industry, help others, and work in a professional environment. PC literate and typing proficient. Previous experience with data entry, 10-key, banking software, and Microsoft Word, Excel, PowerPoint and Outlook a plus. Detail-oriented and organized with good note taking and follow-up skills. Good oral and written communication skills - can write clear messages, initiate conversations, and talk to customers about products and services. Good listening and interpersonal skills - can listen without interrupting, seeks clarification, responds professionally, and keeps emotions under control in difficult situations. Ability to work independently and as part of team. Ability to give and receive feedback to improve skills and job knowledge. Can maintain good attendance and arrive consistently at scheduled start time. Bilingual English/Chinese (Mandarin or Cantonese) preferred.
Recommended Jobs
General Open Position
K&D Landscaping Inc. is a family-owned and operated business with over 30 years of experience, now proudly expanding our services to the San Luis Obispo region. From our humble beginnings as a small …
Adjunct Faculty - Assistant Technical Director for Theatre
Position Summary: The Theatre Department at Concordia University Irvine seeks applicants for adjunct faculty positions in the area of Technical Theatre Design and Production. The department strive…
Captain
Quince is a Three Michelin Star and Michelin Green Star restaurant serving California contemporary cuisine grounded by Italian culinary principles and Chef Michael Tusk’s lifelong respect for season…
Senior AI Engineer
Job description: Senior AI Engineer Full Stack, LLM Integration Location: Remote (US or Canada) Type: Full-time About the Role Were looking for a senior full stack engineer with a sharp mi…
Seasonal Tax Advisor - Canada - WFH
Overview Intuit est la plateforme technologique financière mondiale qui favorise la prospérité des personnes et des communautés que nous servons. Avec environ 100 millions de clients dans le monde u…
Experienced Surgical ENT Physician Assistant needed in Southern California
A bran new opportunity for an experienced PA to join an expanding ENT group in Southern Cali. Interested, Please refer to JOB ID# 72572 ~ Full-Time/ Perm ~40hr week: exact schedule will be dis…
Senior Cashier
Senior Cashier Location Hybrid remote in Santa Barbara, CA : Job Code: 4723 Job Open Date: 1/12/24 Application Review Begins: 1/30/24 Department Code (Name): CTLR- Business & Financial Servic…
Software developer in test
The Company PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure…
Registered Dietitian
We are looking for a sharp, efficient Registered Dietitian (RD) who is able to assist the Dietary Supervisor in managing the dietary department, monitor significant weight loss/gain, offer dietary rec…
Head of Finance Operations & Deal Desk
About the Team OpenAI Finance ensures the organization is positioned for long-term success as we pursue our mission. The Revenue team plays a critical role in enabling OpenAI to scale its comme…