Relationship Banker - San Francisco West
Overview
We seek a Relationship Banker who will engage clients in the lobby to educate and assist with transactions via self-service resources. You will process cash transactions accurately and efficiently while building relationships to understand financial and life priorities. This role drives client experience and manages financial center operations.
What You'll Do11
- 1Execute bank risk culture and strive for operational excellence
- 2Build relationships with clients to meet financial needs
- 3Follow established processes and guidelines to act in clients' best interest
- 4Grow business knowledge by partnering with experts in small business lending and investments
- 5Manage financial center traffic appointments and outbound calls
- 6Drive client experience through effective communication
- 7Handle cash responsibilities with precision
- 8Collaborate across teams to achieve business objectives
- 9Maintain accurate records and adhere to regulatory standards
- 10Adapt to new information and technology platforms
- 11Identify solutions for clients using self-service technologies
Requirements11
- 1Enthusiastic self-starter with strong work ethic and focus on results
- 2Ability to collaborate and build strong relationships
- 3Passion for improving clients' financial lives
- 4Confidence in educating clients on banking transactions
- 5Strong critical thinking and problem-solving skills
- 6Effective communication and client engagement abilities
- 7Ability to learn and adapt to new technology
- 8High school diploma or equivalent
- 9Experience in financial services industry
- 10One year of successful sales experience with individual goals
- 11Six months of cash handling experience
Salary Insight
Salary not disclosed in listing
Location
Required Skills
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