Relationship Banker - Diablo Market

3M HEALTHCARE; Dublin; On-site; EUR 30,128 - 33,743; Full time

Job summary

3M HEALTHCARE is seeking a client-focused banking professional to join our team in the Bay Area. You will build relationships, promote financial solutions, and manage daily banking activities to ensure exceptional client experiences.

The role requires a proactive, adaptable candidate with a passion for helping clients achieve their financial goals and a willingness to work extended hours when needed.

Qualifications

• Enthusiastic self-starter with strong work ethic and results focus.
• Collaborates effectively to build relationships.
• Confident in identifying solutions for clients' needs.
• Able to learn and adapt to new information and technology.
• Experience in financial services is a plus; cash handling experience helpful.

Responsibilities

• Executes risk culture and aims for operational excellence.
• Builds relationships with clients to meet financial needs.
• Follows processes and guidelines to do what is right for clients and bank; adheres to laws/regulations.
• Grows knowledge by partnering with experts in small business, lending, and investments.
• Manages center traffic, appointments, and outbound calls effectively.
• Drives the client experience and manages cash responsibilities.

Skills

Adaptability

Business Acumen

Customer and Client Focus

Oral Communications

Problem Solving

Account Management

Client Experience Branding

Client Management

Client Solutions Advisory

Relationship Building

Business Development Pipeline

Prospecting

Referral Identification

Referral Management

Education

High School Diploma

Job description

Responsibilities

• Executes the bank's risk culture and strives for operational excellence.
• Builds relationships with clients to meet financial needs.
• Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
• Grows business knowledge and network by partnering with experts in small business, lending, and investments.
• Manages financial center traffic, appointments, and outbound calls effectively.
• Drives the client experience.
• Manages cash responsibilities.

Required Qualifications

• Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
• Collaborates effectively to get things done, building and nurturing strong relationships.
• Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives.
• Confident in identifying solutions for new and existing clients based on their needs.
• Communicates effectively and confidently and is comfortable engaging all clients.
• Ability to learn and adapt to new information and technology platforms.
• Confident in educating clients on how to conduct simple banking transactions through self‑service technologies (e.g., ATM, online banking, mobile banking).
• Applies strong critical thinking and problem‑solving skills to meet clients' needs.
• Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
• Efficiently manages time and capacity.
• Focuses on results while acting in the best interest of the client.
• Can be flexible to work weekends and/or extended hours as needed.

Desired Qualifications

• Experience in financial services and knowledge of financial services industry, products and solutions.
• One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
• Six months of cash handling experience.
• Bachelor's Degree or business‑relevant Associate’s Degree such as business management, business administration or finance.

Skills

• Adaptability
• Business Acumen
• Customer and Client Focus
• Oral Communications
• Problem Solving
• Account Management
• Client Experience Branding
• Client Management
• Client Solutions Advisory
• Relationship Building
• Business Development Pipeline Management
• Prospecting
• Referral Identification
• Referral Management

Minimum Education Requirement

High School Diploma / GED / Secondary School or equivalent.

Shift & Hours

1st shift (United States of America) – 40 hours per week.

Location(s)

Multiple locations across the Bay Area, California (DaVinci, Dublin, Livermore, Lafayette, Martinez, Pleasant Hill, Pleasanton, San Ramon).

Pay and Benefits

Pay range: $25.00 – $27.88 hourly, determined based on experience, education and skill set.

The role is compensated with a base salary and is not incentive eligible. This role is benefits eligible and includes industry-leading benefits, paid time off, and additional resources.