Part Time Relationship Banker

Support.com; Los Angeles (CA); On-site; USD 45,000 - 65,000; Full time

Job summary

A leading company in retail banking is seeking a Relationship Banker responsible for enhancing customer relationships and driving revenue growth through proactive marketing activities. This role requires exceptional customer service skills, compliance adherence, and teamwork within the Banking Center to foster a trusted customer experience. The successful candidate should be prepared to engage with customers and provide them with tailored solutions while maintaining the operational integrity of the banking center.

Benefits

Career Growth

Paid Time Off (PTO)

Health, Dental, Vision Insurance

Flexibility in Work Schedule

Qualifications

• Strong customer service skills and experience in a banking environment.
• Ability to conduct marketing activities and customer engagement.
• Familiarity with compliance regulations.

Responsibilities

• Execute proactive marketing activities for customer retention and expansion.
• Provide effective onboarding and engage new customers.
• Ensure compliance with operational and risk standards.

Skills

Customer Service

Marketing

Relationship Management

Tools

CRM tools

Job description

What we can offer you:

• Career Growth -- promotional opportunities
• Incentive program based on performance
• Paid Time Off (PTO)
• Paid Holidays for Full Time/Part Time Employees
• Health, Dental, Vision, 401k match and Life Insurance
• Employee Assistance Program
• Tuition Assistance Program (Full Time)
• Financial Coaching and Benefit Guidance
• Floating Cultural Holiday
• Family Focused Benefits (Paid Parental Leave, Adoption Assistance, Infertility Services)
• Retirement Plan
• Employee Stock Purchase Plan

The Relationship Banker is responsible for contributing to the overall success of a Retail Banking Center(s) by committing to banker-readiness to be viewed as a trusted resource for our customers. The responsibilities include conducting marketing activities to uncover customer needs, provide solutions leading to revenue growth in loans, deposits, and noninterest income, delivering a customer-centric experience, maintaining disciplined operational objectives, all while striving for excellence in execution. This position supports Banking Centers within the District and may require working occasional Saturdays.

Position Responsibilities:

Marketing Activities:

• Execute proactive marketing activities for customer attraction, retention, and expansion.
• Complete assigned daily planning activities.
• Provide effective customer onboarding and engagement by strengthening new customer relationships, introducing products and services, addressing questions, and following up promptly.
• Act as a digital ambassador to transition customers to digital solutions.
• Initiate financial wellness conversations to add value to customer relationships.
• Support portfolio management efforts to retain and grow the customer base.
• Assist in community awareness events to increase outreach and foster new business relationships.
• Utilize CRM tools effectively for relationship management.

Operational Risk:

• Ensure compliance with laws, regulations, policies, and procedures.
• Complete necessary compliance training.
• Impact operational and risk activities within the Banking Center.
• Follow risk assessment and compliance standards.
• Mitigate losses by adhering to policies and procedures.

Customer Experience Management:

• Develop in-depth product knowledge and participate in Banker Readiness.
• Lead banking center activities in the absence of the Manager.
• Assess customer needs and add value accordingly.
• Educate customers and fulfill requests, resolving issues promptly.
• Maintain confidentiality and customer trust.
• Complete Comerica Platform Training.
• Provide exceptional customer service in all interactions.
• Perform Teller transactions as needed.

Partnership:

• Enhance collaboration within the Banking Center.
• Identify opportunities to introduce customers to partners for added value.