Personal Banker

Davita Inc.; Irvine (CA); On-site; USD 60,000 - 80,000; Full time

Job summary

A leading bank in Irvine is seeking a Personal Banker to manage customer accounts and provide exceptional service. This pivotal role involves opening accounts, handling client inquiries, and ensuring compliance with banking policies, all while fostering strong relationships with clients. Ideal candidates will have between one to three years of experience in banking and a keen understanding of products and client needs.

Qualifications

• 1-3 years experience as a Personal Banker or equivalent.
• Strong knowledge of business account documentation.
• Ability to present information effectively.

Responsibilities

• Manage customer accounts and promote services.
• Provide exemplary customer service primarily over the phone.
• Ensure compliance with bank policies and legal documentation.

Skills

Customer Service

Relationship Management

Communication

Tools

Fiserv Premier

Wire Exchange

Job description

Mechanics Bank is currently searching for a Personal Banker to join our team. Here at Mechanics Bank, we value connection, partnership, long term relationships and working together in person. This role will be working on-site at our Irvine or Corona CA office.

Responsible for managing customer accounts and promoting banking products and services. Assisting customers with various banking transactions and responsible for supporting and delivering quality customer service in a fast paced, exciting and ever-changing environment in the Commercial Servicing
Department. The Personal Banker is the first level of contact performing client facing functions for the operations area of the department whose focus is servicing a diverse portfolio of commercial clients. Personal bankers also strive to build and maintain strong customer relationships to ensure customer satisfaction and loyalty.

What you will do:

• Oversees a designated portfolio of Commercial Banking clients.

• Opens all accounts for clients.

• Enters Analysis related items and invoices to ensure accurate Company profitability.

• Answers all client inquiries regarding accounts, products and services.

• Provides highest level of service to all clients and maintain exemplary customer service standards primarily by telephone.

• Effectively respond to client needs with emphasis on first call resolution.

• Maintain strong product, operational and commercial banking knowledge in order to effectively resolve issues.

• Comply with all Bank policies and procedures, regulations and compliance requirements in order to prevent losses and meet audit standards.

• Prepare correspondence to clients and their designee's as appropriate.

• Ensure completeness of legal documentation on new account set up.

• Provides ongoing relationship servicing with current clients to maintain goodwill

• Responds to customer inquiries and requests regarding account.

• May represent the Bank in civic and community events to enhance the reputation of Mechanics Bank and expand business opportunities.

• Perform other duties as assigned.

Who you are:

• Minimum one to three years' experience as a Personal Banker or equivalent experience in a fast paced, ever-changing environment.

• Preferred: Experience with Fiserv Premier, Director, Weiland and Wire Exchange.

• Ability to effectively present information to clients and other employees of the Bank.

• Understand Legal Documentation for various entities.

• Thorough knowledge and understanding of business account documentation and requirements.

• Understand products and services utilized by clients as well as the risks and benefits.

• Understand the Wire Transfer agreement and the risk associated with approvals.

• Be comfortable communicating critical information to clients within specific time constraints.

• Successful and timely completion of assigned compliance training is required.

• May be required to attend seminars and training classes, both internal and off site.

#LI-DNI

Pay Range: $24.00-34.00 hourly

Final compensation package will be determined by the work experience, education, and/or skill level of the applicant along with internal equity and alignment with geographic market data.

• Mechanics Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, religion, national origin, age, genetic information, veteran status, or on the basis of disability, gender identity, sexual orientation or other bases prohibited by applicable law.

• Please view Equal Employment Opportunity Posters provided by OFCCPhere.

• To learn more about Mechanics Bank's California privacy and security policies, including your right to a Notice At Collection as a California Resident, please visit

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