Personal Banker - Lodi Vineyard

Farmers & Merchants Bank of Central California; Lodi (CA); On-site; USD 65,618,000 - 75,446,000; Full time

Job summary

Farmers & Merchants Bank of Central California is seeking a Personal Banker in Lodi to grow customer relationships and provide expert financial guidance. You will open new accounts, process complex transactions, and help customers plan for college, home buying, and retirement, while delivering outstanding service.

Ideal candidates have strong communication, a customer-centric approach, and a track record of developing new business and increasing retention, plus solid knowledge of banking

Qualifications

• Experience opening complex accounts (trusts, loan products, retirement accounts).
• Strong customer-focused communicator with tact and professionalism.
• Self-starter who develops new business and increases sales and customer retention.
• Knowledge of banking concepts, consumer lending, endorsements, transaction processing, and regulations.

Responsibilities

• Open new accounts and originate consumer loan applications to drive growth and profitability.
• Represent the Bank in the community by joining organizations and networking for referrals.
• Own customer relationships, profile customers to identify opportunities for product knowledge and support.

Job description

Personal Banker

Department:Retail Bank

Employment Status: Full-Time, Hourly (40hrs), Non-Exempt

Supervises Others: No

Salary: $22.90 - $26.33 (commensurate with experience & qualifications)

Location(s): Lodi Vineyard

F & M Bank’s Personal Bankers are responsible for building relationships and providing expert financial advice and great service. They need to demonstrate motivation to offer the right financial solutions to help customers with large expenses, such as saving for college, buying a home, and planning for retirement.

• By opening new accounts and originating new consumer loan applications, Personal Bankers are key in the growth and acquisition of new business and growing profitable customer relationships
• Personal Bankers represent the Bank within the community by joining organizations; they establish contacts with local organizations and businesses, and pursue additional Bank business through referrals and networking
• Personal Bankers own the customer relationship and build solid connections with the customers. They thoroughly profile every new and existing customer to identify opportunities for providing customer-focused product knowledge and support

Who are we looking for?

• Someone experienced in opening complex accounts such as trusts, loan products, and retirement accounts
• A top-notch, personable communicator, who is customer-focused and demonstrates tack and professionalism
• Self-starter who develops new business and works to increase sales and customer retention
• Demonstrated knowledge of banking institution concepts, consumer lending, endorsements, transaction processing, and federal/state regulations

• An individual devoted to operational excellence, adhering to high ethical standards and who maintains focus to deliver results

Also required:

• Successful completion of a credit history check is a condition of employment
• Minimum of a high school diploma or equivalent; A.A. degree or equivalent combined work experience accepted
• Minimum of 3 years experience in the financial services industry, which includes experience with opening new accounts (personal and business) and accepting consumer loan applications
• Successful completion of college-level finance or accounting courses preferred
• A reliable form of transportation to get to and from work and training each day

F&M Bank121 West Pine Street, Lodi CA 95240

We are an equal opportunity employer - This organization participates in E-Verify - Esta Organización Participa en E-Verify