Personal Banker - Lodi Vineyard

F&M Bank; Lodi (CA); On-site; USD 32,000 - 36,000; Full time

Job summary

F&M Bank is seeking a Personal Banker in Lodi, CA to open new accounts, offer expert financial advice, and service customers with a focus on growth and retention.

Responsibilities include handling complex accounts, building trusted relationships, and representing the bank within the local business community. Prior banking experience and a strong customer-service mindset are required.

Qualifications

• High school diploma or equivalent required.
• Minimum 3 years experience in financial services including opening accounts and consumer loan applications.
• College-level finance or accounting courses preferred.

Responsibilities

• Open new accounts and originate new consumer loan applications to grow business.
• Build strong customer relationships and seek referrals through networking.
• Represent the Bank in the community and establish contacts with local organizations.

Skills

Opening new accounts

Consumer loan applications

Customer relationship building

Sales and retention

Transactional processing knowledge

Education

High school diploma or equivalent

AA degree or equivalent work experience

Tools

Endorsements

Transaction processing

Federal/state regulations

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Full Time Equivalent Staff Lodi, CA, US

Salary Range: $22.90 To $26.33 Hourly

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)

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