Personal Banker - Lodi Vineyard

Fmbonline; Lodi, Northern (CA, KY); Hybride; USD 32 000 - 36 000; Plein temps

Résumé du poste

F&M Bank’s Personal Bankers build relationships and provide expert financial advice and great service in Lodi, CA. They open new accounts, originate consumer loan applications, and grow profitable customer relationships while networking with local organizations.

The role requires a strong communicator, self-starter attitude, and knowledge of banking concepts, with ethical standards and commitment to operational excellence.

Qualifications

• Must be experienced in opening complex accounts such as trusts, loan products and retirement accounts.
• Strong communication skills with a customer-focused approach and professionalism.
• Self-starting attitude with ability to develop new business and improve retention.
• Solid knowledge of banking concepts, consumer lending, endorsements, and regulations.
• Commitment to operational excellence and high ethical standards.

Responsabilités

• Open new accounts and originate consumer loan applications to grow business.
• Build and maintain strong customer relationships and provide financial guidance.
• Represent the bank in the community and pursue referrals and networking opportunities.

Connaissances

Customer communication

Self-starter

Sales and retention

Banking concepts knowledge

Ethical standards

Formation

High School Diploma or equivalent

AA degree or equivalent

Description du poste

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.

Personal Banker

Full Time Equivalent Staff Lodi, CA, US

5 days ago Requisition ID: 1065

Salary Range: $22.90 To $26.33 Hourly

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