Relationship Banker

Comerica Bank; California, Millbrae (MO, CA); On-site; USD 80,000 - 100,000; Full time

Job summary

An established industry player is seeking a Relationship Banker to enhance customer experiences and drive growth in a Retail Banking Center. This role involves proactive marketing, customer engagement, and operational risk management, ensuring compliance and delivering excellent service. With a focus on community involvement and financial wellness, this position offers a dynamic work environment. Join a company that values diversity and invests in its employees through comprehensive benefits, including health care, retirement plans, and paid time off. If you're passionate about customer service and sales, this opportunity is perfect for you.

Benefits

Career Growth -- promotional opportunities

Incentive program based on performance

Paid Time Off (PTO)

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

Retirement Plan

Qualifications

• Customer service experience with a focus on relationship building.
• Experience in consumer sales and marketing activities.

Responsibilities

• Conduct marketing activities to uncover customer needs.
• Provide solutions to grow revenue in loans and deposits.
• Ensure compliance with laws and regulations.

Skills

Customer Service

Sales Experience

Marketing Activities

Financial Wellness Conversations

CRM Tools

Microsoft Office

Education

Associate Degree or 60 college credits

H.S. Diploma/GED with 3 years customer service experience

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

Position Overview:

The Relationship Banker is responsible for contributing to the overall success of a Retail Banking Center(s) by being a trusted resource for customers. Responsibilities include conducting marketing activities to uncover customer needs, providing solutions to grow revenue in loans, deposits, and noninterest income, delivering a customer-centric experience, and maintaining operational discipline.

Support and Work Environment:

This position supports Banking Centers within the District and may require working occasional Saturdays.

Position Responsibilities:

Marketing Activities:

• Execute proactive marketing activities to attract, retain, and expand customers.
• Complete daily planning activities.
• Onboard and engage customers by strengthening relationships and introducing products and services.
• Act as a digital ambassador to transition customers to digital solutions.
• Initiate financial wellness conversations to add value.
• Support portfolio management efforts to retain and grow customer relationships.
• Participate in community awareness events.
• Utilize CRM tools effectively.

Operational Risk:

• Ensure compliance with laws, regulations, policies, and procedures.
• Complete necessary compliance training.
• Impact operational and risk activities positively.
• Adhere to risk assessment and compliance standards.
• Control and mitigate losses by following policies.

Customer Experience Management:

• Develop knowledge of products and services.
• Lead activities in the absence of the Banking Manager.
• Assess customer needs and add value.
• Educate and fulfill customer requests.
• Resolve complaints and deepen relationships.
• Follow customer experience guidelines.
• Complete Comerica Platform Training.
• Provide excellent customer service in all interactions.
• Perform routine teller transactions as needed.
• Maintain confidentiality of customer information.

Partnership:

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

Position Qualifications:

• Associate Degree or 60 college credits, or H.S. Diploma/GED with 3 years customer service experience.
• 1 year of customer service experience.
• 1 year of consumer sales experience.
• Proficiency in Microsoft Office (Word, Excel, PowerPoint).

Work Hours & Salary:

Hours: 8:30 am - 5:30 pm Monday - Friday, 8:30 am - 12:30 pm Saturday. Salary range for California: $28.13 - $34.38 hourly. Salary is based on experience and other factors.

About Comerica:

We invest in our employees through comprehensive benefits and a Total Rewards package, including health, retirement, paid time off, and more. Comerica is an Equal Opportunity Employer and values diversity.