Relationship Banker: Expert Financial Guidance & Growth

F&M Bank; Danville (CA); Vor Ort; USD 34.000 - 40.000; Vollzeit

Zusammenfassung

F & M Bank is seeking a Personal Banker in Danville, CA to build trusted relationships, provide expert financial guidance, and deliver great service for customers' goals such as saving for college, buying a home, and planning for retirement.

You will open accounts, process consumer loan applications, and represent the bank in the community while actively developing profitable relationships and referrals.

Qualifikationen

• Minimum of a high school diploma or equivalent; AA degree or equivalent combined work experience accepted.
• Minimum of 3 years experience in the financial services industry, including opening new accounts and accepting consumer loan applications.
• Successful completion of a credit history check is a condition of employment.

Aufgaben

• Opening new accounts and originating new consumer loan applications.
• Representing the Bank within the community by joining organizations and pursuing referrals.
• Owning the customer relationship and profiling customers to identify opportunities for product knowledge and support.

Kenntnisse

Customer service

Communication

Account opening

Banking knowledge

Sales & referrals

Ethics & compliance

Self-starting

Networking

Ausbildung

High school diploma

AA degree / equivalent

College-level finance or accounting coursework

Jobbeschreibung

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.

30+ days ago Requisition ID: 1054

Salary Range: $25.19 To $28.96 Hourly

Department: Retail Bank

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

Supervises Others: No

Salary:$25.19 - $28.96 (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