Relationship Banking Specialist

Fmbonline; Danville (CA); Hybrid; USD 34.000 - 40.000; Vollzeit

Zusammenfassung

F&M Bank in Danville, CA is seeking a Personal Banker to build relationships and provide expert financial advice for customers planning large purchases, college funding, home buying, and retirement.

The role emphasizes opening new accounts, originating loan applications, and delivering outstanding service to grow profitable customer relationships within the Retail Bank department.

Qualifikationen

• Experience opening complex accounts (trusts, loans, retirement).
• Excellent, customer-focused communication and professionalism.
• Self-starter who develops new business and increases sales.
• Knowledge of banking concepts, consumer lending, processing, and regulations.
• Committed to operational excellence and ethical standards.

Aufgaben

• Open new accounts and originate consumer loan applications.
• Represent the bank in the community and build professional networks.
• Own customer relationships and identify opportunities for product knowledge.

Kenntnisse

Communication

Customer focus

Self-starter

Banking knowledge

Regulatory knowledge

Ethical standards

Ausbildung

High school diploma

A.A. degree or equivalent

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