Universal Banker

First Bank; San Mateo (CA); Vor Ort; USD 65.000 - 90.000; Vollzeit

Zusammenfassung

First Bank in California seeks a Banking Specialist III - Sales Focus to deepen client relationships and cross-sell across bank products. The role combines client service with proactive sales, handling new accounts, loan applications, and product inquiries.

You will work with the branch team to achieve sales goals, participate in community events, and may require NMLS registration. A High School Diploma and 2+ years of sales/banking experience are preferred; Saturdays may be required.

Qualifikationen

• High School Diploma or equivalent required.
• Minimum 2+ years of sales and/or banking experience preferred.
• NMLS registration required.
• Demonstrated sales skills and client focus.

Aufgaben

• Expand existing client relationships and develop new ones by understanding needs and offering solutions across bank products.
• Promote alternative delivery channels (Online Banking, Mobile Banking, etc.) and explain benefits to clients.
• Aim to achieve branch and individual sales and referral goals.
• Conduct calls on maturing accounts and follow up on leads and referrals to generate opportunities.
• Assist in initiating sales calls with branch management and business development officers.

Kenntnisse

Sales skills

Analytical skills

Customer service

Typing/keyboard

Ausbildung

High School Diploma or Equivalent

NMLS Registered

Jobbeschreibung

Banking Specialist III - Sales Focus

This position, Banking Specialist III, may be called by many other names: New Accounts Representative, Personal Banker, Financial Service Representative, etc. At First Bank, we choose to call you a \"specialist\" because that is what you are! Individuals in this position are well-versed in both operations and sales functions in a retail branch.

What You Will Be Doing

• Expanding current client relationships and building new client relationships by understanding their needs and providing solutions via the use of all appropriate product features available across all bank product lines.
• Expanding the use of alternative delivery systems by explaining the merits of other systems such as Online Banking System, Online Bill Pay, ATM network, Debit Card, Mobile Banking, and Client Contact Center.
• Working towards achievement of branch and individual sales and referral goals.
• Working to retain existing client relationships and obtain new relationships by conducting calls on maturing accounts, following up on leads, referrals and other prospecting opportunities.
• Going on business calls with Branch manager, merchant representatives, and/or business development officers. Assists in initiating sales and business calls on their own.
• Driving branch profitability and client satisfaction by getting to know clients and encouraging their consideration of other Bank products where they may benefit the client.
• (In-Store branches) Should cultivate relationship with retail store associates.
• Increasing sales and cross-sell opportunities by participating in sales events such as in-aisle sales (where applicable), internal/external events, out bound calls, and promotional activities.
• Contributing to the Bank's efforts in reaching and surpassing its Community Reinvestment Act goals by participating in community service activities.
• Drives individual, branch and Bank growth by working with management to define sales strategies necessary to meet sales and referral goals.
• Providing excellent client service by accurately and expeditiously opening new accounts and other products for current clients and new clients to the Bank. Provides maintenance on accounts and products when requested and authorized by the client. Quotes rates, terms and fees on all products and services and provides necessary disclosures as required (NMLS registration required).
• Identifying borrowing needs and originating consumer loan applications. Assists in the processing of loan applications and closing. Must be NMLS Registered.
• Helping commercial and small business clients/prospects with product questions, account support and various other tasks.
• Assisting with wire transfers and other operational duties, as needed.
• Helping coach Banking Specialist I and II on products, services, policies and procedures.

• High School Diploma or Equivalent
• Previous cash-handling experience preferred
• Minimum of 24 months of sales and/or banking experience preferred
• Life License (LB) preferred
• NMLS registry required
• Proven sales skills
• Good analytical skills
• Developed customer service skills, including written and verbal communication
• Ability to use a PC and alpha/numeric keyboard
• Flexible work week schedule, which may include Saturdays