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Branch Relationship Banker - Mountain View, CA

Company: California Bank & Trust
Location: Mountain View
Posted on: June 21, 2022

Job Description:

California Bank and Trust, a leader amongst banks in California, with over $10 billion in assets and nearly 100 branch offices in the state, is looking for a Branch Relationship Banker to provide top notch customer service to our clients and customers at our Mountain View branch.
Our relationship-centered culture is achieved by providing our associates with the tools, training and opportunities to build the best possible relationships with our customers, and with each other. Our workplace culture values each associate's unique experiences, background and perspectives and provides a collaborative environment for all associates to grow and thrive.
If you are passionate about being part of a community, being a team player, and helping others reach their financial goals, then we are interested in speaking with you!

  • Resolve client concerns through direct personal action or by referring clients to an alternative bank department resource
  • Responsible for making appropriate referrals for other bank products and services, including commercial lending products
  • Follows up with clients as needed
  • May be responsible to perform cash transactions, open or update accounts, originate and close consumer or small business loans
  • Responsible to resolve customer service issues
  • Establishes, expands and maintains a strong customer relationship by providing extensive, personalized service focused on the specific needs of each banking customer
  • Believes in networking internally and externally
  • May be responsible for processing cash transactions and other customer service duties within the branch
  • Other duties as assigned
    • High school diploma or equivalent
    • 1+ years experience as a universal banker/personal banker or similar retail banking role
    • Previous experience in a financial sales representative oriented role preferred
    • Working knowledge of mathematical calculations and standard banking products, services and transactions
    • Solid knowledge of all retail products and services
    • Basic knowledge of consumer lending applications
    • Proven customer service, interpersonal and communication skills, both verbal and written
    • Effective selling, cross-selling and referral skills
    • Solid mathematical, problem-solving and negotiation skills
    • Solid interpersonal and relationship building skills
    • Strong attention to detail and time management
    • Proficient in basic computer skills
    • Spanish speaking preferred
      • Medical/dental/vision plan
      • Paid time off including holidays, vacation, and sick
      • Profit sharing and 401k plan with generous employer match
      • Competitive pay commensurate with experience and qualifications
      • Stable employer with career advancement opportunities

Keywords: California Bank & Trust, Mountain View , Branch Relationship Banker - Mountain View, CA, Other , Mountain View, California

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