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CB
California Bank & Trust
Branch Relationship Banker- Acton, CA
Career Insights for Personal Banker
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Based on California data
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What they do
A Personal Banker works for a bank to sell bank services to individual clients. Promotes different account options, loans or other services to customers that have assets or deposits in that bank.
$77,985 / year median in California
-22% projected decline
Job Description
Branch Relationship Banker
- Acton, CA California Bank & Trust
- 3.7 Acton, CA Job Details Full-time $23
- $27 an hour 13 hours ago Benefits Profit sharing Paid training Paid parental leave Paid holidays Disability insurance Health insurance Dental insurance Flexible spending account Tuition reimbursement Paid time off Adoption assistance Parental leave Vision insurance 401(k) matching Qualifications Computer operation Customer communication Financial services customer support Customer relationship building Computer literacy Sales referrals Basic math Promoting bank products Customer relationship management Computer skills Negotiation Full Job Description Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other.
Essential Functions:
Performs full-service banking services to new and existing customers within the branch, with a primary focus on sales and service. Duties may include new accounts, consumer loans, and performing client services issues. 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. May be responsible for processing cash transactions and other customer service duties within the branch. You may be reassigned to an alternate location depending on business needs within a reasonable distance (30 miles of branch location) and given proper notice. Other duties as assigned.Qualifications:
High School diploma or equivalent and 1-2+ years' experience in sales, teller, new accounts or loan processing or other directly related experience. An equivalent combination of education and experience may meet qualifications. 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 & relationship building skills. Strong attention to detail and time management. Proficient in basic computer skills.Schedule:
MondayFriday Benefits:
Medical, Dental and Vision Insurance
START DAY ONE!
Life and Disability Insurance, Paid Parental Leave and Adoption Assistance Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience Mental health benefits including coaching and therapy sessions Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire Employee Ambassador preferred banking products This position is eligible to earn a base salary in the range of $23- $27 hourly depending on job-related factors such as level of experience.