Retail Banker I
TD
Small Business Consultant
Banner Bank
full-time
Posted on:
Location Type: Office
Location: Monrovia • California • 🇺🇸 United States
Visit company websiteSalary
💰 $27 - $36 per hour
Job Level
Mid-LevelSenior
About the role
- Act as a leader in providing an exceptional client sales and service experience at branch locations; assist with branch operations and train, mentor, and coach team members
- Grow and maintain a consumer/business lending pipeline by deepening client and center of influence relationships; conduct outbound calls, networking activities, and deliver banking presentations
- Consult with clients on bank products and services to attract, expand, and retain client relationships; apply need-based sales techniques and facilitate referrals to other business lines
- Communicate proactively with current and prospective clients to educate, resolve issues, develop and maintain client loyalty, and solicit client feedback; hold scheduled and walk-in appointments to identify and meet client needs
- Open new accounts, verify and process changes to existing accounts, respond to inquiries, and resolve related account problems; comply with policies, procedures, security requirements, and government regulations
- Assist in branch lending processes, educate clients regarding lending options, and complete thorough loan applications and documentation
- Process routine financial transactions, including check cashing, withdrawals, deposits, and loan payments; balance cash drawer accurately
Requirements
- H.S. Diploma required (an equivalent combination of education and experience may be considered)
- NMLS Registration required
- 4+ years of banker/client relationship consultant or related sales experience with established goals required
- Advanced knowledge of retail product philosophy, policy, procedures, documentation and systems; thorough knowledge of all retail products and services; functional knowledge of complex accounts (Ex. Trust, Power of Attorney, Guardianship, Court-Blocked, etc.)
- Ability to analyze client credit data and other related financial information to identify client needs and recommend solutions; functional knowledge of consumer and business lending best practices
- Effective selling, cross selling and referral skills; demonstrated networking skill and ability to manage branch referrals
- Proven client service, interpersonal, and relationship building skills; effective verbal and written communication; proper phone and email etiquette
- Strong ability to multi-task and adjust priorities
- Proficiency with Microsoft Outlook, Word, and related business and communication tools
- Willingness to travel up to 10%
Benefits
- Comprehensive employee benefits, including: medical, dental, vision, LTD, STD and life insurance
- Paid vacation time, sick time and 11 company paid holidays
- 401k (with up to 4% match)
- Tuition reimbursement
- Get more information at: Employee Benefits | Banner Bank
ATS Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
banking presentationsneed-based sales techniquesclient credit data analysisconsumer lending best practicesbusiness lending best practicesfinancial transaction processingaccount managementloan application documentationretail product knowledgecomplex account management
Soft skills
client serviceinterpersonal skillsrelationship buildingeffective communicationnetworking skillsmulti-taskingprioritizationcoachingmentoringproblem resolution
Certifications
H.S. DiplomaNMLS Registration
