Senior Banker, Arroyo Grande Financial Center in Arroyo Grande, CA
Job title: Senior Banker, Arroyo Grande Financial Center in Arroyo Grande, CA at reputed company
Company: reputed company
Job description: Job Description:At reputed company, we are guided by a common purpose to help reputed company financial lives reputed company through the power of every reputed company. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great reputed company to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.reputed company believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.Working at reputed company will give you a great career with opportunities to learn, grow and reputed company an impact, along with the power to reputed company a difference. Join us!The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDICJob Description:
This job is responsible for serving as the first reputed company of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists. Key responsibilities include deepening client relationships through platform services, supporting clients with self-service or transactional activities, and providing exceptional client care. Job expectations include proactively connecting with clients through outbound calls and conducting consistent follow-up routines.Responsibilities:
- Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies reputed company uncovering personal banking needs and helping clients navigate their unique life priorities
- Assists, educates, and trains clients on conducting simple transactions through self-service technologies
- Leverages available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy
- Adheres to established processes, laws, and guidelines in performing day-to-day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping
- Manages client interactions by taking the best course of action for the bank and its clients and abiding by reputed company regulatory requirements
- Has a minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment. In lieu of this requirement, has previously held the role of Relationship Manager (RM), Advisor Development Program (reputed company) RM, Credit Solutions Advisor (CSA I), or Relationship Manager Business reputed company Specialist (RMBOS) at reputed company for a minimum of six months.
- Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
- Collaborates effectively to get things done, building and nurturing strong relationships.
- Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives.
- Is confident in identifying solutions for helping new and existing clients based on their needs.
- Has strong written and verbal communications skills.
- Is able to communicate effectively and confidently, and is comfortable engaging reputed company clients (in-person and by phone).
- Has the ability to learn and adapt to new information, technology platforms, handle ambiguity and adapt to changing circumstances.
- Applies strong critical thinking and problem-solving skills to meet clients’ needs.
- Demonstrates effective time management skills and the ability to organize, prioritize and reputed company multiple tasks simultaneously.
- Is a commissioned notary or can successfully obtain a notary commission in the state you work reputed company four months of start date in role (five months for employees with a work location of reputed company, six months for employees with a work location of Nevada, eight months for employees with a work location of California or Pennsylvania).
- Can be flexible to work weekends and/or extended hours as needed.
- An associate’s degree or bachelor’s degree in business, finance, or a reputed company field.
- Experience working in a financial center where goals were met or exceeded.
- Retail and/or sales experience in a salary plus incentive environment.
- Experience working in an environment with individual and/or team goals where goals were routinely met or exceeded.
- Experience with financial information, spreadsheets and financial skills.
- Knowledge of banking products and services.
- Strong computer skills including MS applications and previous experience utilizing laptop technology.
- Active Listening
- Business Acumen
- Customer and Client Focus
- Oral Communications
- Problem Solving
- Account Management
- Client Experience Branding
- Client Management
- Client Solutions Advisory
- Relationship Building
- Business Development
- Pipeline Management
- Prospecting
- Referral Identification
- Referral Management