Relationship Banker - Orange County West Coast

Description

:
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.

Responsibilities:

Executes the bank's risk culture and strives for operational excellence

Builds relationships with clients to meet financial needs

Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations

Grows business knowledge and network by partnering with experts in small business, lending, and investments

Manages financial center traffic, appointments, and outbound calls effectively

Drives the client experience

Manages cash responsibilities

Required Qualifications:

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 new and existing clients based on their needs

Communicates effectively and confidently and is comfortable engaging all clients

Has the ability to learn and adapt to new information and technology platforms

Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)

Applies strong critical thinking and problem-solving skills to meet clients' needs

Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations

Efficiently manages time and capacity

Focuses on results while acting in the best interest of the client

Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance​

Desired Qualifications:

Experience in financial services and knowledge of financial services industry, products and solutions

One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals

Six months of cash handling experience

Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance​

Skills:

Adaptability

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

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC and Loan Originators.

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Pay Transparency details

US - CA - Corona Del Mar - 3300 E Coast Hwy - CORONA DEL MAR BC (CA6153), US - CA - Costa Mesa - 548 W 19th St - COSTA MESA BC (CA6123), US - CA - Fountain Valley - 17430 Brookhurst St - FOUNTAIN VALLEY BC (CA6136), US - CA - Garden Grove - 13952 Brookhurst St - BROOKHURST-WESTMINSTER BC (CA7147), US - CA - Huntington Beach - 18691 Main St - MAIN AND ELLIS BC (CA6151), US - CA - Huntington Beach - 20061 Brookhurst St - BROOKHURST-ADAMS BC (CA6146), US - CA - Huntington Beach - 7731 EDINGER AVE - BELLA TERRA (CA7204), US - CA - Laguna Beach - 299 Ocean Ave - LAGUNA BEACH BC (CA6104), US - CA - Newport Beach - 1016 Irvine Ave - WESTCLIFF PLAZA BC (CA6156), US - CA - Newport Beach - 2600 San Miguel Dr - NEWPORT HILLS BC (CA6171), US - CA - Newport Beach - 3475 Via Lido - NEWPORT BEACH BC (CA6111), US - CA - Newport Beach - 500 Newport Center Dr - Newport Center (CA9165), US - CA - Westminster - 8850 Bolsa Ave - BOLSA-MAGNOLIA BC (CA7199)Pay and benefits informationPay range$25.00 - $27.88 hourly pay, offers to be determined based on experience, education and skill set.Predictable payThis role is compensated with a base salary and is not incentive eligible.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.