Personal Banker
About The Position
The Personal Banker delivers an exceptional client experience in accordance with the bank’s Breakthrough Client Experience Standards. The role acquires new client relationships and expands existing ones by identifying client needs, recommending appropriate products and services, and referring clients to relevant business partners. The Personal Banker also identifies and originates consumer lending and some small business lending opportunities. The position opens consumer and business accounts, originates consumer loans independently and business loans independently or with minimal assistance, and supports the branch team by assisting with teller functions, including cash transactions, when needed. The role is fully onsite at the posted location in El Segundo, California.
Requirements
- High school diploma or GED.
- At least 1 year of teller or other banking experience.
- In-depth knowledge of consumer products and services.
- Demonstrated proficiency in consumer lending.
- Ability to accurately handle cash, balance accounts and drawers, and perform calculations accurately.
- Ability to expand client relationships, create new relationships, and grow existing relationships using a personal and business bio and rapport with customers.
- Ability to obtain a Nationwide Multistate Licensing and Registry (NMLS) credential within 60 days.
Responsibilities
- Provide excellent client service through immediate acknowledgement, needs identification, appropriate product and service recommendations, and timely responses to inquiries.
- Engage clients and prospects in personal and business financial reviews to provide solutions and identify additional financial needs.
- Make recommendations and follow through on commitments to clients.
- Maintain direct contact with external and internal clients and provide proactive solutions and problem resolution aligned with the bank’s Breakthrough Client Service Standards.
- Open consumer and business accounts for existing and new clients.
- Originate consumer loans independently and accurately.
- Originate business loans independently or with minimal assistance.
- Support tellers and the team environment by filling in on teller functions, including cash transactions, when needed.
- Identify and refer clients to appropriate internal business partners for a wide range of bank products and services.
Benefits
- Competitive incentive plan
- Professional development through tailored premier banker programs
- Career growth paths
- Medical, dental, and vision plans
- 401(k) retirement savings plan with employer match for qualifying associate contributions
- Employee assistance program
- Life insurance
- Disability insurance
- Tuition assistance
- Mental health resources
- Identity theft protection
- Legal support
- Auto and home insurance
- Pet insurance
- Online discount marketplace
- Paid vacation, sick days, volunteer days, and holidays
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
