Preferred Banker - Newport Beach

Mid-First Bank • Costa Mesa, CA

323d • $23 - $30

About The Position

1st Century Bank, a division of MidFirst Bank, is a full service bank with a vision of unparalleled client service in Southern California. The Bank's core principles are flexibility, responsiveness, and the ability to create tailored solutions, coupled with its commitment to provide exceptional client service. Our bankers work in a team effort to develop a deep understanding of their clients, and work with and on their behalf to develop solutions tailored to meet their needs. Nothing is overlooked. Everything is considered. As a Preferred Banker, you will be responsible for providing quality customer service, cross-servicing banking products and maintaining banking operations. You will build professional relationships with our clients to establish repeat and referral business.

Requirements

• Minimum of 3 years' experience in Retail, Commercial, or Private Banking.
• A work history that reflects a solid record of accomplishment of building and administering relationships.
• Demonstrated strong work ethic and character.
• Excellent interpersonal skills.
• Strong network of professionals, successful entrepreneurs, and corporate executives.

Responsibilities

• Processing customer transactions efficiently and accurately in a fast-paced environment.
• Maintaining and balancing a cash drawer.
• Adhering to policies and procedures.
• Advising clients on a full range of banking services using in-depth knowledge.
• Regularly communicating with clients to conduct needs analysis.
• Conducting thorough research & market analysis to identify high net worth individuals & families as potential clients.
• Utilizing various channels, such as networking events, referrals, & online platforms to expand outreach.
• Establishing centers of influence for referrals in target markets.
• Providing a high level of customer service to current and potential clients.
• Processing client transactions according to Bank policies.
• Preparing daily work, bank deposits, ATM and Night Depository, and filing bank records.
• Being involved with local organizations and participating in local community events.
• Minimizing organizational risk by adhering to all applicable federal and state laws.
• Assisting in ensuring compliance with bank's policies and procedures.
• Assisting with overall facilities management function.
• Assisting other offices as needed.

Benefits

• Salary Range: $23.00 - 30.00 per hour.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level