Relationship Banker

Aston CarterIrvine, CA
10d$35 - $38Onsite

About The Position

We are seeking a dedicated and personable Relationship Banker to join our team. This role involves assisting customers with various banking transactions, promoting products, and providing exceptional customer service.

Requirements

  • 3+ years of banking experience
  • Experience working with specialized deposits (investments, escrow, etc.)
  • Strong communication skills, both written and verbal

Nice To Haves

  • A personable and welcoming demeanor
  • Proficiency in data entry, customer service, accounting, and payment processing

Responsibilities

  • Assist with monetary transactions, including deposits, withdrawals, loan payments, and check cashing.
  • Provide special deposit services for customers, such as escrow, collateral, and trust accounts.
  • Open new accounts and maintain existing accounts following established banking policies and procedures.
  • Promote and sell products and services suitable for customers.
  • Participate in branch functions to support branch earnings and growth objectives.
  • Engage in sales meetings and training programs to enhance product knowledge and selling skills.
  • Ensure proper documentation for all accounts.
  • Utilize ChexSystems and OFAC for new account procedures.
  • Place holds on accounts for uncollected funds as necessary.
  • Answer customer inquiries regarding account balances and transactions.
  • Respond to customer requests, problems, and complaints, directing them to appropriate personnel if needed.
  • Notarize bank-related documents when required.

Benefits

  • Medical, dental & vision
  • Critical Illness, Accident, and Hospital
  • 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available
  • Life Insurance (Voluntary Life & AD&D for the employee and dependents)
  • Short and long-term disability
  • Health Spending Account (HSA)
  • Transportation benefits
  • Employee Assistance Program
  • Time Off/Leave (PTO, Vacation or Sick Leave)
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