Relationship Banker

Aston Carter•Irvine, CA

10d•$35 - $38•Onsite

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.