Branch Relationship Banker - San Mateo, CA
Company: Zions Bancorporation
Location: San Mateo
Posted on: January 26, 2023
Associates at California Bank & Trust work in a
relationship-centered culture where they are provided with the
tools, training, and opportunities to build the best possible
relationships with our clients and with each other. Our workplace
culture values each associate's unique experiences, background and
perspectives and provides a collaborative environment for all
employees to grow and thrive. As a premier California-focused
financial services company dedicated to serving its communities,
families, and businesses (small, mid-sized and large), CB&T has
been active for 70 years and has more than 80 full-service branch
offices across the state. This dedication has helped the bank earn
recognition as a perennial powerhouse in yearly voting for "Best
Bank" and "Best Commercial Bank" from the readers of San Diego
Union-Tribune and Orange County Register. Additionally, as a
division of Zions Bancorporation, the bank has collected multiple
Greenwich Excellence Awards for "Overall Client Satisfaction" in
Small Business & Middle Market Excellence Awards. We are looking
for a Branch Relationship Banker (Personal Banker) to provide top
notch customer service to our clients and customers at our San
Mateo, California branch. If you are passionate about bringing
full-service banking services to new and existing customers, then
we are interested in speaking with you! The ideal candidate will
have the experience necessary to: Performs full-service banking
services to new and existing customers within the branch, with a
primary focus on sales and service. Duties may include new
accounts, consumer loans, and performing client services issues.
Resolve client concerns through direct personal action or by
referring clients to an alternative bank department resource.
Responsible for making appropriate referrals for other bank
products and services, including commercial lending products.
Follows up with clients as needed. May be responsible to perform
cash transactions, open or update accounts, originate and close
consumer or small business loans. Responsible to resolve customer
service issues. Establishes, expands and maintains a strong
customer relationship by providing extensive, personalized service
focused on the specific needs of each banking customer. May be
responsible for processing cash transactions and other customer
service duties within the branch. Other duties as assigned.
Qualifications: High School diploma or equivalent and 1+ years'
experience in sales, teller, new accounts or loan processing or
other directly related experience. An equivalent combination of
education and experience may meet qualifications. Previous
experience in a financial sales representative-oriented role
preferred. Working knowledge of mathematical calculations and
standard banking products, services and transactions. Solid
knowledge of all retail products and services. Basic knowledge of
consumer lending applications. Proven customer service,
interpersonal and communication skills, both verbal and written.
Effective selling, cross-selling and referral skills. Solid
mathematical, problem-solving and negotiation skills. Solid
interpersonal & relationship building skills. Strong attention to
detail and time management. Proficient in basic computer skills.
Schedule: Monday - Friday, 9 am - 5 pm, 40 hours/week Benefits:
Medical, Dental and Vision Insurance - START DAY ONE! Life and
Disability Insurance, Paid Parental Leave and Adoption Assistance
Health Savings (HSA), Flexible Spending (FSA) and dependent care
accountsPaid Training, Paid Time Off (PTO) and 11 Paid Federal
Holidays, and any applicable state holidays401(k) plan with company
match, Profit Sharing, competitive compensation in line with work
experience Mental health benefits including coaching and therapy
sessionsTuition Reimbursement for qualifying employees enrolled in
an accredited degree program related to the needs of the business,
maximum of $5,250 per calendar year, employees are eligible for the
program upon hireEmployee Ambassador preferred banking products
This position is eligible to earn a base salary in the range of
$23.00 to $31.28 hourly depending on job-related factors such as
level of experience.
Keywords: Zions Bancorporation, San Mateo , Branch Relationship Banker - San Mateo, CA, Other , San Mateo, California
Didn't find what you're looking for? Search again!