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Relationship Banker
Bank of the West
Rohnert Park, CA, United States
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Job Description Summary
Responsible for branch sales and portfolio growth efforts related to various Banks's financial products to prospective customers. In conjunction with branch sales efforts, supports, promotes, and markets promotional activities, enhance customer relationships, and refer customers to other business partners as appropriate.
Essential Job Functions
• Sells Bank products and provides superior customer service. Cross-sells products and services including mortgage loans.
• Completes documentation required to establish and maintain new accounts. Complies with all policies/procedures related to the new account process.
• Manages assigned MMCRM portfolio, identifying opportunities to deepen and expand relationship.
• Promotes and markets financial products through outside calls, telemarketing, targeted directed mailings, and in-branch selling
• Assist less experienced Relationship Banker with more complex service or sales transactions
Qualifications
Required Experience
• banking sales and products
Education
• High School Diploma or GED Required
Work Experience
• Requires broad theoretical job knowledge typically obtained through advanced education.
Requires less than 2 years prior relevant experience.
Skills
• Strong customer service skills that includes verbal and communication skills
• Drives for results
• Strong knowledge at building relationships, collaboration and team work
• Strong problem solving skills
• Strong knowledge of banking products, credit products and services
Equal Employment Opportunity Policy