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Relationship Banker
Bank of the West
Milpitas, 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
• May perform font line responsibilities if needed.
Qualifications
Education
• High School Diploma or GED Required
Work Experience
• Requires basic job knowledge of systems and procedures obtained through prior work experience or education.
Requires 3 years minimum experience. May require vocational or technical education in addition to prior work experience.
Skills
• Good customer service skills that includes verbal and communication skills
• Drives for results
• Good at building relationships, collaboration and team work
• Good problem solving skills
• Basic sales skills