Relationship Banker - Monterey Bay Valley area
$52,000–$57,990 year
On-site · Morgan Hill, California, United States or Hollister, California, United States
Job Summary
Relationship Banker role focused on engaging clients in the lobby, educating and assisting with self-service banking (ATM/online/mobile), and processing cash transactions while building relationships to connect clients to financial solutions. Responsibilities include managing client interactions, driving the client experience, following established processes and regulations, and supporting business development through knowledge of small business, lending, and investments. Requires ability to educate clients on simple banking transactions, strong problem-solving skills, effective communication, adaptability to new information and technology, and flexibility to work weekends or extended hours. Locales listed include Morgan Hill and Hollister, CA, with in-office attendance emphasized.
Required Qualifications
- Minimum Education: High School Diploma / GED / Secondary School or equivalent
- Six months of cash handling experience
- One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
- Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance
- Experience in financial services and knowledge of financial services industry, products and solutions
- Adaptability and strong communication skills
- Ability to learn and adapt to new information and technology platforms
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