Relationship Banker -Spanish Required
$52,000–$55,682 year
On-siteMoorpark, California, United States
Job Summary
Engage clients in the lobby to educate them on self-service resources like mobile banking, online banking, or ATMs while accurately processing cash transactions. Build relationships with clients to meet their financial needs by conducting deep conversations that uncover life priorities and connecting them to tailored solutions. Execute the bank's risk culture by following established processes and guidelines in daily activities, ensuring adherence to all applicable laws and regulations. Manage financial center traffic, appointments, and outbound calls effectively to drive the client experience. Requires Spanish language skills and the ability to work weekends or extended hours.
Required Qualifications
- Spanish Required
- Must be able to work weekends and/or extended hours, which may include being scheduled at any financial center location within a reasonable distance
- Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
- Collaborates effectively to get things done, building and nurturing strong relationships
- Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
- Is confident in identifying solutions for new and existing clients based on their needs
- Communicates effectively and confidently and is comfortable engaging all clients
- Has the ability to learn and adapt to new information and technology platforms
- Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)
- Applies strong critical thinking and problem-solving skills to meet clients' needs
- Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
- Efficiently manages time and capacity
- Focuses on results while acting in the best interest of the client
Desired Qualifications
- Experience in financial services and knowledge of financial services industry, products and solutions
- One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
- Six months of cash handling experience
- Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance
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