Senior Banker II - Westlake Financial Center
$54,080–$67,600 year
On-siteDaly City, California, United States
Job Summary
Uncover personal banking needs for individual and small business clients by recommending products, services, and solutions. Respond to inquiries, create customized solutions, and introduce banking products like checking accounts, credit cards, and loans. Manage risk in transactions, quote rates, and refer clients to partners for complex engagements. Assist clients with self-service technologies and optimize the client experience using available resources. Adhere to established processes, laws, and guidelines while handling regulatory requirements. Work weekends and extended hours as a commissioned notary.
Required Qualifications
- Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment
- 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
- Confident in identifying solutions for helping new and existing clients based on their needs
- Strong written and verbal communications skills
- Can communicate effectively and confidently and is comfortable engaging all clients (in-person and by phone)
- Ability to learn and adapt to new information, technology platforms, handle ambiguity and adapt to changing circumstances
- Applies strong critical thinking and problem-solving skills to meet clients' needs
- Demonstrates effective time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously
- Is a commissioned notary or can successfully obtain a notary commission in the state you work within a few months of start date in role (exact timeframe varies by location due to differing state laws)
- Must be able to work weekends and/or extended hours, which may include being scheduled at any financial center location within a reasonable distance
Desired Qualifications
- Associate's Degree or Bachelor's Degree in business, finance or a related field
- Experience working in a financial center where goals were met or exceeded
- Retail and/or sales experience in a salary plus incentive environment
- Experience working in an environment with individual and/or team goals where goals were routinely met or exceeded
- Experience with financial information, spreadsheets and financial skills
- Knowledge of banking products and services
- Strong computer skills including Microsoft applications and previous experience utilizing laptop technology
- Active Listening
- Business Acumen
- Customer and Client Focus
- Oral Communications
- Problem Solving
- Account Management
- Client Experience
- Branding
- Client Management
- Client Solutions Advisory
- Relationship Building
- Business Development
- Pipeline Management
- Prospecting
- Referral Identification
- Referral Management
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.