Branch Relationship Banker (Personal Banker) Walnut Creek, CA

Company: California Bank & Trust
Location: Walnut Creek
Posted on: September 9, 2021

Job Description:

California Bank and Trust, a leader amongst banks in California, with over $10 billion in assets and nearly 100 branch offices in the state, is looking for a Branch Relationship Banker.

Our relationship-centered culture is achieved by providing our associates with the tools, training, and opportunities to build the best possible relationships with our customers, and with each other. Our workplace culture values each associate’s unique experiences, background and perspectives and provides a collaborative environment for all associates to grow and thrive. 

We are looking for a Branch Relationship Banker in ­­­­­­­­­­­­­­Walnut Creek, CA. This role focuses on identifying appropriate lending opportunities, soliciting, and developing all types of business activity, specializing in commercial loans and participates in the development of overall commercial loan objectives, policies and practices.

Ideal candidates will have the skills and experience necessary to:

• Performs full service banking services to new and existing customers within the branch, with a primary focus on sales and service.
• Duties may include new accounts, consumer loans, and performing client services issues.
• Resolve client concerns through direct personal action or by referring clients to an alternative bank department resource.
• Responsible for making appropriate referrals for other bank products and services, including commercial lending products.
• Follows up with clients as needed.
• May be responsible to perform cash transactions, open or update accounts, originate and close consumer or small business loans.
• Responsible to resolve customer service issues.
• Establishes, expands and maintains a strong customer relationship by providing extensive, personalized service focused on the specific needs of each banking customer.
• May be responsible for processing cash transactions and other customer service duties within the branch.
• Other duties as assigned.

Qualifications

• High School diploma or equivalent and 1+ years experience in sales, teller, new accounts or loan processing or other directly related experience.
• An equivalent combination of education and experience may meet qualifications.
• Previous experience in a financial sales representative oriented role preferred.
• Working knowledge of mathematical calculations and standard banking products, services and transactions.
• Solid knowledge of all retail products and services.
• Basic knowledge of consumer lending applications.
• Proven customer service, interpersonal and communication skills, both verbal and written.
• Effective selling, cross-selling and referral skills.
• Solid mathematical, problem-solving and negotiation skills.
• Solid interpersonal & relationship building skills.
• Strong attention to detail and time management.
• Proficient in basic computer skills.

Keywords: California Bank & Trust, Walnut Creek , Branch Relationship Banker (Personal Banker) Walnut Creek, CA, Other , Walnut Creek, California