Bank of the West Sr Relationship Banker (Sales, Complex customer relationships) FT 40hrs Benicia, CA in Benicia, California
Sr Relationship Banker (Sales, Complex customer relationships) FT 40hrs Benicia, CA
What you’ll do:
As part of Bank of the West, you’ll be making a positive impact on the environment, your community, and the planet at a leading sustainable bank.
We are looking for a proactive and personable advisor with banking experience to fill the role of Senior Relationship Banker. You’ll be a face of the branch as you enhance customer relationships, refer customers to appropriate business partners, and sell financial products to prospective clients. At the same time, you’ll guide less experienced bankers and use your expert knowledge of bank products and services to help customers with more complex needs.
You are the first point-of-contact with the bank, you’ll assess customers’ needs and recommend appropriate financial services—this will include personal banking and lending, home financing, and small business solutions. You’ll establish new accounts in compliance with regulations and bank procedures. You’ll also promote financial products through assigned leads, outbound calls, telemarketing, targeted direct mailings, and in-branch selling.
You will collaborate with internal partners including business relationships managers, mortgage bankers, and others. When less experienced bankers face complex services or sales transactions, you’ll step in to help. Success will be defined by meeting individual goals that contribute to increased branch sales, revenues, and customer experience.
What you need:
Practical banking knowledge usually obtained through both advanced education and at least three years of professional experience
A personable nature and good customer service skills, both verbal and written, as well as presentation skills and impeccable telephone etiquette
Expert knowledge of banking products, consumer lending products, credit products, and other financial services for both business and retail customers
Excellent sales ability, and portfolio growth and management ability
Strong ability to build relationships, be part of a team, and work collaboratively
Strong problem-solving skills and a can-do attitude
Excellent planning and organization skills
Attention to detail; you can perform branch procedures with hawk-like precision
Comfort and proficiency working with technology and software
A willingness to enthusiastically manage constantly changing priorities
What’s in it for you?
At Bank of the West, you will be part of fundamentally different type of bank that is having a positive impact on the world. You can be proud to work for an organization that has the strongest environmental policies of any major U.S. bank (defined as those with more than $90 billion in assets). You’ll also be working for a place with a proven commitment to diversity, starting at the very top with our CEO and extending through all levels of the organization.
You’ll will do meaningful work that makes a real difference in the world. We are leveraging the power of finance to help protect the planet, improve people’s lives, and strengthen communities. As part of BNP Paribas, you’ll also be working for a global leader in positive banking, and the ninth-largest bank in the world.
We provide our team members with the resources they need to be successful at work, and to thrive outside the office. Whether it’s our healthcare benefits, a gym subsidy, parental leave, global opportunities, flexible working, or simply a pack of post-it notes, we make sure you have what you need.
At Bank of the West and BNP Paribas, we innovate, we develop, we work together, and we care; those are our guiding values, and we live them every day.
Equal Employment Opportunity Policy
Bank of the West is an Equal Opportunity employer and proud to provide equal employment opportunity to all job seekers without regard to any status protected by applicable law. Bank of the West is also an Affirmative Action employer - Minority / Female / Disabled / Veteran. Bank of the West will consider for employment qualified applicants with criminal histories pursuant to the San Francisco Fair Chance Ordinance subject to the requirements of all state and federal laws and regulations.
- High School Diploma or GED Required
- 3 yrs Requires practical knowledge of job area typically obtained through advanced education combined with experience. Typically requires a minimum 3 years of prior relevant experience. Prefer University Degree or equivalent experience.
Excellent customer service skills, communication skills, both written and verbal, presentation skills, and telephone etiquette.
Complete knowledge of banking products, lending products, credit products and services used by business and retail customers.
Excellent sales and portfolio growth and management ability.
Results driven with strong ability to generate sales based on customer needs.
Excellent knowledge at building relationships, collaboration and team work.
Strong problem solving skills.
Planning and organization skills.
Strong ability to perform branch processes and procedures with excellent attention to detail.
Effectively use all applicable systems, technology and software to perform job functions.
Versatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm.
Equal Employment Opportunity Policy
Bank of the West is an Equal Opportunity employer and proud to provide equal employment opportunity to all job seekers without regard to any status protected by applicable law. Bank of the West is also an Affirmative Action employer - Minority / Female / Disabled / Veteran.
Bank of the West will consider for employment qualified applicants with criminal histories pursuant to the San Francisco Fair Chance Ordinance subject to the requirements of all state and federal laws and regulations.
Location: United States-California-Benicia
Requisition ID: 060704