Bank of the West Sr Relationship Banker (Sales Lead) - Walnut Creek in Walnut Creek, California
Sr Relationship Banker (Sales Lead) - Walnut Creek
At Bank of the West, our people are having a positive impact on the world. We’re investing where we feel we can make the most impact, like advancing diversity and women entrepreneurship programs, financing for more small businesses, and promoting programs for sustainable energy. From our locations across the U.S., Bank of the West is taking action to help protect the planet, improve people’s lives, and strengthen communities. We are part of BNP Paribas, a global leader supporting the UN Sustainable Development Goals (SDGs).
Yes, we’re a bank, but as the bank for a changing world, we are continually seeking to improve the ways we help our customers, while contributing to more sustainable and equitable growth.
Job Description Summary
Responsible for branch sales and portfolio growth efforts related to various Banks's financial products to prospective customers. In conjunction with branch sales efforts, supports, promotes, and markets promotional activities, enhance customer relationships, and refer customers to other business partners as appropriate.
Essential Job Functions
Sells Bank products and provides superior customer service. Cross-sells products and services including mortgage loans.
Completes documentation required to establish and maintain new accounts. Complies with all policies/procedures related to the new account process.
Manages assigned MMCRM portfolio, identifying opportunities to deepen and expand relationship.
Promotes and markets financial products through outside calls, telemarketing, targeted directed mailings, and in-branch selling
Assists less experienced Relationship Banker with more complex service or sales transactions
- Seasoned professional with knowledge and expertise in completing complex transactions may be equivalent to that of the Branch Managers.
- High School Diploma or GED Required
Requires practical knowledge of job area typically obtained through advanced education combined with experience.
Requires 3 years minimum prior relevant experience.
Excellent customer service skills that includes verbal and communication skills
Drives for excellent results
Excellent knowledge at building relationships, collaboration and team work
Strong problem solving skills
Expert knowledge of banking products, credit products and services
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-Walnut Creek
Requisition ID: 042152