- Recommend COMPANY financial products and services to meet members' short and long-term financial needs.
- Assist members with completing consumer loan applications.
- Underwrite consumer loans by reviewing applications and making decisions to grant loans within designated authority and timeframe.
- Process and manage member accounts and related transactions such as deposits (e.g., savings and checking), investment accounts (e.g., Certificates, IRAs, Trusts), and/or opening new and sub-accounts.
- Process cash transactions for members, maintain cash drawers, and daily balance of vaults and branch cash.
- Process new card orders, PIN changes, and reissue cards.
- Initiate credit/debit card fraud claims and charge disputes.
- Participate in special projects and perform other assignments as needed.
- May travel as occasionally to attend meetings, conferences, training, or other work-related events. Basic Qualifications:
- Bachelor's degree in Business, Finance, Accounting, Economics, or a related field, or an equivalent combination of education and experience.
- Experience with account management, transaction processing, and cash handling in a financial institution.
- Experience with consumer loan application processing. Preferred Qualifications:
- Bachelor's degree in Business, Finance, Accounting, Economics, or a related field.
- Notary Public Commission from state of primary work location.
- Minimum of 2 years' experience in sales.
- Knowledge of and experience with processing credit/ debit card fraud claims and charge disputes.
- Knowledge of and experience with the loan application process and standard or typical internal operating policies and procedures.
- Knowledge of application of federal and state consumer lending regulations (e.g., Regulation Z, The Fair Credit Reporting Act, Soldiers and Sailors Act, etc.) and compliance requirements such as Bank Secrecy Act, Office of Foreign Asset Control, and Customer ID Program policies and guidelines to appropriately document and track all transactions.
- Knowledge of current industry offers, market trends, competitors, and COMPANY lending and member service policies and procedures.
- Demonstrates the ability to interpret and apply financial information (e.g., credit scores, debt, assets, balances, payments, interest rates, etc.) and perform math functions (e.g., addition, subtraction, multiplication, division, percentages, ratios, etc.).
- Demonstrates the ability to consult, provide member services, and achieve relationship sales objectives by anticipating and understanding member's needs and recommending products that will benefit them.
- Demonstrates analytical thinking, problem solving, decision making, and judgment by gathering and applying relevant data to research and resolve issues.
- Demonstrates the ability to prioritize and organize work, handle multiple tasks, and meet deadlines in a fast paced, high-volume environment.
- Proficient in speaking and writing the English language using correct structure, vocabulary, and organization.
- Demonstrates experience performing basic office functions such as answering phones, copying papers, assembling reports, and sending and receiving correspondence.
- Demonstrates the ability to use office software to create written documents (e.g., MS Word and PowerPoint) and prepare spreadsheets (e.g., MS Excel), as well as database applications to enter, maintain, and report data.
- Demonstrates experience and behavior consistent with COMPANY's core values of competence, integrity, excellence, curiosity, positivity, and humility.
-
Relationship Banker
1 day ago
Bank of America Los Angeles, United StatesAt Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. · One of the keys t ...
-
Relationship Banker
1 week ago
Flagstar Bank, N.A. Beverly Hills, United StatesPosition Title Relationship Banker · Location Beverly Hills, MI · Job Summary A sales and service position with a primary goal of helping customers by discovering financial needs and processing transactions. The Relationship Banker will provide an outstanding customer experience ...
-
Relationship Banker
1 week ago
Comerica Los Angeles, CA, United States Full timeCareer Growth - promotional opportunities · Incentive program based on performance · Paid Time Off (PTO), Paid Holidays for Full Time/Part Time Employees · Health, Dental, Vision, 401k match and Life Insurance · Employee Assistance Program · Tuition Assistance Program (Full ...
-
Relationship Banker
1 week ago
JPMorgan Chase Bank, N.A. Burbank, United StatesYou have a passion for helping customers, building relationships, and delivering extraordinary customer service. You are energetic and enthusiastic as the face of Chase to our retail branch customers. From a personal standpoint, you will have the opportunity to take ownership of ...
-
Relationship Banker
2 days ago
JPMorgan Chase Bank, N.A. La Crescenta, United StatesYou have a passion for helping customers, building relationships, and delivering extraordinary customer service. You are energetic and enthusiastic as the face of Chase to our retail branch customers. From a personal standpoint, you will have the opportunity to take ownership of ...
-
Relationship Banker
3 weeks ago
Bank of America Los Angeles, United States Full timeJob Description: · At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. ...
-
Relationship Banker
4 days ago
Bank of America Los Angeles, United States Full timeDescription · : This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash tr ...
-
Relationship Banker
2 days ago
Bank of America Corporation Palmdale, United States OTHERJob Description At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. · O ...
-
Relationship Banker
5 days ago
Bank of America Los Angeles, United States OTHERJob Description: · At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. ...
-
Senior Relationship Banker
1 week ago
Unavailable Pasadena, United StatesIntroduction · Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and communi ...
-
Relationship Banker Wilson and Glendale
5 days ago
Wells Fargo Glendale, United StatesWhy Wells Fargo: · Are you ready for the next step in your career? This is where it begins - at a company known for our "Well Life" approach to supporting employees' career aspirations, work-life balance, and mental and physical health. We ranked #2 on the 2023 LinkedIn Top Compa ...
-
Personal Banker Balboa Mission
5 days ago
Wells Fargo Granada Hills, United States**Why Wells Fargo**: · **About this role**: · **In this role you will**: · - Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customer ...
-
Personal Banker Ii
4 days ago
Premier America Credit Union Granada Hills, United States: · At Premier America Credit Union, our Core Purpose is to serve our members by making it easier to meet today's needs and reach tomorrow's dreams. Talented team members succeed in our organization by demonstrating a commitment to our shared values of accountability, friendlines ...
-
Part Time Universal Banker
3 days ago
Citi Northridge, United States Part timeThe Universal Banker is responsible for providing exceptional service delivery to our internal and external customers in coordination with the Branch team. The overall objective is to effectively execute all service transactions (e.g. deposits, payments, address changes, replacem ...
-
Personal Banker I
4 days ago
Premier America Credit Union Simi Valley, United States: · **Job Title**:PERSONAL BANKER I** · At Premier America Credit Union, our Core Purpose is to serve our members by making it easier to meet today's needs and reach tomorrow's dreams. Talented team members succeed in our organization by demonstrating a commitment to our shared v ...
-
Personal Banker
1 week ago
Veear Projects Los Angeles, United StatesJob Overview: · We are seeking a dedicated and customer-focused individual to join our team as a Personal Banker. As a Personal Banker, you will be responsible for providing exceptional customer service, managing customer relationships, and promoting financial products and servic ...
-
Portfolio Manager
6 days ago
b1BANK Pasadena, United States**Summary** · This position will serve as a key support function for the production officers of the Commercial Banking area, focusing on developing and maintaining commercial lending and depository relationships for the Bank. The individual filling this position should be highly ...
-
Bbg Vp Relationship Officer-beverly Hills
4 days ago
Sumitomo Mitsui Banking Corporation Beverly Hills, United States**ABOUT THE ORGANIZATION** · SMBC MANUBANK was formed by a group of banking entrepreneurs in June 1962. Our scope is to serve the specialized needs of California middle-market businesses, manufacturers, wholesalers, distributors, importers, exporters, and service companies, inclu ...
-
Teller Part Time Ventura and Vesper
6 days ago
Wells Fargo Sherman Oaks, United States Part time**Why Wells Fargo**: · **About this role**: · **In this role you will**: · - Support customer engagement by processing teller transactions, sharing digital solutions, and making appropriate introductions to bankers · - Complete operational activities while minimizing risks under ...
-
Treasury Sales Analyst
1 week ago
Bank of America Los Angeles, United StatesAt Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. · One of the keys t ...
Relationship Banker - Santa Clarita, United States - Global Placement Firm
Description
Financial service consultants establish new member relationships and interface with members to provide a full-service experience. Financial service consultants advise and assist members with transactions across a variety of domains such as member account management and service needs, consumer loan applications that are instantly scored and closed, and cash transactions. Financial service consultants also provide technical support and troubleshooting for COMPANY's products such as online banking, 24-hour voice response, and bill pay to ensure members get the best experience possible.Typical responsibilities:
***Salary: DOE+ Incentives and/or Bonus
***Training program may be held headquarters in Los Angeles, CA. All expense company paid.
***Full Benefits Package To Include: Medical, Dental, Vision (3 plans w/1 Company paid 100%, 401K, Bonus Programs, Tuition Reimbursement, University On-Site Degree Program, Paid Holidays, Paid Vacations & Leave, Employee Wellness Program, etc.