Premier Banker

29 minutes ago

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Job Title: Premier Banker
Type of Role: Direct Hire
Location: Fremont, CA
Pay Range: $34 – $45/Hourly
Hours of Operation: Monday – Friday 9am – 5pm, Saturday 9am – 1pm

Founded in 1964, our bank is one of the oldest independently owned banks in the Bay Area and is one of the top rated mid-tier banks in the nation. Voted a Top Workplace for 2024 and for the past fourteen consecutive years, our bank has an immediate opening for a Premier Banker in Fremont, CA.

Position Overview

The Premier Banker delivers world-class service in accordance with our bank standards at every client interaction. The Premier Banker will recommend or refer retail consumer and business products and services to prospective and existing clients and develop and maintain internal partner relationships to maximize relationship expansion. This position achieves sales standards through outbound calling, outside prospecting and expanding relationships with existing clients in the branch. A significant responsibility of the Premier Banker is client acquisition and may require up to 50% of time performing outside business development activities. Based on branch needs, this position may spend a portion of time handling cash transactions.

Role and Responsibilities

Customer Experience:

Provide exceptional service that is consistent with or exceeds bank standards of Six Diamond Experience in customer service.
Promote and expand client relationships based on identifying needs through effective utilization of client needs assessment tools.
Accurately obtain required new account documentation, input data, and prepare necessary client paperwork for the sale of products and services.
Resolve client issues and handle client requests in a timely, consistent, and professional manner.

Relationship Building:

Explain, promote, and refer bank products and services to current and prospective consumer and business clients.
Meet assigned sales and referral objectives and contribute towards branch goals, including referring customers to business partners when applicable.
Market to consumer and business prospects and clients in the mass affluent and affluent segments; defined as relationships with $50,000 – $250,000 in deposit balances.
Maintains accurate performance records, pipeline activities and regularly reviews performance results with Branch Management.
Conduct internal and prospective client telemarketing and follow-up duties when assigned by management.
Regular participation in outside business development activities, including individual and collaboration of in-person business cold calling, as well as applicable community-based business networking events.
Understand and be able to accurately communicate consumer and business deposit and lending products, as well as merchant payment, payroll, and treasury management services.
Recommend and submit small business lending products and applications, including supporting documentation for lending relationship expansion.
Open new accounts and service existing accounts, including business customers.

Operations:

Follow and explain bank policies and procedures as directed by management.
May conduct cash handling and other deposit or payment related transactions.
Responsible for compliance with applicable State and Federal Regulations and laws.
Accountable for performing all operational duties with accuracy, attention to detail and proper cash handling.
Perform miscellaneous operational tasks, as assigned by supervisor, including opening, and closing the branch.
May assist with daily operational duties, including but not limited to teller transactions, branch cash balancing, review, and processing of Non-Sufficient
Fund (NSF) items, and processing night deposits and cash shipments.
Actively prepare for and participates in branch meetings and training workshops.
Stay informed of job-related issues, bank promotions, changes in products, services, policies, or procedures; actively participate in industry related seminars and training classes.
Accountable for staying current on business-related activities in other areas of the Bank.
Maintain a flexible work schedule, to include weekends.
Other additional duties as assigned.

Minimum Qualifications

5 years sales and customer service experience in a customer facing banking environment with previous new account opening responsibilities or equivalent preferred.
Signing Authority preferred.
Previous demonstration of success in building relationships with clients and achieving banking sales and lending objectives.
Familiar with small business deposit and lending products, as well as prospecting and cold calling new business opportunities.
Knowledge of bank products and services and effective sales techniques.
Understanding of banking regulatory compliance issues.
Excellent listening and presentation skills.
Minimum 1 year of cash handling experience recommended.
Must be able to lift at least 25 lbs.
Basic computer literacy, including working with a Windows-based computer environment, and a working knowledge of Microsoft Office.
Strong time management and organizational skills.
Vision and hearing must be sufficient to interact with clients over the phone and in-person.
Verbal communication must be clearly spoken and understood.
Ability to walk and stand for outside business development activities.
Willingness to perform telemarketing duties as assigned.
Must possess excellent verbal and written communication skills.
A professional appearance is required.
High school diploma or GED required.
College degree preferred.

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Balance Staffing is proud to be an equal-opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, Veteran status, or any other characteristic protected by federal or state law.