Sr Relationship Banker - 40 hours Fremont, CA Fremont, CA
Job description
Sr Relationship Banker - 40 hours Fremont, CA
- (066644)
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.
To protect the health and safety of our employees and customers, Bank of the West may require all U.S. employees to provide proof of their vaccination status, and employees who are not fully vaccinated may be required to undergo regular testing.
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, 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. Bank of the West is now part of the BMO family, a leading North American bank with a 200+ year history of success. BMO offers abroad range of financial services to help customers achieve real financial progress and shares Bank of the West’s commitment in driving positive change for a thriving economy, a sustainable future, and an inclusive society.
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.
Annual Hiring Range/Hourly Rate:
$25.50 - $32.45
Actual compensation offer to candidate may vary from posted hiring range based upon geographic location, work experience, education, and/or skill level.
In addition to base salary, this position is eligible for quarterly incentives.
Benefits: Visit https://www.bankofthewest.com/about-us/careers/benefits.html for benefits information.
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.
