1 день назад
Relationship Banker (Banking)
22 - 33$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Relationship Banker (Banking): Managing client relationships and branch sales by delivering banking services, resolving inquiries, identifying cross-sell opportunities, and developing new business with an accent on client retention, portfolio growth, and regulatory compliance. Focus on building relationships in business, professional, and preferred banking segments, coordinating referrals, and maintaining operational integrity.
Location: In office at 6160 Stoneridge Mall Road, Pleasanton, California, US, 94588
Salary: $22.27–$33.43 per hour, plus eligibility for bonuses and/or commissions.
Company
is a financial services company founded in 1954 and a subsidiary of Royal Bank of Canada.
What you will do
- Contribute to branch sales efforts and deliver exemplary service to clients and colleagues.
- Handle branch banking transactions, new accounts, account maintenance, and service requests.
- Analyze client needs, identify cross-selling opportunities, and support client retention.
- Develop new business through referrals, community engagement, and proactive calling.
- Manage and expand a client relationship portfolio focused on business, professional, and preferred banking segments.
- Follow bank policies, credit and operational procedures, risk controls, and regulatory requirements.
Requirements
- At least 2 years of direct sales experience.
- At least 1 year of experience in a banking environment.
- At least 2 years of basic computer experience with Microsoft Word, Excel, and Outlook.
- Must be registered or licensed under the Nationwide Mortgage Licensing System and Registry, or eligible for registration under the Safe Act.
- Working knowledge of bank operations, products, policies, procedures, and regulatory compliance.
- Strong interpersonal, communication, organization, prioritization, and problem-solving skills.
Culture & Benefits
- Medical, dental, and vision coverage available from the first month following the start date.
- 401(k) company matching contribution.
- Tuition reimbursement and internal training and upskilling resources.
- Vacation, sick, and volunteer time.
- Health and family planning benefits, including fertility and specialized support programs.
- Career mobility support, colleague resource groups, and community engagement opportunities.
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