Relationship Banker

myTOD
Murrieta, CA 92562
13 days ago
myTOD
myTOD
mytod.io

Job Description

About Nano Banc: Nano Banc is a progressive and customer-centric financial institution dedicated to providing innovative banking solutions. Committed to excellence, we pride ourselves on fostering a collaborative and inclusive workplace culture. At Nano Banc, we believe in the power of building strong relationships with our customers, understanding their unique needs, and delivering personalized financial services.

Position Summary: Nano Banc is seeking a dynamic individual for the position of Relationship Banker. As a Relationship Banker, you will play a crucial role in providing personalized banking services to our valued customers.

Essential Duties and Responsibilities: To perform this job successfully, an individual must be able to perform the following satisfactorily; other duties may be assigned. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Represent Nano Banc: Interact with customers in a friendly, positive, and professional manner. Greet members and guests upon entry and throughout their visit.
  • Provide Efficient Service: Offer prompt, efficient, confidential, and accurate service in the processing of transactions.
  • Identify Customer Needs: Learn to recognize member's needs for services and present and refer them appropriately.
  • Conduct Monetary Transactions: Assist with monetary transactions for members, including deposits, withdrawals, loan payments, check cashing, and miscellaneous receipts. Examine checks for endorsements.
  • Account Management: Open new accounts and maintain existing accounts according to the established policies and procedures of Nano Banc.
  • Sales: Sell products and services as deemed appropriate for the specific customer.
  • Branch Support: Participate in all Branch functions necessary to contribute to the achievement of the branch earnings and growth objectives.
  • Training and Development: Participate in sales meetings and training programs to obtain and refine product knowledge and selling skills.
  • Documentation Compliance: Ensure proper documentation requirements are met for all accounts maintained by the Banc. Utilize ChexSystems and OFAC as part of the new accounts opening procedures.
  • Account Oversight: Place holds on accounts for uncollected funds as deemed necessary. Answer basic customer questions regarding their accounts.
  • Customer Service: Respond to customer requests, problems, and complaints, directing them to the proper person for specific information and assistance.
  • Notarization: Perform notarization of bank-related documents when needed.
  • Review and Reporting: Review and call back daily new accounts, maintenance reports, and notices.
  • Policy Adherence: Adhere to all Bank policies and procedures.
  • Additional Responsibilities: Perform all other duties as assigned.

If you are a motivated and customer-focused individual looking to contribute to the success of Nano Banc, we invite you to apply for the Relationship Banker position. Join our team and be a part of a dynamic and growing financial institution.

Job Type: Full-time

Pay: $50,000.00 - $65,000.00 per year

Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Health insurance
  • Life insurance
  • Paid time off
  • Vision insurance

Experience level:

  • 1 year

Schedule:

  • 8 hour shift
  • Monday to Friday

Work Location: In person

Visit Original Source:

https://www.indeed.com/viewjob
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