Relationship Banker

Company: Nano Banc
Location: Irvine
Posted on: May 18, 2023

Job Description:

Job Title: Relationship BankerDepartment: OperationsReports To: VP Regional Branch ManagerFLSA Status: Non-ExemptPosition Summary: Provides personalized banking services to financial institution customers by performing the following duties.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.--- Represents Nano Banc to the customers in a friendly, positive, and professional manner greeting members and guests as they enter the facility and during their visit.--- Provides prompt, efficient, confidential, and accurate service in the processing of transactions.--- Learns to recognize member's needs for services and presents and refers them appropriately.--- Assists with monetary transactions for members (i.e., deposits, withdrawals, loan payments, check cashing, miscellaneous receipts) and other normal inquiries including examines checks for endorsements.--- Opens new accounts and maintains existing accounts according to the established policies and procedures of the Banc.--- Sell products and services as deemed appropriate for the specific customer.--- Participate in all Branch functions necessary to contribute to the achievement of the branch earnings and growth objective.--- Participates in sales meetings and training programs to obtain and refine product knowledge and selling skills.--- Ensures proper documentation requirements are met for all accounts maintained by the Banc.--- Utilizes ChexSystems and OFAC as a part of the new accounts opening procedures.--- Places holds on accounts for uncollected funds as deemed necessary.--- Answers basic customer questions regarding their accounts (i.e., current balance, checks cleared).--- Responds to customer requests, problems, and complaints, and/or directs them to the proper person for specific information and assistance.--- Notarization of bank related docs when needed.--- Review and call back of daily new accounts, maintenance reports and notices.--- Adhere to all Bank policies and procedures.--- Performs all other duties as assigned.Competencies: To perform the job successfully, an individual should demonstrate the following.--- Communication-Exhibits good listening and comprehension. Expresses ideas and thoughts in written form. Expresses ideas and thoughts verbally. Keeps others adequately informed. Selects and uses appropriate communication methods.--- Customer Service-Displays courtesy and sensitivity. Manages difficult or emotional customer situations. Meets commitments. Responds promptly to customer needs. Solicits customer feedback to improve service.--- Dependability-Commits to doing the best job possible. Follows instruction. Keeps commitments. Meets attendance and punctuality guidelines. Responds to requests for service and assistance. Takes responsibility for own actions.--- Planning & Organization-Integrates changes smoothly. Plans for additional resources. Prioritizes and plans work activities. Sets goals and objectives. Uses time efficiently. Works in an organized manner.--- Quality-Fosters quality focus in others. Improves processes. Measures key outcomes. Sets clear quality requirements. Solicits and applies customer feedback.--- Use of Technology-Adapts to new technologies. Demonstrates required skills. Keeps technical skill s up to date. Troubleshoots technological problems. Uses technology to increase productivity.Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.Education/Experience:Associate degree or equivalent from two-year college or technical school; or six months to one year related experience and/or training; or equivalent combination of education and experience.Language Ability:Read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Write routine reports and correspondence. Speak effectively before groups of customers or employees.Mathematical Ability:Calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Apply concepts of basic algebra and geometry.Reasoning Ability:Apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Deal with problems involving several concrete variables in standardized situations.Computer Skills:To perform this job successfully, an individual should have knowledge of Microsoft Word, Excel, PowerPoint, Visio, Analytical System/Application Dashboards, etc.Certificates and Licenses:Notary PublicSupervisory Responsibilities: This job has no supervisory responsibilities.Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.The noise level in the work environment is usually moderate.Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.While performing the duties of this job, the employee is regularly required to sit. The employee is frequently required to use hands to finger, handle, or feel and talk or hear. The employee is occasionally required to stand and walk. The employee must be able to occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision.The above job description is not intended to be an all-inclusive list of duties and standards of the position. Incumbents will follow any other instructions, and perform any other related duties, as assigned by their supervisor.SALARY RANGE: $59,440 - $95,100; Exact compensation may vary based on skills, experience, and location.

Keywords: Nano Banc, Irvine , Relationship Banker, Other , Irvine, California