Description
:
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
Responsibilities:
1. Executes the bank's risk culture and strives for operational excellence
2. Builds relationships with clients to meet financial needs
3. Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
4. Grows business knowledge and network by partnering with experts in small business, lending, and investments
5. Manages financial center traffic, appointments, and outbound calls effectively
6. Drives the client experience
7. Manages cash responsibilities
Required Qualifications:
8. Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
9. Collaborates effectively to get things done, building and nurturing strong relationships
10. Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
11. Is confident in identifying solutions for new and existing clients based on their needs
12. Communicates effectively and confidently and is comfortable engaging all clients
13. Has the ability to learn and adapt to new information and technology platforms
14. Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)
15. Applies strong critical thinking and problem-solving skills to meet clients' needs
16. Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
17. Efficiently manages time and capacity
18. Focuses on results while acting in the best interest of the client
19. Can be flexible to work weekends and/or extended hours as needed
Desired Qualifications:
20. Experience in financial services and knowledge of financial services industry, products and solutions
21. One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
22. Six months of cash handling experience
23. Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance
Skills:
24. Adaptability
25. Business Acumen
26. Customer and Client Focus
27. Oral Communications
28. Problem Solving
29. Account Management
30. Client Experience Branding
31. Client Management
32. Client Solutions Advisory
33. Relationship Building
34. Business Development
35. Pipeline Management
36. Prospecting
37. Referral Identification
38. Referral Management
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:1st shift (United States of America)Hours Per Week: 40Pay Transparency detailsUS - CA - Danville - 620 San Ramon Valley Blvd - DANVILLE BC (CA4118), US - CA - Dublin - 4250 Dublin Blvd - Tassajara BC (CA4210), US - CA - Livermore - 1748 Railroad Ave - LIVERMORE BC (CA4101), US - CA - Martinez - 6678 Alhambra Ave - VIRGINIA HILLS BC (CA4180), US - CA - Pleasant Hill - 2178 Contra Costa Blvd - PLEASANT HILL BC (CA4126), US - CA - San Ramon - 3100 Crow Canyon Pl - SAN RAMON BC (CA4179)Pay and benefits informationPay range$25.00 - $27.88 hourly pay, offers to be determined based on experience, education and skill set.Predictable payThis role is compensated with a base salary and is not incentive eligible.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.