Relationship Banker- Oakland Area

This position 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. The role involves accurately and efficiently processing cash transactions for clients and having deep conversations to connect clients to solutions that meet their financial goals.

• Execute the bank's risk culture and strive for operational excellence.
• Build relationships with clients to meet financial needs.
• 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.
• Grow business knowledge and network by partnering with experts in small business, lending, and investments.
• Manage financial center traffic, appointments, and outbound calls effectively.
• Drive the client experience.
• Manage cash responsibilities.

• Enthusiastic, highly motivated self‑starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
• Collaborate effectively, building and nurturing strong relationships.
• Display passion, commitment, and drive to deliver an experience that improves clients' financial lives.
• Be confident in identifying solutions for new and existing clients based on their needs.
• Communicate effectively and confidently, comfortable engaging all clients.
• Learn and adapt to new information and technology platforms.
• Educate clients on how to conduct simple banking transactions through self‑service technologies (e.g., ATM, online banking, mobile banking).
• Apply strong critical thinking and problem‑solving skills to meet clients' needs.
• Follow established processes and guidelines to do what is right for clients and the bank, adhering to all applicable laws and regulations.
• Efficiently manage time and capacity.
• Focus on results while acting in the best interest of the client.
• Must be able to work weekends and/or extended hours.

• Experience in financial services and knowledge of the financial services industry, products, and solutions.
• One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
• Six months of cash handling experience.
• Bachelor's Degree or business‑relevant Associate’s Degree such as business management, business administration, or finance.

• Adaptability
• Business Acumen
• Customer and Client Focus
• Oral Communications
• Problem Solving
• Account Management
• Client Experience
• Branding
• Client Management
• Client Solutions
• Advisory
• Relationship Building
• Business Development
• Pipeline Management
• Prospecting
• Referral Identification
• Referral Management

High School Diploma / GED / Secondary School or equivalent.

• Shift: 1st shift (United States of America)
• Hours per week: 40
• Pay range: $25.00 - $26.77 hourly, determined based on experience, education, and skill set.
• This role is benefits eligible; you will receive industry‑leading benefits, paid time off, and resources to support your physical, emotional, and financial well‑being.

Location:

Position is open for the entire market; specific financial center assignment will be based on business needs and may require relocation within a reasonable commuting distance.