Relationship Banker- Napa Area

Job Description

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. It involves accurately and efficiently processing cash transactions and having deep conversations with clients to understand their financial priorities and connect them with suitable solutions.

• 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 strong work ethic.
• Collaboration skills and building relationships.
• Passion, commitment and drive to deliver an improved client experience.
• Confidence in identifying solutions for clients.
• Effective communication skills, comfortable engaging all clients.
• Adaptability to new information and technology platforms.
• Comfort in educating clients on simple banking transactions.
• Strong critical thinking and problem‑solving skills.
• Follow established processes and guidelines.
• Efficient time and capacity management.
• Results oriented while acting in best interest of client.
• Ability to work weekends/extended hours.

• Experience in financial services and knowledge of industry products and solutions.
• One year of 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 (business management, administration, 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
• Location:
  
  1700 1st St., Napa, CA (CA3102)
• Pay range: $25.00 - $26.77 hourly, based on experience, education, skill set. Base salary only, not incentive eligible.
• Benefits:
  Eligible for benefits. Industry‑leading benefits, paid time off, resources, and support to employees.

The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC.

Pay and benefits information: $25.00 - $26.77 hourly. Benefits are included.