Relationship Banker -Ontario Market

Job Description

Engage clients in the lobby to educate and assist with conducting transactions through self‑service resources such as mobile banking, online banking, or ATM. Accurately and efficiently process cash transactions for clients as needed. Have deep conversations with clients to gain in‑depth knowledge of financial and life priorities and connect them to solutions that meet their 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 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.
• Collaborates effectively to get things done, building and nurturing strong relationships.
• Displays passion, commitment and drive to deliver an experience that improves clients’ financial lives.
• Confident in identifying solutions for new and existing clients based on their needs.
• Communicates effectively and confidently, comfortable engaging all clients.
• Ability to learn and adapt to new information and technology platforms.
• Confident in educating clients on conducting simple banking transactions through self‑service technologies (ATM, online banking, mobile banking).
• Strong critical thinking and problem‑solving skills to meet clients’ needs.
• Follows established processes and guidelines to do what is right for clients and the bank, adhering to all applicable laws and regulations.
• Efficiently manages time and capacity.
• Focuses on results while acting in the best interest of the client.
• Flexible to work weekends and/or extended hours as needed.

• Experience in financial services and knowledge of 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

Shift: 1st shift (United States of America)

Hours Per Week: 40

Pay range: $25.00 - $27.88 hourly pay, determined based on experience, education and skill set.

This role is compensated with a base salary and is not incentive eligible.

Benefits:
This role is currently benefits eligible. Industry‑leading benefits, access to paid time off, resources and support to employees.

Pay Transparency details: US – CA – Pomona – 444 S Garey Ave – POMONA MAIN OFFICE (CA7110), US – CA – Rancho Cucamonga – 9719 Foothill Blvd – CUCAMONGA BC (CA6102), US – CA – Upland – 1211 W Foothill Blvd – NORTH UPLAND BC (CA6143), US – CA – Upland – 1916 N Campus Ave (CA6250).

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