Personal Banker Job Rancho Cucamonga area,California USA,Finance & Banking

Description

INTRODUCTION

We welcome you to join our Chino Commercial Bank Team!

We are currently seeking for an Experienced
Personal Banker who is passionate, driven, collaborative, and solutions minded individual to join our team.

We are dedicated in creating a championing environment where you can grow and thrive.

Our Mission is to provide exceptional customer service to make a difference in the lives of our customers and communities.

SUMMARY

The position of Personal Banker is required to be fully knowledgeable and skilled in a complete range of banking services for individual customers and small businesses, as well as in the areas of new accounts, assigned accounts, loan products and branch operations. The position of Personal Banker is responsible to meet with customers to discuss their financial needs, answer questions and provide recommendations, provide customer service and support on designated accounts while responding to client requests.

The Person al Banker is responsible for developing new business relationships through marketing, calling and being active in business functions; promoting business for the Bank by maintaining good customer relations, cross selling Bank products; and referring customers to appropriate staff for new and additional services. This position processes all new account transactions and assists customers with various accounts and financial services.

This position may also perform routine and intermediate branch and customer services and branch clerical duties. The position of Personal Banker must maintain compliance within audit, internal controls, security, BSA, and CTR standards.

Requirements ESSENTIAL DUTIES

1. Works with the Manager to define sales strategies necessary to meet sales and referral goals for individual, branch, and bank growth.

2. Open new accounts, both business and personal by assigning account numbers; completes forms requiring customer signature(s); checks Chexsystem history; accepts initial deposits; prepares all documents and items pertaining to business and personal checking accounts, savings accounts and certificates of deposit for processing.

3. Work to retain existing client relationships and obtain new relationships by conducting calls on maturing accounts, following up on leads, referrals and other prospecting opportunities.

4. Expand current client relationships and building new client relationships by understanding their needs and providing solutions via the use of all appropriate product features available across all bank product lines.

5. Cross sell appropriate banking products and services to prospective customers, promoting business for the Bank.

6. Respond timely to customer’s requests regarding small business banking products.

7. Follow up on any leads, letters and mailers provided by Branch Manager or Business Development Officer.

8. May perform routine and intermediate branch and customer service duties.

9. Receives retail and commercial checking and savings deposits by determining that all necessary deposit documents are in proper form and issuing receipts.

10. Confirms all necessary documents are properly authorized, are in proper form and are within authorized limits; should be able to make decisions when questionable items are presented for cashing; if uncertain, will seek assistance from immediate supervisor.

11. May assist in opening and closing the vault daily; assists in balancing vault currency and coin.

12. Operates computer terminal or personal computer to process account activity, determine balances, and resolve problems within given authority.

13. May issue official checks, money orders, traveler’s checks and savings bond applications.

14. Cross-sells the Bank’s other products and services, referring customers to…