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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 their financial and life priorities and connecting clients to solutions that meet their financial goals.
Responsibilities:
* Executes the bank's risk culture and strives for operational excellence
* Builds relationships with clients to meet financial needs
* 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
* Grows business knowledge and network by partnering with experts in small business, lending, and investments
* Manages financial center traffic, appointments, and outbound calls effectively
* Drives the client experience
* Manages cash responsibilities
Required Qualifications:
* Enthusiastic, highly motivated self-starter with a strong work ethic and results-focused attitude
* Effective collaborator, able to build and nurture strong relationships
* Passionate, committed, and driven to improve clients’ financial lives
* Confident in identifying solutions for clients based on their needs
* Effective and confident communicator, comfortable engaging with all clients
* Quick learner and adaptable to new information and technology platforms
* Confident in educating clients on conducting simple banking transactions via self-service technologies
* Strong critical thinking and problem-solving skills
* Adheres to established processes and guidelines, complying with laws and regulations
* Efficient in managing time and capacity
* Results-oriented, acting in the best interest of clients
* Flexible to work weekends and extended hours as needed
Desired Qualifications:
* Experience in financial services, with knowledge of industry products and solutions
* At least one year of successful sales experience with individual sales goals
* Six months of cash handling experience
* Bachelor’s Degree or relevant Associate’s Degree in business management, administration, or finance
Skills:
* 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
Minimum Education Requirement:
High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - CA - Bakersfield - 2800 Oswell St - College Heights (CA0166), US - CA - Bakersfield - 4480 Coffee Rd - RIVERLAKES VILLAGE BC (CA0179)
Pay range $24.00 - $25.96 hourly, offers based on experience, education, and skills.
This role offers a predictable pay structure with a base salary only, not incentive eligible.
Benefits:
This position is benefits eligible. We provide industry-leading benefits, paid time off, resources, and support to help employees make a meaningful impact and contribute to our community growth.
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