Relationship Banker I
Location: Monterey Park
Posted on: June 23, 2025
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Job Description:
Responsible for primarily handling teller transactions,
providing operational support, cross-selling bank
products/services, and resolving customer service issues. Process
transactions with accuracy and efficiency while delivering an
overall professional and exceptional customer experience. As
needed, will open accounts and refer customers to other areas of
the bank as appropriate. Follow regulations and bank security
procedures to protect customers as well as minimize risk to the
bank. ESSENTIAL FUNCTIONS Operations • Perform deposits and
withdrawal transactions. • Reconcile and balance teller cash
drawer. • Process outgoing wires. • Essential functions of Safe
Deposit box (e.g. entry, opening, maintenance). • Assist customers
with problem resolution. • Assist in ATM balancing. • Detect and
report fraudulent or suspicious activities by completing BSA
reporting as required, Currency Transactions Reports or Monetary
Instrument Reports. New Accounts • Perform all aspects of new
account opening procedures for all bank products/services. • Answer
customer inquiries, make appropriate financial solutions and
recommendations and assist with problem resolution. • Perform
customer service functions such as check orders, change of address,
return mail processing, supersede signature cards, and other
account maintenance changes. • Maintain confidentiality of customer
information as well as Bank proprietary information. Sales &
Service • Identify sales opportunities to cross-sell bank products
and services to ensure customers’ financial goals are met. •
Provide quality personalized customer service, maintain frequent
customer contact to expand relationships and ensure customer
retention. • Maintain open communication with Bank business
partners and make referrals as appropriate (e.g. Financial
Advisors, Mortgage Loan Originators, Commercial Lenders). •
Proactively support branch new business promotions. QUALIFICATIONS
• College degree in business, accounting or finance preferred or
related work experience. • 6-12 months of cash handling, customer
service in a retail environment, or sales experience preferred.
Banking experience is a plus. • Desire to learn the banking
industry, help others, and work in a professional environment. • PC
literate and typing proficient. Previous experience with data
entry, 10-key, banking software, and Microsoft Word, Excel,
PowerPoint and Outlook a plus. • Detail-oriented and organized with
good note taking and follow-up skills. • Good oral and written
communication skills – can write clear messages, initiate
conversations, and talk to customers about products and services. •
Good listening and interpersonal skills – can listen without
interrupting, seeks clarification, responds professionally, and
keeps emotions under control in difficult situations. • Ability to
work independently and as part of team. • Ability to give and
receive feedback to improve skills and job knowledge. • Can
maintain good attendance and arrive consistently at scheduled start
time. • Bilingual English/Chinese (Mandarin or Cantonese)
preferred. • Able and willing to commute as required for business
needs.
Keywords: , Santa Barbara , Relationship Banker I, Accounting, Auditing , Monterey Park, California
