Sr Relationship Banker - (40 hours) Santa Barbara, CA
Company: Bank Of The West
Location: Santa Barbara
Posted on: July 29, 2022
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Job Description:
Sr Relationship Banker - (40 hours) Santa Barbara, CA (br( -
(064192)(p((/p( At Bank of the West, our people are having a
positive impact on the world. Were investing where we feel we can
make the most impact, like advancing diversity and women
entrepreneurship programs, financing for more small businesses, and
promoting programs for sustainable energy. From our locations
across the U.S., Bank of the West is taking action to help protect
the planet, improve peoples lives, and strengthen communities. We
are part of BNP Paribas, a global leader supporting the UN
Sustainable Development Goals (SDGs). Yes, were a bank, but as the
bank for a changing world, we are continually seeking to improve
the ways we help our customers, while contributing to more
sustainable and equitable growth. (p((/p( Job Description Summary
(p((/p( Responsible for branch sales and portfolio growth efforts
related to Bank's various financial products to prospective
customers. In conjunction with branch sales efforts, supports,
promotes, and markets promotional activities, enhance customer
relationships, and refers customers to other business partners as
appropriate. Typically works with more complex customers with
expert knowledge of product and service offerings. Provides
guidance and assistance to less experienced bankers. (p((/p(
Essential Job Functions (p((/p( Acts as customers first point of
contact with the Bank by engaging customers to complete needs
assessment to identify and recommend financial solutions to best
satisfy those needs, including banking solutions, lending
solutions, home financing and/or small business solutions. (p((/p(
Completes documentation required to establish and maintain new
accounts. Complies with all policies/procedures related to the new
account process. (p((/p( Manages assigned portfolio, identifying
opportunities to deepen and expand relationship. (p((/p(
Proactively promotes and markets financial products through
outbound calls, telemarketing, targeted directed mailings, and
in-branch selling. (p((/p( Accountable for individual goals and
contributes to increasing branch sales, revenues and customer
experience. (p((/p( Collaborates with internal partners, such as
business relationship managers, mortgage bankers, and others.
(p((/p( Assists less experienced Bankers with more complex service
or sales transactions. (p((/p( Required Experience (p((/p( Requires
practical knowledge of job area typically obtained through advanced
education combined with experience. (p((/p( Typically requires a
minimum 3 years of prior relevant experience. (p((/p( Prefer
University Degree or equivalent experience. (p((/p( Education
(p((/p( High School Diploma or GED Required (p((/p( Skills (p((/p(
Excellent customer service skills, communication skills, both
written and verbal, presentation skills, and telephone etiquette.
(p((/p( Complete knowledge of banking products, lending products,
credit products and services used by business and retail customers.
(p((/p( Excellent sales and portfolio growth and management
ability. (p((/p( Results driven with strong ability to generate
sales based on customer needs. (p((/p( Excellent knowledge at
building relationships, collaboration and team work. (p((/p( Strong
problem solving skills. (p((/p( Planning and organization skills.
(p((/p( Strong ability to perform branch processes and procedures
with excellent attention to detail. (p((/p( Effectively use all
applicable systems, technology and software to perform job
functions. (p((/p( Versatility, flexibility, and a willingness to
work within constantly changing priorities with enthusiasm. (p((/p(
Equal Employment Opportunity Policy (p((/p( Bank of the West is an
Equal Opportunity employer and proud to provide equal employment
opportunity to all job seekers without regard to any status
protected by applicable law. Bank of the West is also an
Affirmative Action employer - Minority / Female / Disabled /
Veteran. (p((/p( Bank of the West will consider for employment
qualified applicants with criminal histories pursuant to the San
Francisco Fair Chance Ordinance subject to the requirements of all
state and federal laws and regulations. (p((/p( Primary Location
United States-California-Santa Barbara (br( Job Sales (br( Job
Posting Jul 8, 2022, 12:57:06 AM(p(by Jobble(/p(
Keywords: Bank Of The West, Santa Barbara , Sr Relationship Banker - (40 hours) Santa Barbara, CA, Other , Santa Barbara, California
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