SR RELATIONSHIP BANKER - (40 HOURS) - CAMARILLO - Union Bank (Camarillo, CA)
Title:
SR RELATIONSHIP BANKER - (40 HOURS) - CAMARILLO Job Number:
30124 Invest in your career.
Invest in your future.
Become part of a team where community, diversity, and exceptional service are part of everyone's job.
Invest in you! Job
Summary:
Major
Responsibilities:
Sales 60%:
Proactively assess clients' financial information by completing a Needs Assessment to determine total current and future financial needs.
Summarize and discuss the opportunities uncovered; recommend, present and sell appropriate products and services.
If assigned, responsible for the managing, retaining and growing the Priority/ Signature portfolio.
Refer clients as necessary to the appropriate banker or department to cross-sell additional services or products.
Conduct monthly in-house products/services seminars for branch employees and coordinate seminars for bank clients.
Perform the Merchandising and Marketing activities as required including functions such as:
leadership support in promotional campaigns; product/service training sessions; lobby merchandising materials display.
Customer Service 20%
Qualifications:
Generally requires 2 years of direct working experience in all financial service products and services including Small Business Sales and Credit products, risk management procedures, etc.
Requires excellent verbal and written communication skills.
Ability to operate PC, Windows, Word, Excel and other standard banking software.
Requires completion of all basic branch banking sales training classes.
Union Bank iscommitted to leveraging the diverse backgrounds, perspectives, and experiences of our workforce to create great opportunities for our people and our business.
EOE.
M/F/D/V.
Job:
Retail Banking - Sales Source:
.
Estimated Salary: $20 to $28 per hour based on qualifications.
SR RELATIONSHIP BANKER - (40 HOURS) - CAMARILLO Job Number:
30124 Invest in your career.
Invest in your future.
Become part of a team where community, diversity, and exceptional service are part of everyone's job.
Invest in you! Job
Summary:
Major
Responsibilities:
Sales 60%:
Proactively assess clients' financial information by completing a Needs Assessment to determine total current and future financial needs.
Summarize and discuss the opportunities uncovered; recommend, present and sell appropriate products and services.
If assigned, responsible for the managing, retaining and growing the Priority/ Signature portfolio.
Refer clients as necessary to the appropriate banker or department to cross-sell additional services or products.
Conduct monthly in-house products/services seminars for branch employees and coordinate seminars for bank clients.
Perform the Merchandising and Marketing activities as required including functions such as:
leadership support in promotional campaigns; product/service training sessions; lobby merchandising materials display.
Customer Service 20%
Qualifications:
Generally requires 2 years of direct working experience in all financial service products and services including Small Business Sales and Credit products, risk management procedures, etc.
Requires excellent verbal and written communication skills.
Ability to operate PC, Windows, Word, Excel and other standard banking software.
Requires completion of all basic branch banking sales training classes.
Union Bank iscommitted to leveraging the diverse backgrounds, perspectives, and experiences of our workforce to create great opportunities for our people and our business.
EOE.
M/F/D/V.
Job:
Retail Banking - Sales Source:
.
Estimated Salary: $20 to $28 per hour based on qualifications.
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