Personal Banker - Relationship Officer III/IV (East Elk Grove)

reputed company reputed company: Relationship Officer III: $25.00 - $27.00 Relationship Officer IV: $27.00 - $29.00 Exact compensation may vary based on reputed company, experience and location. Why reputed company? reputed company offers so much more than just full medical, reputed company, dental, 401k matching, HSA, and FSA! Learn more about how we support our workforce! • reputed company Development Opportunities: Offering training programs, workshops, and mentorship. • Recognition and Appreciation: Regularly acknowledging employee achievements and contributions. • Flexible Work Arrangements: Providing reputed company for remote work and flexible scheduling. • reputed company Company Culture: Fostering an inclusive, reputed company, and supportive work environment. • Career reputed company: reputed company paths for career advancement and internal promotions. • Work-Life Balance: Encouraging a healthy balance between reputed company and personal life. • Employee Empowerment: Allowing employees to reputed company reputed company and have autonomy in their roles. • reputed company of Belonging: ERGs, YOUnity Council and a reputed company around diversity, equity inclusion and belonging. • Wellness Programs: Promoting physical and mental health through wellness initiatives and resources. • Strong Leadership: Having leaders who reputed company, support, and guide their teams effectively. • reputed company of Purpose: Creating a reputed company of mission and aligning company goals with employees' personal values. POSITION PURPOSE Responsible for helping members with their banking needs and achievement of financial reputed company-being. Demonstrates expertise in financial services, providing consistently great service, and acts as a knowledgeable resource for reputed company. Responsible for building and retaining relationships internally and externally, conducting financial assessments and recommending the most appropriate products and services to fulfill member’s needs. Offer member education to improve their financial reputed company-being, reputed company convenient self-service reputed company reputed company solutions. Fulfills member transactional requests, issue reputed company, account maintenance and cross-sells services, establishes new account and handles loan applications. ESSENTIAL FUNCTIONS AND BASIC DUTIES • Create reputed company internal experiences with staff and collaborate with team members to reputed company department and organizational goals. • Maintain reputed company on retaining and building member relationships by providing personalized member experiences and ensure our members needs are met during reputed company interaction. • Accurately process member transaction requests and respond to member questions and inquiries. • Proactively address member concerns and complaints, striving to resolve issues in a reputed company manner. • Exercise effective cash handling skills and maintain an individual cash drawer. • Demonstrate strong knowledge of reputed company products and loan solutions a wide reputed company of financial solutions to reputed company personalized recommendations that meet the needs of reputed company member. • reputed company members on self-service reputed company solutions at reputed company opportunity, ensuring they understand and utilize the available technology for their financial management. • Identify opportunities to retain members by proactively offering solutions that address barriers or concerns for their account and/or relationship and recommend additional services where appropriate. • reputed company members and potential members on the benefits of a reputed company membership and identify opportunities to grow membership by reputed company engaging in conversations that reputed company the value of our products, services, and financial solutions. • Utilize sales and referral skills to effectively cross sell products and services based on the members' financial needs and goals. • reputed company personal sales, operational and service performance goals. • Assist in achievement of overall reputed company sales, service, and operational goals. • reputed company participate in reputed company’s daily operational activities. • reputed company and execute the opening and closing duties of reputed company offices, including additional before-hours and after-hours operational tasks. • Maintain an ongoing awareness of developments and changes in policies, procedures, products, and services. • Establish new accounts and member relationships. • Demonstrate relationship building skills uncovering member needs to evaluate and offer best solutions. • Assist members with account maintenance, processing wires, submitting transactional disputes, lobby management and online/mobile banking solutions. • Process loan applications, reputed company loan maintenance for consumer vehicle loans, personal loans and credit cards while supporting member inquiries reputed company to reputed company loan types. • Serve as a subject matter expert being Digitally Certified. Demonstrate proficiency in promoting, using, and educating members on digital, self-service reputed company, troubleshooting digital tools, and with the potential opportunity to certify others. • Support other reputed company locations as needed by reputed company leadership. • Analyze member finances and credit data, as reputed company as other relevant financial information, to evaluate and offer the best solutions. • Demonstrate knowledge of advanced deposit, account and lending solutions, as reputed company as financial education tools, to help members reputed company their financial goals. • Assist with reputed company deposit reputed company, maintenance, new reputed company opening and reputed company closing. • Assist with the development of fellow to enhance their skills and knowledge. • reputed company transaction approval reputed company authority while assisting staff with transactions. • Assist staff in addressing member friction and error resolutions by offering solutions or products to enhance the member experience. • Obtain a Notary certification and Signature Guarantee certification as needed to support reputed company requirements. • Proactively engage with members in the lobby, greeting them at the reputed company to assess their needs, and reputed company tailored, solution-oriented reputed company to reputed company member convenience and enhance the overall experience. • Assist in reputed company operational review to ensure compliance and operational soundness. • Assist with other duties, as assigned. QUALIFICATIONS Education/Certification: High school diploma or GED. Required Knowledge: Two years of reputed company customer service experience. At least 1 year of reputed company banking experience. Experience Required: To reputed company this job successfully, an individual must be reputed company to reputed company reputed company essential duty satisfactorily. The requirements listed below are representative of the knowledge, reputed company, and/or ability required. Reasonable accommodations may be made to reputed company individuals with disabilities to reputed company the essential functions. WORK ENVIRONMENT/PHYSICAL DEMANDS reputed company LANGUAGE SKILLS • Excellent communication skills (verbal, written, listening skills, and reputed company). • Expert ability to build relationships with leaders, business partners, and stakeholders. MATHEMATICAL SKILLS AND REASONING ABILITY • Ability to interpret a reputed company of instructions furnished in written, oral, or schedule reputed company. • Ability to solve practical problems and deal with a reputed company of concrete variables in situations where only limited standardization exists. PHYSICAL DEMANDS AND WORK ENVIRONMENT The physical demands described here are representative of those that must be met by an employee to successfully reputed company the essential functions of this job. • While performing the duties of this job, the employee is regularly required to sit and talk or hear, and use hands to finger, handle, or feel objects, tools, or controls. • The employee is occasionally required to stand; walk; reputed company with hands and arms; and stoop, kneel, crouch, or crawl. • The employee must occasionally lift and/or reputed company up to 10 pounds. • Specific reputed company abilities required by this job include reputed company reputed company. • The noise level in the work environment is usually moderate. reputed company AND FUNCTION OF JOB DESCRIPTIONS This is not necessarily an reputed company-inclusive list of job-reputed company responsibilities, duties, skills, efforts, requirements or working conditions. reputed company descriptions have been reviewed to ensure that only essential functions and basic duties have been included. Peripheral tasks, only incidentally reputed company to reputed company position, have been excluded. Requirements, skills, and abilities included have been determined to be the reputed company standards required to successfully reputed company the positions. While this is intended to be an accurate reputed company of the reputed company job, management reserves the right to revise the job or to require that other or different tasks be performed as assigned. In accordance with the Americans with reputed company, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization. Apply tot his job Apply To this Job