Sr Relationship Banker (Sales) Benicia Branch

Essential Job Functions
  • Sells Bank products and provides superior customer service. Cross-sells products and services including mortgage loans.
  • Completes documentation required to establish and maintain new accounts. Complies with all policies/procedures related to the new account process.
  • Manages assigned MMCRM portfolio, identifying opportunities to deepen and expand relationship.
  • Promotes and markets financial products through outside calls, telemarketing, targeted directed mailings, and in-branch selling
  • Assists less experienced Relationship Banker with more complex service or sales transactions


Required Experience
  • Seasoned professional with knowledge and expertise in completing complex transactions may be equivalent to that of the Branch Managers.
  • High School Diploma or GED Required
Work Experience
  • P2 - 3 yrs Requires practical knowledge of job area typically obtained through advanced education combined with experience.
    Requires 3 years minimum prior relevant experience.
  • Excellent customer service skills that includes verbal and communication skills
  • Drives for excellent results
  • Excellent knowledge at building relationships, collaboration and team work
  • Strong problem solving skills
  • Expert knowledge of banking products, credit products and services

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