Financial Services Representative

Company: Banner Bank
Location: San Diego
Posted on: February 1, 2025

Job Description:

Job OverviewBanner Bank is seeking a skilled Banker to join our team. As a Banker, you will be the face of the Bank, providing excellent customer service and processing transactions accurately and efficiently. You will also assist clients in achieving their financial goals by actively referring Bank products and services, and selling Bank products and services via in-person and telephone conversations.Responsibilities

• Provide exceptional customer service to clients, ensuring their financial needs are met.
• Process transactions accurately and efficiently, maintaining a high level of personal reliability and punctuality.
• Assist clients in achieving their financial goals by actively referring Bank products and services.
• Sell Bank products and services via in-person and telephone conversations, meeting sales targets.
• Maintain a thorough knowledge of Bank products and services, staying up-to-date on industry developments.Requirements
  • 3 or more months of job-related experience, including cash handling, client service, and sales.
  • Previous Teller experience is preferred.
  • Strong organizational skills, basic skills in math, negotiation, and problem-solving.
  • Effective verbal and written communication skills, proper phone and email etiquette.
  • Good interpersonal and relationship-building skills, excellent customer service skills.Process
    • Complete a simple application and answer a few questions.
    • Take a quick assessment that gives us a little more insight into your work style.
    • Have a phone interview with the manager or recruiter.
    • Have an on-site interview with the manager and another key member or two of the team.
    • Get an offer if it's the right fit for you and Banner.
    • Start working after a background check and kick-off an amazing career.Compensation and Benefits
      • Targeted starting hourly range (based on experience): $18+/hour.
      • Comprehensive employee benefits, including medical, dental, vision, LTD, STD, and life.
      • Paid vacation time, sick time, and 11 company-paid holidays.
      • 401k (with up to 4% match).
      • Tuition reimbursement.Why Work at Banner Bank?We are committed to diversity in the workplace and are an Equal Opportunity Employer. We value our employees and offer a range of benefits and opportunities for growth and development. Join us in our mission to provide exceptional customer service and to be a leader in the financial industry.

Keywords: Banner Bank, Highland , Financial Services Representative, Accounting, Auditing , San Diego, California