Sorry, this job is no longer accepting applications. See below for more jobs that match what you’re looking for!

Downtown Seattle- Relationship Banker- Madison Pike FC- Seattle, WA

Expired Job

Bank Of America Corporation Seattle , WA 98113

Posted 4 months ago

Job Description:

Relationship bankers (RBs) are located in the financial center and are responsible for assisting and educating customers on self-service banking options (for example, mobile, online, ATM) and building and deepening customer relationships. RBs are also trained in cash transactions and may be asked to process these transactions both accurately and efficiently when needed.

Primary Responsibilities:

  • Engage customers in the lobby to assist, educate and train customers on how to conduct simple transactions through self-service technologies

  • Work with retail customers to build and deepen relationships by uncovering financial needs and recommending the best products, services and solutions to meet those needs

  • Open deposit accounts and sell banking products (examples: credit cards, CDs, IRAs, loans)

  • Quote rates, terms and programs for loan customer requests

  • Respond to customer inquiries and concerns, creating customized solutions

  • Recognize and refer cross-sell opportunities

  • Refer opportunities to appropriate specialist

  • Ensure customers/clients are connected to the appropriate teammate to help them achieve their financial goals; make sure all sales, service and specialized needs are met; and help drive overall revenue growth

  • Ensure the customer's needs are met by partnering with specialists and business partners to understand what they offer to customers and the most effective way to generate business referrals (examples: customer's banking, small business, mortgage and investment needs)

  • During times of high customer traffic, process transactions accurately and efficiently to build customer confidence and trust, based on established policies and procedures

  • Leverage available resources and technologies (such as tablets and bank by appointment) to optimize the customer experience and serve our customers with operational excellence and accuracy

  • Proactively manage risk in every business, product and service transaction leveraging available tools

Required skills:

  • Skilled at and/or aptitude for assessing customer/client needs, providing applicable solutions/recommendations, and building customer relationships based on mutual trust to optimize sales opportunities to new and existing customers/clients

  • Ability to build solid relationships with teammates, business partners and specialists by fostering teamwork, partnership and collaboration in a virtual or face-to-face environment

  • Thrive on engaging with customers; can begin a conversation, handle objections, demonstrate patience to teach and so forth

  • Actively use and leverage current technologies to better understand the technology solutions available to improve our customers' financial lives

  • Ability to learn and understand technology to assist customers with self-service needs

  • Apply strong critical thinking and problem-solving skills to meet customers' needs

  • Available to work weekends and/or extended hours as required to run the business

  • Demonstrate initiative, a commitment to continuous learning, and the ability to adapt to changing demands and requirements

  • Displays passion, commitment and drive to deliver an experience that improves our customers' financial lives

  • Ability to understand and implement process and/or regulatory requirements during all interactions with customers (examples: Anti-Money Laundering, appropriate disclosures.)

  • Excellent oral and written communication skills with strong influencing skills

  • Pass relationship banker pre-employment assessment

  • Bilingual (fluent verbal and written) skills where applicable

  • Ability to engage customers for long periods of time

  • All relationship bankers must be certified in the requirements of the role. The certification process will be designed to validate associates' proficiency, meaning their ability to perform the critical job tasks and demonstrate the key "how" behaviors.

Desired skills:

  • One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals

  • Six months of cash handling experience

  • Bachelor's degree or business relevant associate degree (examples: business management, business administration, finance)

  • Financial/Banking center experience

Posting Date: 09/05/2018

Location: Seattle, WA, MADISON PIKE BC, 1300 E Madison St, - United States

Travel: No

Full / Part-time: Full time

Hours Per Week: 40

Shift: 1st shift


See if you are a match!

See how well your resume matches up to this job - upload your resume now.

Find your dream job anywhere
with the LiveCareer app.
Download the
LiveCareer app and find
your dream job anywhere
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Relationship Banker MLO Seattle West Seattle

Umpqua Bank

Posted 3 days ago

VIEW JOBS 12/7/2018 12:00:00 AM 2019-03-07T00:00 As a Relationship Banker, you will help clients achieve financial well-being through deep customer relationships and a thoughtful understanding of their needs, to offer the best and most appropriate personal and business financial products and services. You will also provide sales and service support to the Retail Store team and serve as the primary new account and loan originator for the store. Functions * Build, develop and deepen customer relationships through active market profiling, and needs-based questioning to identify deposit, credit, and investment solutions to help customers achieve their financial goals. Solutions include, services and current technologies the Bank offers that are available for customer convenience. Educate customers on alternative channels that provide value, and then refer to appropriate lines of business. * Establish preset appointments, deliver quality Financial Wellness Review conversations, identify needs, make recommendations and follow up. * Assist the customer with their financial growth through savvy advice and educating the customer on alternative channels that provide value and refer to appropriate lines of business. Develop strong partnerships with Operations Leaders, Financial Advisors, Mortgage Advisors, Small Business colleagues and other line of business partners focusing on client acquisition and deepening the relationship of current clients; effectively manage those partnerships. * Originate simple to complex consumer lending inside the Store. * Originate limited Small Business loans as well as provides cash management solutions, such as Treasury Management and Merchant Services, payroll and ACH. * Recognize a small business with potential and make a quality referrals to the proper team. * Cross-sell other bank services and refer customers to other departments as appropriate. * Demonstrate compliance with all bank regulations that apply to your position, and keep up to date on regulation changes. * Maintain working knowledge of our policies and procedures regarding the Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations that apply to your position. Qualifications * High school diploma or GED required. * 3-5 years of banking and/or demonstrated sales experience. * 1 year of experience in developing current and new customer relationships, achieving sales goals and building referral sources in banking or retail environment with customer service and cash handling experience. * 1 year experience in a lending function with loan origination and processing functions, or equivalent training. This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Reg Z. * Foundational knowledge of sales and service techniques with consumers and small businesses, including tele-consulting, outside calling, prospecting and networking. Basic understanding of personal finances and concept of budgeting. * Must have access to reliable transportation to facilitate travel outside of the branches, including outside sales calls. Registered Mortgage Loan Originator (MLO) This position requires you to act as a Bank MLO, which is defined as an individual authorized by the Bank to take mortgage loan applications, offer a mortgage, arrange a mortgage, assist a consumer in obtaining or applying to obtain a mortgage, negotiates a mortgage, otherwise obtain or make a mortgage for another person, represent to the public (through advertising or other means of communication) that such person can or will perform any of these activities, or, refer a consumer to a loan originator (Note: Except those employees of the Bank who do not discuss particular credit terms available and do not refer the consumer, based on the employee's assessment of the consumer's financial characteristics to a particular Bank MLO), for compensation or gain. All MLO's will be required to register as a MLO complying with the S.A.F.E. Act requirements. * This position is NOT authorized to act as a Bank Closed-End MLO which is defined as any position designated to perform the activities of a Bank MLO for closed-end transactions, and thus subject to specific Truth-in-Lending Act and Regulation Z Loan Originator requirements. Physical Requirements and Working Conditions Work involves: * Sitting * occasional walking * lifting up to 10 pounds * Frequent local travel. No relocation offered. About Us We do things a little differently here at Umpqua. Our retail stores serve as community hubs, our associates are given up to 40 hours of volunteer time each year, and we're never satisfied with the status quo. It's no wonder we've made "Fortune's 100 Best Companies to Work For" eight years in a row. But greatness has no finish line, so we continue every day to keep people at the center of everything we do. We focus on building relationships, understanding our customers' needs and connecting to people in new and innovative ways -- always staying true to our mission of providing personalized banking for all people, whenever and however they prefer to bank. Umpqua Bank is committed to employing a diverse workforce. Qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, gender expression, protected veteran status, or disability. We maintain a drug-free workplace and may perform pre-employment substance abuse testing. Umpqua Bank Seattle WA

Downtown Seattle- Relationship Banker- Madison Pike FC- Seattle, WA

Expired Job

Bank Of America Corporation