Relationship Banker

11 S Milpitas Blvd, Milpitas, CA 95035, USA

Full-TimeDepends on ExperienceEntry LevelAssociate

Job Description

Develop new business by researching and analyzing community markets, analyzing and prioritizing clients to target, planning and executing business development strategies and calling on existing and potential clients, whether in person or over the phone. Interview loan applicants to elicit information, determine appropriate loans, cross-sell opportunities, or communicate decisions or recommendations; obtain and/or send proper documentation and to resolve related customer issues. Assure proper handling of service requests and resolution of customer problems. Maintain established customer service level expectations in accordance with the Bank's and Manager's overall goals and objectives. Ensures customer information meets bank and regulatory documentation. Exercise sound judgment when processing customer transactions and providing approvals.

Where is this job?

This job is located at 11 S Milpitas Blvd, Milpitas, CA 95035, USA

Job Qualifications

2+ years of direct working experience in all financial service products and services
Requires completion of all basic branch banking sales training classes.

Required Skills

Risk Management
MS Word
Record Keeping Skills
Time Management Skills
Customer Service / Sales skills
MS Excel skills

Soft Skills

Process Improvement
Driven and self-motivated
Adaptability
Problem Solving Skills
Detail oriented and highly organized
Verbal and Written Communication
Multi tasker

Compensation

According to JobzMall, the average salary range for a Relationship Banker in 11 S Milpitas Blvd, Milpitas, CA 95035, USA is $45,456 - $49,464. The salary range is based on the market rate, the experience of the candidate, and the size of the organization.

Additional Information

Union Bank is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

Required LanguagesEnglish

Job PostedMarch 9th, 2022

Apply BeforeSeptember 18th, 2025

This job posting is from a verified source.

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