Relationship Banker
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.
2+ years of direct working experience in all financial service products and services
Requires completion of all basic branch banking sales training classes.
Risk Management
MS Word
Record Keeping Skills
Time Management Skills
Customer Service / Sales skills
MS Excel skills
Process Improvement
Driven and self-motivated
Adaptability
Problem Solving Skills
Detail oriented and highly organized
Verbal and Written Communication
Multi tasker
According to JobzMall, the average salary range for a Relationship Banker in 5400 Stockdale Hwy, Bakersfield, CA 93309, USA is $31,000-$35,000 per year. This salary range may vary depending on experience, qualifications, and the specific bank or financial institution.
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MUFG Union Bank is an American full-service bank with 398 branches in California, Washington and Oregon which is wholly owned by MUFG Bank.
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