The job below is no longer available.
OC Central Garden Grove Market Personal Banker Westminster Banking Center Westminster CA Area
•30 days ago
| Hours | Full-time, Part-time |
|---|---|
| Location | Westminster, California |
About this job
The Senior Small Business Relationship Manager (SBRM) provides comprehensive financial solutions to small businesses with annual revenues from $250K up to $5 million, and are the primary point of contact within financial centers for walk-in small business customers and the resident expert for Small Business products, services and strategies. The SBRM will spend the majority of their time meeting the sales and service needs of small business customers, and are also responsible for uncovering the small business customer's personal banking needs. The SBRM is expected to make outbound calls to targeted financial center customers and meet with small business customers at their place of business to deepen relationships.
Required skills
Minimum of one year sales experience in a salary plus incentive environment with individual sales goals where you routinely met or exceeded defined goals and accountabilities
Minimum of one year of customer service experience
Skilled in assessing customer/client needs, providing solid advice/recommendations, and building customer relationships based on mutual trust to optimize sales opportunities with new and existing customers/clients
Ability to build solid relationships with teammates, business partners and specialists by fostering teamwork, partnership and collaboration
Ability to apply strong critical thinking and problem solving skills to meet customer's needs
Ability to demonstrate initiative, a commitment to continuous learning, and the ability to adapt to changing demands and requirements
Excellent oral and written communication skills with strong influencing skills
Pass personal banker pre-employment assessment
Desired skills
Demonstrates leadership and assertiveness
Bilingual (fluent verbal and written) skills
Demonstrates Bank of America values and commitments
Demonstrates customer experience commitments
Experience in financial services and prior knowledge of financial services industry, products and solutions
Required skills
Minimum of one year sales experience in a salary plus incentive environment with individual sales goals where you routinely met or exceeded defined goals and accountabilities
Minimum of one year of customer service experience
Skilled in assessing customer/client needs, providing solid advice/recommendations, and building customer relationships based on mutual trust to optimize sales opportunities with new and existing customers/clients
Ability to build solid relationships with teammates, business partners and specialists by fostering teamwork, partnership and collaboration
Ability to apply strong critical thinking and problem solving skills to meet customer's needs
Ability to demonstrate initiative, a commitment to continuous learning, and the ability to adapt to changing demands and requirements
Excellent oral and written communication skills with strong influencing skills
Pass personal banker pre-employment assessment
Desired skills
Demonstrates leadership and assertiveness
Bilingual (fluent verbal and written) skills
Demonstrates Bank of America values and commitments
Demonstrates customer experience commitments
Experience in financial services and prior knowledge of financial services industry, products and solutions
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