Personal Banker - Lodi Vintners Square at Farmers & Merchants Bank of Central California

Lodi, California, United States -

Full Time

Start Date

Immediate

Expiry Date

01 Sep, 26

Salary

26.33

Posted On

03 Jun, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Relationship Building, Financial Advice, Consumer Lending, Account Opening, Customer Profiling, Networking, Transaction Processing, Regulatory Compliance, Sales, Customer Retention, Professional Communication, Operational Excellence

Industry

Banking

Description

Personal Banker Department: Retail Bank Employment Status: Full-Time, Hourly (40hrs), Non-Exempt Supervises Others: No Salary: $22.90 - $26.33 (commensurate with experience & qualifications) F & M Bank’s Personal Bankers are responsible for building relationships and providing expert financial advice and great service. They need to demonstrate motivation to offer the right financial solutions to help customers with large expenses, such as saving for college, buying a home, and planning for retirement. * By opening new accounts and originating new consumer loan applications, Personal Bankers are key in the growth and acquisition of new business and growing profitable customer relationships * Personal Bankers represent the Bank within the community by joining organizations; they establish contacts with local organizations and businesses, and pursue additional Bank business through referrals and networking * Personal Bankers own the customer relationship and build solid connections with the customers. They thoroughly profile every new and existing customer to identify opportunities for providing customer-focused product knowledge and support Who are we looking for? * Someone experienced in opening complex accounts such as trusts, loan products, and retirement accounts * A top-notch, personable communicator, who is customer-focused and demonstrates tack and professionalism * Self-starter who develops new business and works to increase sales and customer retention * Demonstrated knowledge of banking institution concepts, consumer lending, endorsements, transaction processing, and federal/state regulations * An individual devoted to operational excellence, adhering to high ethical standards and who maintains focus to deliver results Also required: * Successful completion of a credit history check is a condition of employment * Minimum of a high school diploma or equivalent; A.A. degree or equivalent combined work experience accepted * Minimum of 3 years experience in the financial services industry, which includes experience with opening new accounts (personal and business) and accepting consumer loan applications * Successful completion of college-level finance or accounting courses preferred * A reliable form of transportation to get to and from work and training each day F&M Bank 121 West Pine Street, Lodi CA 95240 We are an equal opportunity employer - This organization participates in E-Verify - Esta Organización Participa en E-Verify

Responsibilities

Personal Bankers are responsible for building customer relationships and providing expert financial advice to help clients with savings, home buying, and retirement. They drive business growth by opening new accounts, originating consumer loan applications, and networking within the local community.