Sr Relationship Banker (Sales Lead) - 40 hours Milpitas CA

Company: Bank Of The West
Location: Milpitas
Posted on: July 29, 2022

Job Description:

Sr Relationship Banker (Sales Lead) - 40 hours Milpitas CA (br( - (063319)(p((/p( At Bank of the West, our people are having a positive impact on the world. Were investing where we feel we can make the most impact, like advancing diversity and women entrepreneurship programs, financing for more small businesses, and promoting programs for sustainable energy. From our locations across the U.S., Bank of the West is taking action to help protect the planet, improve peoples lives, and strengthen communities. We are part of BNP Paribas, a global leader supporting the UN Sustainable Development Goals (SDGs). Yes, were a bank, but as the bank for a changing world, we are continually seeking to improve the ways we help our customers, while contributing to more sustainable and equitable growth. (p((/p( What youll do (p((/p( As part of Bank of the West, youll be making a positive impact on the environment, your community, and the planet at a leading sustainable bank. (p((/p( We are looking for a proactive and personable advisor with banking experience to fill the role of Senior Relationship Banker. Youll be a face of the branch as you enhance customer relationships, refer customers to appropriate business partners, and sell financial products to prospective clients. At the same time, youll guide less experienced bankers and use your expert knowledge of bank products and services to help customers with more complex needs. (p((/p( You are the first point-of-contact with the bank, youll assess customers needs and recommend appropriate financial servicesthis will include personal banking and lending, home financing, and small business solutions. Youll establish new accounts in compliance with regulations and bank procedures. Youll also promote financial products through assigned leads, outbound calls, telemarketing, targeted direct mailings, and in-branch selling. (p((/p( You will collaborate with internal partners including business relationships managers, mortgage bankers, and others. When less experienced bankers face complex services or sales transactions, youll step in to help. Success will be defined by meeting individual goals that contribute to increased branch sales, revenues, and customer experience. (p((/p( What you need (p((/p( Practical banking knowledge usually obtained through both advanced education and at least three years of professional experience (br( A personable nature and good customer service skills, both verbal and written, as well as presentation skills and impeccable telephone etiquette (br( Expert knowledge of banking products, consumer lending products, credit products, and other financial services for both business and retail customers (br( Excellent sales ability, and portfolio growth and management ability (br( Strong ability to build relationships, be part of a team, and work collaboratively (br( Strong problem-solving skills and a can-do attitude (br( Excellent planning and organization skills (br( Attention to detail; you can perform branch procedures with hawk-like precision (br( Comfort and proficiency working with technology and software (br( A willingness to enthusiastically manage constantly changing priorities (p((/p( Whats in it for you?(p((/p( At Bank of the West, you will be part of fundamentally different type of bank that is having a positive impact on the world. You can be proud to work for an organization that has the strongest environmental policies of any major U.S. bank (defined as those with more than $90 billion in assets). Youll also be working for a place with a proven commitment to diversity, starting at the very top with our CEO and extending through all levels of the organization. (p((/p( Youll will do meaningful work that makes a real difference in the world. We are leveraging the power of finance to help protect the planet, improve peoples lives, and strengthen communities. As part of BNP Paribas, youll also be working for a global leader in positive banking, and the ninth-largest bank in the world. (p((/p( We provide our team members with the resources they need to be successful at work, and to thrive outside the office. Whether its our healthcare benefits, a gym subsidy, parental leave, global opportunities, flexible working, or simply a pack of post-it notes, we make sure you have what you need. (p((/p( At Bank of the West and BNP Paribas, we innovate, we develop, we work together, and we care; those are our guiding values, and we live them every day. (p((/p( Equal Employment Opportunity Policy (p((/p( Bank of the West is an Equal Opportunity employer and proud to provide equal employment opportunity to all job seekers without regard to any status protected by applicable law. Bank of the West is also an Affirmative Action employer - Minority / Female / Disabled / Veteran. (p((/p( Bank of the West will consider for employment qualified applicants with criminal histories pursuant to the San Francisco Fair Chance Ordinance subject to the requirements of all state and federal laws and regulations. (p((/p( Primary Location United States-California-Milpitas (br( Job Sales (br( Job Posting Jul 6, 2022, 6:22:45 PM(p(by Jobble(/p(

Keywords: Bank Of The West, Milpitas , Sr Relationship Banker (Sales Lead) - 40 hours Milpitas CA, Sales , Milpitas, California