Job description

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Description - External

What you’ll do

As part of Bank of the West, you’ll be making a positive impact on the environment, your community, and the planet at a leading sustainable bank.

We are looking for a proactive and personable advisor with banking experience to fill the role of Relationship Banker. You’ll be a face of the branch as you enhance customer relationships, refer customers to appropriate business partners, and sell financial products to prospective clients.

You are the first point-of-contact you’ll assess customers’ needs and recommend financial solutions for personal banking, lending, home financing, small business solutions, and more. Managing an assigned portfolio, you’ll also identify opportunities to deepen existing relationships.

This means you’ll do everything from establishing new accounts in compliance with regulations and bank procedures, to promoting financial products through assigned leads, outbound calls, telemarketing, targeted direct mailings, and in-branch selling. You’ll also proactively educate customers about digital self-service options such as how to enroll in online banking, how to pay bills online, and how to make remote deposits.

Relationship Banker is a collaborative role that works with internal partners including business relationship managers, mortgage bankers, and others. Success will be defined by meeting individual goals that contribute to increased branch sales, revenues, and customer experience. You may also handle frontline responsibilities as needed.

Qualifications - External

To protect the health and safety of our employees and customers, Bank of the West may require all U.S. employees to provide proof of their vaccination status, and employees who are not fully vaccinated may be required to undergo regular testing.

What you need

• Experience with banking sales and products
• University degree or equivalent experience
• A personable nature and good customer service skills, both verbal and written, as well as presentation skills and impeccable telephone etiquette
• Strong knowledge of banking products, consumer lending products, credit products, and other financial services
• Demonstrated sales ability and portfolio management experience
• The ability to build relationships, be part of a team, and work collaboratively
• Problem solving skills and a can-do attitude
• A strong attention to detail
• Comfort and proficiency working with technology and software
• A willingness to enthusiastically manage constantly changing priorities

What’s in it for you

At Bank of the West, our people are having a positive impact on the world. We’re 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. Bank of the West is now part of the BMO family, a leading North American bank with a 200+ year history of success. BMO offers abroad range of financial services to help customers achieve real financial progress and shares Bank of the West’s commitment in driving positive change for a thriving economy, a sustainable future, and an inclusive society.

We provide our team members with the resources they need to be successful at work, and to thrive outside the office. Whether it’s 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.

Annual Hiring Range/Hourly Rate:

$20.75-$25.12

Actual compensation offer to candidate may vary from posted hiring range based upon geographic location, work experience, education, and/or skill level.

In addition to base salary, this position is eligible for quarterly incentives.

Benefits: Visit https://www.bankofthewest.com/about-us/careers/benefits.htmlfor benefits information.

Equal Employment Opportunity Policy

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.

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.

Job Type: Full-time

Pay: $23.25 - $23.75 per hour

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Parental leave
• Vision insurance

Schedule:

• 8 hour shift

Ability to commute/relocate:

• Tahoe City, CA 96145: Reliably commute or planning to relocate before starting work (Required)

Education:

• High school or equivalent (Preferred)

Experience:

• Banking: 2 years (Preferred)
• Customer service: 3 years (Required)
• Cash handling: 3 years (Required)
• Sales: 2 years (Required)

Work Location: In person

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