Ref No.: 17-20606
Location: Rancho Santa Fe, California
A Major Financial Firm located in Rancho Santa Fe, CA has an immediate contract to permanent opportunity for a Banker.

This is a Banker or new account position, with a cash drawer. This person sits at a desk (no teller line) and takes care of teller transactions, as well as opening and servicing accounts.

The essential functions of the job include, but are not necessarily limited to, the following: Builds customer relationships that embody "One Customer at a Time " standard by providing value added guidance Dedicates time to engage customers in meaningful conversation to understand customer needs Utilizes contact management system by notating what was learned both financially and personally which will continue to build on customer relationships through follow up Leverages resources to support customer relationships Navigates customers by recommending financial solutions with Bank products and service Expands knowledge of standards and culture in order to make appropriate suggestions for fulfilling customers' needs Guides customers through more complex financial needs such as buying a home, funding retirement, and operating a small business Processes basic transactions and guides customers to new technologies for their convenience and preferencesMay be required to manage a cash drawer

Qualifications: Minimum Qualifications: Experience in leveraging resources such as technology channels, lending, business banking, and investments as well as aligning products and services Experience in reviewing and analyzing customer information to identify needs and create solutions Must have high competency in the banking industry, banking channel, and products Must be able to manage and process information through a contact management system