Banking Relationship Specialist

Santa Barbara, California
Job Type
US$ 24.00 - US$ 34.00 per hour, $24 - 34 per hour + none
Ref. Number
Costanza, Daniel S., Spherion
Apply Now

Job Description

A great opportunity to work with a local financial institution in Santa Barbara. The Banking Relationship Specialist position is the first customer contact and one of the key people to set the tone of service and sales at the branch level. . Typical duties include consulting with customers and prospects about their financial goals and needs, and identifying and promoting products and services to best meet those needs. The Ideal candidate will actively cross-sell bank products by leveraging sales opportunities in assigned branch and by referring clients to other bank departments for additional needs. Other duties include addressing and resolving customer concerns to maintain valued customer relationships, along with opening new personal and business accounts and/or performing maintenance in compliance with established policies and procedures. The ideal candidate must be able to explain bank procedures and requirements, prioritize work to maximize customer service, and have the ability to deal with frequent interruptions and utilize strong problem solving skills.

Working hours: M-Th, 8:30-5:30pm; Friday 8:30-6:30pm. With possible half day Saturdays (8:30am-12:30pm)

Skills require an in depth knowledge of banking regulations: including but not limited to Bank Secrecy Act, FDIC Insurance,Privacy Laws,Teller Operations and Procedures. Our ideal candidate will have excellent communication, and customer service skills. Candidate must have a High School Diploma or equivalent required and preferred candidate should posses 1-2 years of teller experience and 4+ years of New Accounts/Sales Experience. This position also requires ability to travel to locations as needed, with some Saturday hours required. If you are interested in this great career opportunity please respond to this job post or contact our office.

Spherion has helped thousands of people just like you find work happiness! Our experienced staff will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temp-to-perm or direct hire opportunities, no one works harder for you than Spherion. EEO Employer: Race, Religion, Color, National Origin, Citizenship, Sex, Age, Disability, Ancestry, Veteran Status, Genetic Information, Service in the Uniformed Services or any other classification protected by law.

Apply Now