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Personal Banker - Montclair - Oakland

Farmers & Merchants Bank of Central California
Posted 5 months ago, valid for 17 days
Location

Oakland, CA, US

Salary

$25.19 - $28.96 per hour

Contract type

Full Time

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Sonic Summary

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  • F & M Bank is seeking a full-time Personal Banker for their Montclair - Oakland location, offering a salary range of $25.19 to $28.96 per hour, based on experience and qualifications.
  • The Personal Banker will be responsible for building customer relationships and providing expert financial advice, focusing on large expenses like college savings, home buying, and retirement planning.
  • Candidates must have a minimum of 3 years of experience in the financial services industry, including expertise in opening complex accounts and consumer loan applications.
  • Successful applicants should possess strong communication skills, a customer-focused approach, and a thorough understanding of banking concepts and regulations.
  • A high school diploma or equivalent is required, with preference given to those who have completed college-level finance or accounting courses.


Personal Banker

Department:聽Retail Bank聽 聽 聽 聽 聽 聽 聽 聽 聽 聽 聽 聽 聽 聽 聽 聽 聽 聽 聽 聽 聽 聽 聽 聽 聽 聽

Employment Status: Full-Time, Hourly (40hrs), Non-Exempt

Supervises Others: No 聽 聽 聽 聽 聽 聽 聽

Location:聽Montclair - Oakland

Salary:聽$25.19 - $28.96 聽(commensurate with experience & qualifications)


F & M Bank鈥檚 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. 聽

  • 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聽

Who are we looking for?

  • Someone experienced in opening complex accounts such as trusts, loan products, and retirement accounts
  • A top-notch, 聽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聽121 West Pine Street, Lodi CA 95240

We are an equal opportunity employer - This organization participates in E-Verify - Esta Organizaci贸n Participa en E-Verify 聽 聽 聽 聽 聽 聽






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