Proactively build relationships with existing and new, consumer and business customers by discovering customers’ needs, to provide financial advice and offer bank products that will meet customers’ financial goals.
Collaborate with partnerships within the bank: Treasury Management Services, Mortgage, Credit Card, and Wealth Management; to help customers with specialized financial needs, and to retain and expand profitable relationships.
Comply with bank’s policies, procedures, and controls to minimize risk exposures, and be compliant with applicable laws, rules and regulations.
Enhance customer satisfaction and build customer loyalty, by consistently engaging and connecting with customers; and exceed service expectations in timely manners, by taking ownership to effectively review and resolve customer issues.
Translate goals and expectations into specific executable, weekly and monthly, sales activities to meet or exceed individual assigned goals.
Use a consultative approach and effective sales processes, to maximize sales opportunities and effectively deliver sales results.
Continuously learn to expand one’s knowledge of features and benefits of deposit, loan, TMS, Wealth Management, and Digital Banking products and services; to become a trusted advisor and subject matter expert whom customers can depend on.
Partake in overall branch efforts as a high-level team player, providing banking expertise and support in various banking duties.
Job Qualifications/Requirements
2+ years of financial services industry experience in retail, mortgage, investment, private banking, or commercial banking
Ability to build strong personal connections, utilizing keen listening skills to understand customer needs to provide sound solutions, to meet financial goals resulting in lasting relationships
Excellent communication skills in person and over the phone
Strong desire to educate and encourage customers to connect through Bank of Hope’s Digital Banking self-service options
Possess a strong drive to become a top performer and stay resilient to produce top of the line result
Organized and well planned to stay efficient and follow through when closing sales
Highly motivational with the ability to successfully meet team objectives while maintaining high levels of individual performance
Ability to interact with integrity and professionalism with customers and employees
Customer service focus with experience in handling complex transactions across multiple systems
Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers
Knowledge and understanding of retail compliance controls, risk management, and loss prevention
Experience using strong business acumen to provide financial services consultations to small business customers
Knowledge and understanding of consumer lending products
Actively participate in branch duties with a strong sense of teamwork
The salary range for this full-time position is $24.00 Hourly - $28.85 Hourly + bonus + benefits
Salary ranges are determined based on qualifications, level, and location.
Exact compensation may vary based on your skills and experience.
Bank of Hope is an equal employment opportunity employer and does not discriminate on the basis of race, color, gender, religion, age, sexual orientation, genetic information, national or ethnic origin, disability, marital status, veteran status or any other basis protected by federal, state, or local law.
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