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Financial Services Officer, Pruneyard branch
26418
Campbell, CAPosition Summary
The person in this position will work Monday - Friday and rotating Saturdays.
Responsible for fostering growth of relationships within the Bank through sales/service of loan and deposit products (i.e., consumer and business products) to new and existing customers. Understands, communicates and works to achieve the mission of the Bank.
Position Accountabilities
- Packages consumer/mortgage loans and submits for approval. Reviews and completes loan documents with customer.
- Works with business clients to package BusinessLink products.
- Generates new business through in-branch selling, outside calls, telemarketing and targeted direct mailings.
- Expands existing customer relationships by cross-selling products/services.
- Completes documentation necessary to open/maintain new consumer and business deposit accounts.
- Participates in selling Bank products and provides superior customer service. Handles more complex sales transactions.
- Assists in the training of Financial Services Consultants and Financial Services Representatives.
- Participates in events that demonstrate support for the community and increase business opportunities for the Bank.
- Complies with all polices/procedures related to the new account process.
- Performs other duties as assigned.
Job Specifications
Required Education or Equivalent Experience
- High School diploma or equivalent combination of training and experience
Required Experience
- One to three years banking or related experience
Field of Experience
- Knowledge of bank products and services
- Knowledge of consumer and mortgage lending principles
Administrative/Technical Skills
- Sales
- Customer service
- Written and verbal communication
- Detail orientation
- Operate office equipment
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