Relationship Banking Specialist

Relationship Banking Specialist I – California Bank of Commerce

Job Summary: Provide an AMAZING customer experience to all branch clients, assisting them with new account requests, account servicing, and transactional needs. Promote and cross‑sell bank products and services, provide support to other branch and department team members, and perform other duties as assigned.

Responsibilities:

• Provide customer experience to all branch clients.
• Maintain comprehensive knowledge of the bank’s products and services and ensure branch staff are similarly trained and focused on appropriate cross‑selling and referrals.
• Handle customer problems and complaints professionally, effectively, and resolve them at the branch level to satisfaction.
• Participate in daily supervision activities of the branch as assigned, including:
  • Approve higher dollar amount client transactions.
  • Complete daily report checklist for operational activities.
  • Review and callback branch activities including new accounts opened and branch certifications.
• Perform all transactions necessary to meet customer needs, including:
  • Client transaction processing.
  • Debit card ordering and servicing.
  • Online banking setup and servicing (as applicable).
  • Printed check orders.
  • Branch cash ordering and shipping (as applicable).
  • Branch certifications (as assigned).
  • Stop payments.
  • Holds.
  • Reg. E claims.
  • Safe Deposit Box opening, closing and servicing (as assigned).
• Demonstrate proficiency and understanding of all compliance regulations in support of opening new accounts and mitigating risk to the bank:
  • Bank Secrecy Act.
  • Customer Information Program.
  • Beneficial Ownership.
  • Office of Foreign Asset Control.
  • Trust Account documentation.
  • Fiduciary Account documentation.
• Participate in ongoing training and receive satisfactory ratings on all regulatory compliance audits.
• Adhere to reporting and record‑keeping requirements of BSA, AML, OFAC, CIP rules, and other regulatory compliance laws and regulations.
• Handle complex or non‑routine operational issues independently when possible, recognizing when management support is required.
• Ensure the office is operating in a safe and effective manner.
• Maintain reliable and regular attendance.
• Other duties as assigned.

Requirements –

Skills and Abilities:

• Computer skills, including Microsoft Office and related programs.
• Strong mathematical and analytical skills.
• Excellent oral and written communication skills.
• Outstanding interpersonal skills.
• Effective time management and organizational skills.
• Attention to detail and follow-through.
• Ability to interact with coworkers, follow directions and bank procedures, and accept constructive feedback.
• Working knowledge of all bank products and systems to enable cross‑selling.
• Thorough understanding of banking rules and regulations, especially BSA.
• Ability to count cash accurately.

Education / Licenses /

Work Experience:

• High school diploma or GED equivalent required.
• One to three years branch banking experience preferred.

Work Environment: Standard office environment with a moderate noise level.

Physical Demands:

• Prolonged periods sitting at a desk and working on a computer.
• Remain in a stationary position for sustained periods.
• Occasionally move around office to access filing cabinets and other machinery.
• Occasionally required to lift objects up to 25 pounds.
• Consistent use of computer and other office machinery (keyboard, calculator, copier, scanner, printer).
• Make substantial repetitive movements of wrists, hands, and fingers.
• Close visual acuity required for preparing and analyzing data, transcribing, and reading.
• Regularly required to communicate verbally with employees, clients, and vendors.

Equal Opportunity

Employer:

Minorities/Women/Protected Veterans/Disabled

Pay Range: $24.75 to $28.00 per hour.