Relationship Banker

Responsibilities

Marketing Activities :

• Execute the proactive marketing activities for the attraction, retention, and expansion of customers.
• Provide effective customer onboarding and engagement by routinely strengthening new customer relationships, introducing new and existing customers toerica's product and services, addressing customer questions, , how-to use products and services and follows-up on a timely basis.
• Act as a digital ambassador to transition customers to digital solutions.
• Initiate quality financial wellness conversations to add value to customers relationships.
• Support consumer portfolio management efforts to retain, expand and increase the number of portfolio customers in the banking center.
• Assist inmunity awareness events to increase bank outreach and foster new business relationships.
• Effective utilization of converge for customer relationship management.

Operational Risk :

• Ensurepliance with applicable federal, state, and local laws and regulations, anderica's policies and procedures.
• Ensurepliance andpletion of necessarypliance related training.
• Impact the operational and risk activities and related results for the RB role within the Banking Center.
• Adhere to all Banking Center Risk Assessment andpliance Standards.
• Control and mitigate losses by following policies and procedures.

Customer Experience Management :

• Actively engage in Banker Readiness by developing an in-depth knowledge of consumer and small business products and services.
• Lead and oversee banking center activities in the absence of Banking Manager.
• Consistently assess needs and add value to customers and prospects.
• Educate and fulfill customer requests, routine andplex.
• Resolve customerplaints.
• Maintain and add value to deepen existing relationships.
• Impact the customer experience by following defined customer experience guidelines and other customer experience behaviors and feedback as needed.
• Must successfullypleteerica Platform Training Program.
• Provide remarkable customer service through all customer interaction, opening new accounts, problem resolution, telephone answering, safe deposit access, etc.
• Perform routine Teller transactions as needed.
• Maintain customer confidence and protects bank operations by keeping information confidential.

Partnership :

• Consistently impact the efforts that improve Banking Center Collaboration.
• Identify opportunities to add value to customers by introducing them to partners.

Salary Range

For candidates hired in the state of California, the expected salary / On-Target Earnings (OTE) range for the role is currently :

California - $ - $ Hourly

Salary Range(s) is subject to Bank takes several factors into account when determining individual starting pay. These include but are not limited to position, grade level, location / metropolitan area, skillset, and Bank considers the employer's work location to determine the pay range.

Abouterica

We know our employees are critical to our overall success and we are dedicated to investing in their future. One of the ways we do this is to offer aprehensive Total Rewards package designed to recognize and reward individual performance, as well support health, well-being, development and security for our colleagues and their family.

Total Rewards consists of cashpensation, development and flexible benefit programs designed to meet individual needs today and in the future.

Your salary will bemensurate with your work experience and our programs are reviewed regularly to ensure each remainpetitive.

We are proud to offer benefits such as health and welfare programs, strong retirement benefits, and generous paid time off programs.

You and your eligible family members, including domestic partners and their children, can participate in medical, dental, and vision benefits, 401(k) and pension, ie protection benefits such as life insurance, AD D, and supplemental health programs to offset unexpected health care expenses.

We also have a variety of time off programs for things like vacation, sick time, disability, and parental leave. Eligibility for some programs varies based on employment status and tenure.

Upon offer,erica conducts aprehensive background and fingerprint check.

NMLS certification requirement : where applicable, a favorable background check screening, credit check, fingerprint check, and NMLS certification is required in accordance with the SAFE Act.

erica Incorporated (NYSE : CMA) is a financial servicespany headquartered in Dallas, Texas, and strategically aligned by the Business Bank, the Retail Bank, and Wealth 's more than 9,000 colleagues focus on relationships, and helping people and businesses be successful.

In addition to Texas,erica Bank locations can be found in Arizona, California, Florida and Michigan, with select businesses operating in several other states, as well as in Canada and Mexico.

erica is proud to be an Equal Opportunity Employer - veterans / individuals with disabilities,mitted to workplace diversity. Job ID 246267