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Personal Banker

Company: Luther Burbank Savings
Location: Santa Rosa
Posted on: May 15, 2022

Job Description:

Are you passionate about helping clients with their financial welfare? Have you been looking for an opportunity to make a difference? At Luther Burbank Savings, our mission is to improve your financial future - whether you are a customer, employee, or shareholder. You're worth more here.
We are a state-chartered, FDIC-insured bank specializing in originating multifamily and residential real estate loans funded by retail savings deposits. We have an established reputation for high integrity, responsive delivery, and competitive pricing.
Since opening our doors in 1983, we have recorded profits consecutively since our second quarter of operations. Consequently, we have grown to a $7 billion institution with branches and loan offices in California, Oregon, and Washington. Here at LBS, we foster an environment that encourages our team members to grow and develop their careers.
We are looking for a Personal Banker who will works closely with customers to determine their banking needs and to provide individualized service by providing tailored banking solutions. Assists customers with account needs and general account maintenance. Conducts financial transactions; handles routine customer inquiries both in person and on the telephone.
What will your day look like? You will:

  • Build personal and business banking relationships with existing and prospective clients by engaging them by phone, in person, and/or virtually.
  • Uncover a client's needs and provide appropriate solutions and product education to help them achieve their financial goals.
  • Tasks include efficiently opening and servicing personal and business accounts.
  • Perform outbound calls to bank prospects and existing clients for business development and deepening relationships.
  • Service requests, ensure a positive client experience.
  • Handle branch operational tasks and process client transactions while adhering to bank policy and regulations.

    What you will need for this position:
    Luther Burbank Savings requires that all new employees be fully vaccinated against COVID-19 as a condition of employment, and proof of vaccination must be provided prior to the start of employment.

    • High school diploma or general education degree (GED);
    • 3 to 5 years of banking or Financial Services Industry experience including sales and customer service experience.
    • Enthusiastic, highly motivated self-starter with a strong work ethic.
    • Excellent verbal and written communication skills
    • Proven customer service, interpersonal, and team collaboration skills.
    • Knowledge of bank policy and regulations.
    • Strong critical thinking and problem-solving skills
    • Ability to learn and adapt to new information and technology platforms.

      What we offer:

      • Competitive Salary
      • Comprehensive benefits package includes medical HMO or PPO, dental, and vision
      • Life/AD&D & Long Term Disability Benefits
      • Flexible spending accounts (FSA) Dependent Care
      • Employee Assistance Program (EAP)
      • Matching 401(k)
      • Vacation and Sick benefits
      • Personal Holiday
      • Paid Bank Observed Holidays

        Luther Burbank Savings is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Keywords: Luther Burbank Savings, Santa Rosa , Personal Banker, Other , Santa Rosa, California

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