Relationship Banking Specialist
40101 Monterey Ave Building H , # 210 Rancho Mirage, CA 92270 US
Job Description
Provide exceptional customer experience to all branch clients, assisting them with account servicing and transactional needs. Promote and cross-sell bank products and services, and provide support to other Branch and Department team members as needed to perform other duties and functions as assigned.
Essential Duties and Responsibilities:
- Promote bank products and services when possible, actively identifying opportunities to cross-sell bank products and services.
- Ensure customer problems and complaints are handled professionally, effectively, maintained at a minimum level, and resolved at the branch level to the customer’s satisfaction.
- Able to perform all transactions necessary to meet customer needs, including servicing accounts and all teller functions:
- 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)
- Demonstrated proficiency and understanding of all compliance regulations in support of servicing accounts, superseding accounts, and proper account titling and ownership, to mitigate risk to the bank:
- Bank Secrecy Act
- Customer Information Program
- Beneficial Ownership
- Office of Foreign Asset Control
- Trust Account documentation
- Fiduciary Account documentation
- Timely participation in ongoing training and receipt of satisfactory ratings on all regulatory compliance audits.
- Adherence to the reporting and recordkeeping requirements of the Bank Secrecy Act, Anti-Money Laundering laws, OFAC, and CIP rules and regulations.
- Adherence to all policies and procedures as they relate to all other regulatory compliance laws and regulations.
- Handle complex or non-routine operational issues independently when possible, however recognizing when management support is required.
- Ensure the office is operating in a safe and effective manner.
- Reliable and regular attendance on the job.
- Other duties as assigned.
REQUIRED SKILLS AND ABILITIES: Knowledge/Skills/Abilities
- Computer skills to include use of Microsoft Office products and other programs as required.
- Strong mathematical ability.
- Strong 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 established bank procedures, and accept constructive feedback.
- Working knowledge of all bank products and systems enabling cross selling of bank products to a diverse client base.
- 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.
- Six months’ branch banking experience preferred.
- Minimum six months’ cash handling experience required.
Schedule:
Monday to Friday: 9AM-5PM
Meet Your Recruiter
Alexis Cabero
Branch Manager
As Branch Manager, Alexis Cabero oversees recruiting efforts across all divisions while spearheading the Legal and Healthcare divisions. She leads a team of recruiters and drives talent strategies that support a wide range of business needs. Alexis specializes in identifying top-tier professionals in accounting & finance, legal support, medical devices, administrative operations, customer service, engineering, and human resources.
A graduate of the University of California, Irvine with a B.A. in Arts and Digital Media, Alexis began her recruiting career in 2014 staffing assisted living facilities—matching compassionate healthcare professionals with clients who needed dedicated, non-medical personal care. Her experience has since expanded into high-volume recruiting, professional staffing, and niche talent acquisition, placing candidates in roles such as Staff Accountants, AP/AR Specialists, Payroll professionals, Legal Assistants, Paralegals, and other essential positions.
Alexis is passionate about helping individuals recognize and reach their full potential. She takes a consultative, personalized approach with every candidate, using a thorough discovery process to understand their strengths and align them with meaningful opportunities exclusive to Marquee Staffing.