Cupertino, CA, 95015, USA
4 days ago
Relationship Banker
Relationship Banker What we can offer you: * Career Growth -- promotional opportunities * Incentive program based on performance * Paid Time Off (PTO), Paid Holidays for Full Time/Part Time Employees * Health, Dental, Vision, 401k match and Life Insurance * Employee Assistance Program * Tuition Assistance Program (Full Time) * Financial Coaching and Benefit Guidance * Floating Cultural Holiday * Family Focused Benefits (Paid Parental Leave, Adoption Assistance, Infertility Services) * Retirement Plan * Employee Stock Purchase Plan The Relationship Banker is responsible for contributing to the overall success of a Retail Banking Center(s) by committing to banker-readiness to be viewed as a trusted resource for our customers. The responsibilities will include conducting marketing activities to uncover customer needs, provide solutions leading to revenue growth in loans, deposits, and noninterest income, delivering a customer centric experience, maintaining disciplined operational objectives; all while striving for excellence in execution of the mentioned areas. This position will support Banking Centers within the District. May require working occasional Saturdays. Position Responsibilities: Marketing Activities: * Execute the proactive marketing activities for the attraction, retention, and expansion of customers. * Complete assigned daily planning activities. * Provide effective customer onboarding and engagement by routinely strengthening new customer relationships, introducing new and existing customers to Comerica's product and services, addressing customer questions, e.g., 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 in community awareness events to increase bank outreach and foster new business relationships. * Effective utilization of converge for customer relationship management. Operational Risk: * Ensure compliance with applicable federal, state, and local laws and regulations, and Comerica's policies and procedures. * Ensure compliance and completion of necessary compliance 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 and Compliance 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 and complex. * Resolve customer complaints. * 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 successfully complete Comerica 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. Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled
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