Personal Banker II
OneWest Bank - Long Beach, CA

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OneWest Bank was founded as a regional bank, dedicated to customer service and a commitment to the community. We’re Southern California’s hometown bank, with a strong capital foundation, conservative management and a consistent focus on providing personalized relationship-based banking to all our clients.

OneWest has 74 retail branches conveniently located throughout Southern California to serve consumers and businesses, small and large. With total assets of over $25 billion and $14 billion in deposits, OneWest has the size and strength to offer a wide array of banking products and services including personal and business banking solutions, jumbo mortgages, investment advisory products, small business and commercial banking loans. IndyMac Mortgage Services, a division of OneWest Bank, services mortgage loans on behalf of third parties and offers loan modifications pursuant to Home Affordable Modification Program (“HAMP”) guidelines.

We offer exciting and challenging employment opportunities for professionals in a fast-paced, results-focused environment. In addition to Southern California locations, OneWest has operation centers in Austin, TX and Kalamazoo, MI.

EOE/M/F/D/V

Responsibilities:

This position is a mid-level platform sales position. The Personal Banker I opens and/or sells new consumer and business deposit accounts (checking savings money market IRAs CDs) orders checks and ATM Debit cards and cross sells overdraft protection on-line banking/bill pay and all other Bank products and services. This position typically has a higher level of approval limit/authority and the Personal Banker II is more likely to be involved in working with more affluent and/or business clients in order to meet their more complex banking needs. The Personal Banker II will have higher performance expectations and will have more emphasis on the more complex bank products and services in comparison to the expectations set for the Personal Banker I position. Occasionally a Personal Banker II may be required to act as a senior person in the absence of Branch and Assistant Branch Manager. Responsibilities: • Completes new signature card opens on the OneWest Bank system in accordance with all established policies and procedures. • Provides detailed product information to clients and prospective clients. • Responds to client inquiries and solves any client problems. • Engages clients and prospective clients in needs/preference assessment discussions in order to successfully satisfy customer expectations. • Seeks to match product and service recommendations to meet each individual client’s unique needs. • Refers potential clients to other departments of the bank including but not limited to Mortgage Lending Commercial Banking SBA and Private Banking. • Discusses and provides information and account application forms for HELOCs. • May also work with clients/prospects from mortgage banking commercial banking and private banking. • Prospects and develop own client base. • Conducts all business operations and customer transactions according to the OneWest Bank’s One Client At A Time service standards. • May execute Teller responsibilities as needed.

OneWest Bank - 13 months ago - save job - block
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