• Senior Preferred Banker

    Job Locations
    US-CA-Newport Beach
  • Overview

    The Senior Preferred Banker is to be responsible for assisting Relationship Managers in developing and maintaining clients by selling a full range of FRB products and services as well as developing a personal portfolio of business.

    This position is expected to maintain a professional relationship to encourage additional business from existing clients in addition to obtaining referral business. This position provides ongoing excellent customer service using ingenuity to solve problems or enhance the banking relationship. Thorough knowledge of banking operations is required.


    Duties and Responsibilities:

    • Assisting RM’s with business development
    • Opening new accounts
    •  Responsible for acquiring all required documents
    •  Provide on-going excellent customer service
    •  Maintain existing client relationship
    •  Thorough knowledge of existing bank products and keeping up to date with new products and services
    •  Work with other team members (RM’s, loan processors, client liaison) to provide a more efficient sales and workflow environment
    •  Perform duties & responsibilities specific to department functions & activities. Performs other duties & responsibilities as required or assigned by supervisor.
    •  Responsibilities include the following: 1) adhering to and complying with the applicable, federal and state laws, regulations and guidance, including those related to Anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.) 2) adhering to Bank policies and procedures, 3) completing required training, 4) identifying and reporting suspicious activity to the AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank.


    Skills, Knowledge and Abilities:

    • College degree
    • Minimum 3 years of experience in private banking

    Physical Requirements:

    • Vision must be sufficient to read data reports, manuals and computer screens.
    • Hearing must be sufficient to understand a conversation at a normal volume, including telephone calls and in person.
    • Speech must be coherent to clearly convey or exchange information, including the giving and receiving of assignments and/or directions.
    • Position involves sitting most of the time, but may involve walking or standing for brief periods of time.
    • Must be able to travel in a limited capacity.


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