At Bank of the West, our people are having a positive impact on the world. Were investing where
we feel we can make the most impact, like advancing diversity and women entrepreneurship
programs, financing for more small businesses, and promoting programs for sustainable energy.
From our locations across the U.S., Bank of the West is taking action to help protect the planet,
improve peoples lives, and strengthen communities. We are part of BNP Paribas, a global leader
supporting the UN Sustainable Development Goals (SDGs). Yes, were a bank, but as the bank for a
changing world, we are continually seeking to improve the ways we help our customers, while
contributing to more sustainable and equitable growth.
What youll do
As part of Bank of the West, youll be making a positive impact on the environment, your
community, and the planet at a leading sustainable bank.
We are looking for a proactive and personable advisor with banking experience to fill the role of
Relationship Banker. Youll be a face of the branch as you enhance customer relationships, refer
customers to appropriate business partners, and sell financial products to prospective clients.
You are the first point-of-contact youll assess customers needs and recommend financial
solutions for personal banking, lending, home financing, small business solutions, and more.
Managing an assigned portfolio, youll also identify opportunities to deepen existing
relationships.
This means youll do everything from establishing new accounts in compliance with regulations and
bank procedures, to promoting financial products through assigned leads, outbound calls,
telemarketing, targeted direct mailings, and in-branch selling. Youll also proactively educate
customers about digital self-service options such as how to enroll in online banking, how to pay
bills online, and how to make remote deposits.
Relationship Banker is a collaborative role that works with internal partners including business
relationship managers, mortgage bankers, and others. Success will be defined by meeting
individual goals that contribute to increased branch sales, revenues, and customer experience.
You may also handle frontline responsibilities as needed.
What you need
Minimum experience to include all or a combination of offering
products and services, assessing and meeting needs of customers and building and maintaining
relationships with customers. Must have degree if experience does not meet 2 or more years of
experience.
University degree or equivalent experience
A personable nature and good customer service skills, both verbal and
written, as well as presentation skills and impeccable telephone etiquette
Strong knowledge of banking products, consumer lending products,
credit products, and other financial services
Demonstrated sales ability and portfolio management experience
The ability to build relationships, be part of a team, and work
collaboratively
Problem solving skills and a can-do attitude
A strong attention to detail
Comfort and proficiency working with technology and software
A willingness to enthusiastically manage constantly changing
priorities
Whats in it for you?
At Bank of the West, you will be part of fundamentally different type of bank that is having a
positive impact on the world. You can be proud to work for an organization that has the strongest
environmental policies of any major U.S. bank (defined as those with more than $90 billion in
assets). Youll also be working for a place with a proven commitment to diversity, starting at
the very top with our CEO and extending through all levels of the organization.
Youll do meaningful work that makes a real difference in the world. We are leveraging the power
of finance to help protect the planet, improve peoples lives, and strengthen communities. As
part of BNP Paribas, youll also be working for a global leader in positive banking, and the
ninth-largest bank in the world.
We provide our team members with the resources they need to be successful at work, and to thrive
outside the office. Whether its our healthcare benefits, a gym subsidy, parental leave, global
opportunities, flexible working, or simply a pack of post-it notes, we make sure you have what
you need.
At Bank of the West and BNP Paribas, we innovate, we develop, we work together, and we care;
those are our guiding values, and we live them every day.
Equal Employment Opportunity Policy
Bank of the West is an Equal Opportunity employer and proud to provide equal employment
opportunity to all job seekers without regard to any status protected by applicable law. Bank of
the West is also an Affirmative Action employer – Minority / Female / Disabled / Veteran.
Bank of the West will consider for employment qualified applicants with criminal histories
pursuant to the San Francisco Fair Chance Ordinance subject to the requirements of all state and
federal laws and regulations.
This employer is a corporate member of
myGwork – LGBTQ+ professionals, the business community for LGBTQ+ professionals,
students, inclusive employers & anyone who believes in workplace equality.
Associated topics: fiduciary, finance, financial planner, financial professional, financial security, investment, merchant service, securities, stock broker, treasury