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Phone banker Jobs in Richmond, CA

Last updated: 16 hours ago
  • Promoted
Small Business Banker - Oakland, CA

Small Business Banker - Oakland, CA

Bank of AmericaOakland, CA, United States
$67,000.00–$84,500.00 yearly
Full-time
Small Business Banker - Oakland, CA.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run ...Show moreLast updated: 9 days ago
  • Promoted
Personal Banker (Member Solutions Specialist)

Personal Banker (Member Solutions Specialist)

Patelco Credit UnionOakland, CA, United States
$27.00 hourly
Full-time
Patelco Credit Union is a not-for-profit credit union with a purpose to build financial health and wellbeing for our members. Since 1936, Patelco has grown from $500 in assets to over $9 billion in ...Show moreLast updated: 6 days ago
  • Promoted
Head Universal Banker - San Pablo Branch

Head Universal Banker - San Pablo Branch

Citigroup IncSan Pablo, CA, United States
Full-time
Exhibits strong sales and service skills, presenting products and services while proactively educating clients on utilizing available access channels (ex : ATM, Online, Mobile, etc.Act as a subject ...Show moreLast updated: 9 days ago
CA-WA Private Mortgage Banker

CA-WA Private Mortgage Banker

WELLS FARGO BANKBERKELEY, California, United States of America
Full-time
Wells Fargo is seeking an CA-WA Private Mortgage Banker (SAFE) in Consumer Lending as part of Home Lending.Learn more about our career areas and lines of business at wellsfargojobs.Participate in s...Show moreLast updated: 30+ days ago
Business Banker 3 - Baltimore, MD

Business Banker 3 - Baltimore, MD

F.N.B. CorporationLombard Street Admin, US
Full-time
This position is primarily responsible for developing new business relationships and servicing current business relationships, maintaining a prospective customer call program, networking referral s...Show moreLast updated: 30+ days ago
  • Promoted
Remote Phone Sales Representative

Remote Phone Sales Representative

VirtualVocationsOakland, California, United States
Remote
Full-time
A company is looking for a Phone Sales Representative to work remotely and drive sales growth.Key ResponsibilitiesConnect with 150 - 200 cold prospects daily via phoneReceive inbound calls and cond...Show moreLast updated: 8 days ago
  • Promoted
Associate Banker

Associate Banker

BMO Financial GroupBerkeley, CA, United States
$41,715.00–$57,000.00 yearly
Part-time
Delivers exceptional service to BMO customers and prospects.Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers.Work...Show moreLast updated: 16 days ago
Banker Associate-Middle Market Banking-Associate

Banker Associate-Middle Market Banking-Associate

JPMorgan Chase & Co.Oakland, CA, United States
Full-time
You are customer focused, enjoy building relationships and providing financial advice to your clients.A role as an Associate Banker is for you. As an Associate Banker in Middle Market, you will work...Show moreLast updated: 30+ days ago
  • Promoted
  • New!
CITI WEALTH AT WORK / LAW FIRM GROUP - BANKER - VP

CITI WEALTH AT WORK / LAW FIRM GROUP - BANKER - VP

Citigroup, Inc.CA, United States
$119,600.00–$182,000.00 yearly
Full-time
The Banker SAFE Act is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the busine...Show moreLast updated: 16 hours ago
Commercial Banker, Middle Market Banking - Vice President

Commercial Banker, Middle Market Banking - Vice President

JPMorgan Chase Bank, N.A.Oakland, US
$128,250.00–$225,000.00 yearly
Full-time
You are customer focused, enjoy building relationships and providing financial advice to your clients.A role as a Commercial Banker is for you. As a Commercial Banker within the Middle Market Bankin...Show moreLast updated: 1 day ago
  • Promoted
Associate Banker

Associate Banker

East West BankOakland, CA, United States
$21.50 hourly
Full-time
Since 1973, East West Bank has served as a pathway to success.With over 120 locations across the U.Asia, we are the premier financial bridge between the East and West. Our teams of experienced, mult...Show moreLast updated: 16 days ago
Virtual Phone Sales

Virtual Phone Sales

The WRS Group - Symmetry FinancialOakland, CA, US
Full-time
Quick Apply
Are you looking for a work from home job with great possibilities and opportunities to move up? Well look no further! As an agent with Symmetry Financial you get flexibility with setting your own s...Show moreLast updated: 30+ days ago
Entry Level Real Estate Agent - Coldwell Banker

Entry Level Real Estate Agent - Coldwell Banker

Coldwell BankerRichmond, CA, US
$100,000.00 yearly
Quick Apply
Searching for Real Estate Agents in Los Angeles, California – New or Experienced! We are looking to bring on enthusiastic, motivated individuals to join the Coldwell Banker family in Los Ange...Show moreLast updated: 30+ days ago
Phone Agent

Phone Agent

TEKsystemsLos Angeles,CA,90001,USA
Receptionist is responsible for assisting withinbound calls to the specialty office, the employee will be responsible forscheduling, cancellations, checking in patients, and assisting otherdepartme...Show moreLast updated: 30+ days ago
  • Promoted
Retail Banker

Retail Banker

Bank of MarinSausalito, CA, United States
Full-time
If you are looking to provide top retail banking performance and service excellence in an upbeat positive setting, we are looking for you!. Bank of Marin, voted by our employees as one of the "Best ...Show moreLast updated: 3 days ago
Workforce Planning Analyst

Workforce Planning Analyst

Kids Help PhoneCA
$52,500.00 yearly
Full-time
Service Operations Support & Optimization.Manager, Workforce Optimization.Are you enthusiastic about optimizing team performance and making a difference in the lives of others? As a.Kids Help Phone...Show moreLast updated: 30+ days ago
Small Business Banker - Oakland, CA

Small Business Banker - Oakland, CA

Bank of AmericaOakland, CA, United States
9 days ago
Salary
$67,000.00–$84,500.00 yearly
Job type
  • Full-time
Job description

Small Business Banker - Oakland, CA

Oakland, California

  • Job Description :

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. Were devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

  • Job Description :
  • This job is responsible for providing comprehensive financial solutions to small businesses with annual revenues up to $5 million while actively managing and deepening relationships with high value and opportunity clients. Key responsibilities include supporting growth of the profitability of the small business customer base, identifying, developing, and driving results, and acquiring new client opportunities through prospecting, networking, and developing external referral sources. Job expectations include opening core small business accounts while adhering to procedural guidelines.

  • Responsibilities :
  • Manages the end-to-end client journey to deliver on client needs and drive sales opportunities while mitigating risk
  • Identifies and refers specialized small business opportunities and solutions to clients while conducting small business relationship reviews
  • Delivers a branded customer experience within aligned sales portfolios by being in the field a minimum of 80% of the time
  • Fosters relationships with key partners such as Merchant, Practice Solutions, Treasury, and Business Banking to increase small business opportunities
  • Leverages knowledge of credit to advise small business owners on solutions, services, and digital capabilities that help them meet their short and long-term business goals
  • Supports execution of the sales delivery model to achieve targeted performance and growth of the bank's Small Business segment
  • Coaches, develops, guides, and delivers feedback to associates and clients while embodying a client and employee-centric culture
  • Required Qualifications :
  • The Small Business Banker role is an outside sales role and will require the incumbent to be in the field at least 80% of the time
  • Has proven success in consultative sales in financial services or in business-to-business sales
  • Ability to demonstrate examples of improving specific businesses financial outcomes by interpreting financial statements and recommending specific levers
  • Is passionate about outside sales and enjoys spending time prospecting
  • Wants to enhance existing relationships and exceed sales goals
  • Can analyze financial conditions of clients and industry trends
  • Can understand and interpret financial statements and cash flow analysis
  • Has excellent communication skills and demonstrated leadership ability
  • Enjoys partnering and negotiating with a team of bank employees to solve client issues
  • Demonstrated management of a client portfolio with focus on relationship development and deepening
  • Thorough knowledge of small business financial products and services
  • Familiarity with CRM platforms and other banking systems
  • Desired Qualifications :
  • Community leadership
  • Strong computer skills with an ability to multitask in a demanding environment
  • Undergraduate degree in business, finance or economics preferred or seven years relevant work experience
  • Skills :
  • Client Experience Branding
  • Client Management
  • Client Solutions Advisory
  • Customer and Client Focus
  • Pipeline Management
  • Credit Documentation Requirements
  • Financial Analysis
  • Oral Communications
  • Prioritization
  • Written Communications
  • Coaching
  • Interpret Relevant Laws, Rules, and Regulations
  • Prospecting
  • Risk Management
  • The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position : FDIC; Safe Act / Loan Originators_

  • Shift :
  • 1st shift (United States of America)

  • Hours Per Week :
  • Pay Transparency details
  • US - CA - Oakland - 1111 BROADWAY (CA4806)

    Pay and benefits information

    Pay range

    67,000.00 - $84,500.00 annualized salary, offers to be determined based on experience, education and skill set.

    Formulaic incentive eligible

    This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and / or annual incentive opportunities. Incentives are earned based on the employees performance against defined metrics.

    Benefits

    This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

    Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

    To view the "EEO is the Law" poster, CLICK HERE (https : / / www.dol.gov / ofccp / regs / compliance / posters / pdf / eeopost.pdf) .

    To view the "EEO is the Law" Supplement, CLICK HERE (https : / / www.dol.gov / ofccp / regs / compliance / posters / pdf / OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf) .

    View the LA County Fair Chance Ordinance (https : / / dcba.lacounty.gov / wp-content / uploads / 2024 / 08 / FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .

    Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (Policy) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

    To view Bank of Americas Drug-free Workplace and Alcohol Policy, CLICK HERE .

    This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.