Preferred Banker - Newport Beach

1st Century Bank, a division of MidFirst Bank, is a full service bank with a vision of unparalleled client service in Southern California. The Bank's core principles are flexibility, responsiveness, and the ability to create tailored solutions, coupled with its commitment to provide exceptional client service. Our bankers work in a team effort to develop a deep understanding of their clients, and work with and on their behalf to develop solutions tailored to meet their needs. Nothing is overlooked. Everything is considered.

As a Preferred Banker, you will be responsible for providing quality customer service, cross-servicing banking products and maintaining banking operations. You will build professional relationships with our clients to establish repeat and referral business. Responsibilities include, but are not limited to:

• Processing customer transactions efficiently and accurately in a fast- paced environment; maintaining and balancing a cash drawer; and adhering to policies and procedures.
• Advise clients on a full range of banking services using in-depth knowledge to articulate how our products and services can support their needs.
•  Regularly communicate with clients to conduct needs analysis to identify potential areas for improvement or new opportunities to better align their banking services to their evolving financial needs.
• Conduct thorough research & market analysis to identify high net worth individuals & families as potential clients.  Utilize various channels, such as networking events, referrals, & online platforms to expand outreach.  Establish centers of influence for referrals in our target markets.

• Provide a high level of customer service to current and potential clients to exceed client expectations.

• Provide support by processing client transactions according to Bank policies; preparing daily work, bank deposits, ATM and Night Depository, and filing bank records.

• Be involved with local organizations and participate in local community events to introduce and expand 1st Century's relationships and reputation.

• Minimize organizational risk by adhering to all applicable federal and state laws and ensuring compliance with internal control procedures, department policies, and regulatory banking requirements.

• Assist in ensuring compliance with bank's policies and procedures and provide proper training as necessary.
• Assist with overall facilities management function to include purchasing supplies keeping a professional image of break rooms and conference rooms.
  
• Assist other office locations as needed.

*This list includes the current primary responsibilities of this position. It is not intended to be all-inclusive and is subject to change, as needed, for the purpose of operational efficiency.

Candidates for this position must possess a minimum of 3 years’ experience in Retail, Commercial, or Private Banking and a work history that reflects a solid record of accomplishment of building and administering relationships in this environment. Candidates must demonstrate a strong work ethic and character, excellent interpersonal skills, as well as a strong network of professionals, successful entrepreneurs and corporate executives.

Physical Requirements:
This position requires long periods of standing or sitting as well as typing and repetitive motion. Candidates must possess the ability to lift and carry cash drawers, coin bags, and boxes sometimes weighing as much as 25 pounds. 

Salary Range: $23.00 - 30.00 per hour. Exact compensation may vary based on skills, experience, and location.

Salary : $23 - $30