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SalaryUnderstanding that exceptional people... create exceptional circumstances!
Who we are: We are a bank that knows our clients by name, understands their banking needs and works as a team to provide the highest level of service possible. We provide modern banking tools strengthened by a renowned tradition of service. We offer our clients choice and flexibility in managing their finances, while preserving the personal touch and accessibility they expect.
What to expect: Driven by shared values of team spirit, commitment, responsibility, and innovation, all our teams are focused on delivering a truly personal service. All team members, regardless of their role, help create better deeper, more personal relationships with our clients, while offering them a greater level of service and opportunity. As a subject matter expert, you will have access to all decision makers. Everyone in the bank is focused on creating the best possible client experience imaginable.
- The Client Services Administrative Assistantis responsible forproviding professional administrative support to the Branch Manager to expand the bank’s client network, grow business, deepen existing client relationships, and generate new client referrals. Assures compliance with all Bank policies and procedures, as well as all applicable state and federal banking regulations.
DUTIES AND RESPONSIBILITIES:
- Coordinates meetings and calendar; community banking meetings, with setting up conference room, meals/menu preparation and event management for branch related events/functions.
- Center of influence in the community to initiate referrals and interdictions to the Branch Manager.
- Serve as a point of contact for neighboring businesses, institutions, and communities.
- Attend relevant events and activities to represent the Bank and build strong relationships with key community members.
- Monitor/screen and respond to incoming communication; distribute if necessary.
- Identifies opportunities to cross-sell bank products and services and generate referrals.
- Provide the highest level of customer service possible to all Bank’s employees, participant lenders, and to borrowers.
- Performs other related duties as assigned by management.
SUPERVISORY RESPONSIBILITIES:
- This job has no supervisory responsibilities.
QUALIFICATIONS:
- High school diploma or associate degree (AA) or equivalent combination of education and experience preferred.
- Well connected to professionals in the Temecula region to initiate client referrals and introductions.
- Computer skills including Microsoft Teams 365, Excel, Outlook, and Word.
- We offer a highly desirable work environment with committed banking professionals who value teamwork and collaboration.
INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT
Excel Bank is an equal opportunity employer committed to diversity and inclusion. All qualified applicants for employment at Excel Bank will receive consideration for employment without regard to race, religion, color, sex, gender identity or expression, sexual orientation, national origin, ancestry, citizenship status, uniform service member and veteran status, marital status, age, protected medical condition, disability, or any other protected status in accordance with all applicable federal, state, and local laws.© 2024 Excel BankMember FDIC
