67 Jobs in Beverly, CA
Valley Bank is Hiring a Retail specialist Near Beverly, CA
The Retail Business Specialist will be responsible for developing and managing client accounts for the Retail Banking Division, while ensuring that these client accounts meet established requirements and maximum profitability to the financial institution at minimum risk.
Responsibilities include but are not limited to :
- Represents the bank in conducting active prospect and customer business development activities, (minimum 25% of time) designed to generate new loan, deposit, and related business for the line of business, while meeting the Bank's existing and business customers' needs.
- Manages relationships with business banking clients through service and support, such as overseeing maintenance of client accounts and ensuring client's needs are met through onsite visits and outbound calls.
- Refers lending opportunities, treasury management, insurance, residential mortgage, and deposit relationships to bank partners.
- Maintains knowledge of the bank policies and guidelines for their business line.
- Assists in community events (i.e., Habitat for Humanity) etc. Participates in and supports CRA initiatives, activities, and programs.
- Provides training and mentorship to branches within division around business banking products services and initiatives.
Serves as business banking champion throughout division.
Perform all transactions required by a customer and use appropriate technology to provide services most effectively and efficiently.
Maintain and balance a cash box. Ability to utilize technology such as Teller Scanning Equipment, Cash Recycling and Cash Dispensing machines and support customers in the use of Coin Machines.
Other Responsibilities :
Comply with all regulations pertaining to BSA, USA PATRIOT ACT, and OFAC. Complete annual BSA training. Report suspicions of criminal activity, or any attempt to avoid BSA reporting requirements on the part of customers or employees, to the AML / BSA Compliance Department.
For supervisory positions, ensure BSA training requirements are completed by staff.
- Handle other job duties as deemed necessary by supervisor.
Last updated : 2024-04-23
Job Summary
Full Time
Commercial Real Estate Brokerage & Management
$31k-41k (estimate)
04/24/2024
07/19/2024
ROANOKE, VA
100 - 200
2018
YVETTE KAHN-EWERS
<$5M
Commercial Real Estate Brokerage & Management
Related Companies
The job skills required for Retail specialist include Initiative, etc. Having related job skills and expertise will give you an advantage when applying to be a Retail specialist. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Retail specialist. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Retail specialist positions, which can be used as a reference in future career path planning. As a Retail specialist, it can be promoted into senior positions as a Retail Third Keyholder that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Retail specialist. You can explore the career advancement for a Retail specialist below and select your interested title to get hiring information.
If you are interested in becoming a Retail Specialist, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Retail Specialist for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Retail Specialist job description and responsibilities
The retail specialist takes note of any discrepancies or missing stock.
03/29/2022: Cincinnati, OH
Retail specialists process returns and exchanges according to store policy.
01/28/2022: Lafayette, LA
Ensure cleanliness and maintenance of product area as per retailer specifications.
04/01/2022: Albany, NY
Determine and secure secondary retail display opportunities and review retail operations.
03/03/2022: Oakland, CA
Work closely with retail team to ensure smooth operation of order fulfilment and logistic arrangements.
03/16/2022: Moline, IL
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Retail Specialist jobs
Become comfortable with delegation.
02/21/2022: Greensboro, NC
Create a problem-solving atmosphere.
01/25/2022: Indianapolis, IN
Show confidence when resolving conflict.
04/15/2022: Concord, NH
Retail workers must be persuasive and persistent with customers and convince them that certain products are worth purchasing.
02/04/2022: Amarillo, TX
Retail associates must be able to work with multiple customers at once while taking care of go-backs and keeping the store neat.
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Step 3: View the best colleges and universities for Retail Specialist.
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