Asset Manager - job 1 of 2

As an Asset Manager at Banner Bank in Escondido, CA, your primary responsibility is to provide assistance and backup as a teller or banker at various branch locations. This includes processing customer transactions accurately, offering banking product recommendations, and ensuring an exceptional customer experience. You'll be the face of the bank, making your role critical in establishing strong client relationships.

To qualify for the Asset Manager role at Banner Bank, candidates must have a minimum of one year of teller experience, demonstrated success in sales, and a proven ability to meet established objectives. Other important qualifications include strong communication skills, the ability to establish positive relationships, and proficiency in prioritizing tasks and problem-solving.

The hourly pay for an Asset Manager at Banner Bank in Escondido, CA ranges from $18.00 to $19.00, based on experience. Additionally, there is the potential for an extra premium of $1.50 added to the base salary, making this position not only rewarding in experience but also financially competitive.

Banner Bank provides a comprehensive benefits package for Asset Managers. This includes medical, dental, and vision coverage, as well as long-term and short-term disability options. Employees also receive paid time off, sick leave, and vacation days, along with a 401k retirement savings plan that matches contributions up to 4%. Furthermore, there’s a tuition reimbursement program, allowing employees to access up to $5,250 annually for educational expenses.

The application process for becoming an Asset Manager at Banner Bank includes submitting an application, answering questions about your work style, and scheduling a phone interview with the hiring manager. If selected, you'll then participate in a one-on-one interview with the team manager and other crucial team members, leading to a job offer that aligns with both your career goals and the bank's needs.

When faced with customer complaints as an Asset Manager, it's crucial to listen actively and empathize with the customer's situation. Acknowledge their concerns and take immediate steps to resolve the issue. Follow up to ensure satisfaction, showcasing your commitment to excellent customer service.

In my previous role, I consistently exceeded sales targets by understanding customer needs and tailoring product recommendations effectively. I leveraged cross-selling techniques and maintained follow-up communication, resulting in a 20% increase in new account sign-ups within six months.

I prioritize tasks by assessing urgency and impact. I create a daily to-do list to manage deadlines and utilize tools like calendars to schedule high-priority tasks first. This approach helps me balance customer service demands with administrative responsibilities efficiently.

My communication style is open and friendly, focusing on clarity and understanding. I adapt my approach depending on the customer's knowledge level while actively listening to ensure I address their needs effectively. Building rapport is fundamental in fostering trust and satisfaction.

I'm knowledgeable about a range of banking products, including checking and savings accounts, personal loans, and credit options. By providing tailored recommendations based on the customer's financial needs, I can help them make informed decisions and maximize their banking experience.

In a previous position, I handled a discrepancy in customer accounts. By systematically reviewing transactions and consulting the team, I identified the root cause and communicated directly with both customers and staff, leading to a satisfactory resolution and improving our reconciliation process.

I build relationships by being proactive and genuinely interested in my clients' goals and needs. Regular check-ins, personalized service, and following through on promises are strategies that help me maintain strong, trust-based relationships.

Banner Bank's commitment to customer service excellence, coupled with its comprehensive range of financial products tailored to individual needs, sets it apart. The supportive team culture fosters collaboration and a commitment to community, enhancing the overall client experience.

I stay updated on industry trends by subscribing to financial news publications, attending webinars, and participating in professional development opportunities. Networking with peers also provides insights into best practices and regulatory changes that impact our operations.

I find motivation in helping customers achieve their financial goals and providing exceptional service. The ability to make a tangible impact on their experiences and build lasting relationships drives my passion for my role as an Asset Manager.