CIT Group Inc.

Relationship Associate-Branch Delivery-BD08N3

US-CA-Santa Monica
Job ID
29987
# Positions
1
Job Family
Branch Delivery
Type
Full-Time

Overview

Founded in 1908, CIT (NYSE: CIT) is a financial holding company with more than $65 billion in assets. Its principal bank subsidiary, CIT Bank, N.A., (Member FDIC, Equal Housing Lender) has more than $30 billion of deposits and more than $40 billion of assets. It provides financing, leasing and advisory services principally to middle market companies across a wide variety of industries primarily in North America, and equipment financing and leasing solutions to the transportation sector. It also offers products and services to consumers through its Internet bank franchise and a network of retail branches in Southern California, operating as OneWest Bank, a division of CIT Bank, N.A.

Responsibilities

The primary function of the Relationship Associate is to build strong relationships with OneWest customers by providing guidance and navigating customers toward solutions that meet their needs in an environment that is large enough to fulfill our customer needs but small enough to maintain OneWest's culture of exceptional service.

 

The essential functions of the job include, but are not necessarily limited to, the following:

  • Builds customer relationships that embody OneWest's "One Customer at a Time" standard by
    providing value added guidance
  • Dedicates time to engage customers in meaningful conversation to understand customer needs
  • Utilizes contact management system by notating what was learned both financially and personally which will continue to build on customer relationships through follow up
  • Leverages OneWest Bank’s resources to support customer relationships
  • Navigates customers by recommending financial solutions with OneWest Bank products and services
  • Expands knowledge of OneWest Bank standards and culture in order to make appropriate
    suggestions for fulfilling customers' needs
  • Guides customers through more complex financial needs such as buying a home, funding retirement,
    and operating a small business
  • Processes basic transactions and guides customers to new technologies for their convenience and
    preferences
  • May be required to manage a cash drawer

Qualifications

Minimum Qualifications:

  • Experience in leveraging resources such as technology channels, lending, business banking, and investments as well as aligning products and services
  • Experience in reviewing and analyzing customer information to identify needs and create solutions
  • Must have high competency in the banking industry, banking channel, and products
  • Must be able to manage and process information through a contact management system

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