CIT Group Inc.

Banker - Westlake Village

Location US-CA-Westlake
Job ID
31948
# Positions
1
Job Family
Branch Delivery - Banking Services
Type
Full-Time

Overview

CIT is a leading national bank focused on empowering businesses and personal savers with the financial agility to navigate their goals. CIT Group Inc. (NYSE: CIT) is a financial holding company with over a century of experience and operates a principal bank subsidiary, CIT Bank, N.A. (Member FDIC, Equal Housing Lender). The company's commercial banking segment includes commercial financing, community association banking, middle market banking, equipment and vendor financing, factoring, railcar financing, treasury and payments services, and capital markets and asset management. CIT's consumer banking segment includes a national direct bank and regional branch network. Discover more at cit.com/about.

Responsibilities

Bankers at OneWest Bank (OWB) build strong relationships with customers by providing guidance and navigating them toward solutions that meet their financial needs. Our Banker builds customer relationships that embody OneWest Bank's culture of delivering exceptional service by focusing on “One Customer at a Time.”


Key Responsibilities:

  • Dedicates time to engage customers in meaningful conversation to understand customer’s financial needs and recommend financial solutions tied to OneWest Bank’s products and services
  • Utilizes contact management system by notating what was learned both financially and personally and continues to build on customer relationships through follow-up
  • Leverages OWB's resources to support customer relationships
  • Expands knowledge of OWB’s standards and culture in order to make appropriate suggestions for fulfilling customer’s 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
  • Provides an outstanding customer service experience by leveraging OneWest Bank’s EmpowerU performance culture in each interaction

Qualifications

  • 2+ years of banking experience, including processing account transactions and new accounts
  • 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 be able to manage and process information through a contact management system
  • High school diploma or equivalent required

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