Personal Banker-santa Monica

563

Santa Monica, California, US
Base: $43,680.00 - $69,900.00 usd annual; bonus/eq...
Consultative sales approach
Teller transaction processing
Risk management compliance
The position focuses on cultivating long-lasting relationships with existing and prospective customers through proactive outreach

Job Summary

  • The position focuses on cultivating long-lasting relationships with existing and prospective customers through proactive outreach.
  • Employees are responsible for analyzing customer credit data to ensure they receive appropriate financial solutions aligned with their needs.
  • The role includes eligibility for an incentive compensation plan based on company, line of business, and individual performance.

Matching Summary

The position focuses on cultivating long-lasting relationships with existing and prospective customers through proactive outreach.

Salary

Base: $43,680.00 - $69,900.00 USD Annual; Bonus/Equity: Eligible for incentive compensation plan; Benefits: Comprehensive benefits including physical, financial, emotional and social well-being support

Skills & Requirements

Must-have

  • Consultative sales approach
  • Teller transaction processing
  • Risk management compliance
  • Customer relationship cultivation

Nice-to-have

  • Proactive outreach efforts
  • Strong business acumen
  • Ethical behavior modeling

Key Requirements

  • High School Diploma/GED or college degree
  • 6 months customer service experience
  • SAFE Act registration via NMLS

Work Rights

Not specified

Tailored Resume

Cover Letter