Personal Banker Ii- Orange County Area

563

Anaheim, California, US
Base: $44,300 - $73,000 usd annual; bonus/equity: ...
Consultative sales approach
Customer relationship management
Credit data analysis
The position focuses on creating a memorable customer experience by cultivating long-lasting relationships through proactive outreach in person or via phone

Job Summary

  • The position focuses on creating a memorable customer experience by cultivating long-lasting relationships through proactive outreach in person or via phone.
  • Employees are responsible for analyzing customer credit data to ensure they are placed in appropriate financial solutions that align with their needs.
  • This role requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS).

Matching Summary

The position focuses on creating a memorable customer experience by cultivating long-lasting relationships through proactive outreach in person or via phone.

Salary

Base: $44,300 - $73,000 USD Annual; Bonus/Equity: Eligible for incentive compensation plan based on performance; Benefits: Comprehensive benefits including physical, financial, emotional and social well-being programs

Skills & Requirements

Must-have

  • Consultative sales approach
  • Customer relationship management
  • Credit data analysis
  • Risk management compliance
  • Proactive customer outreach

Nice-to-have

  • Financial industry experience
  • Deepening customer relationships
  • Business acumen demonstration
  • Ethical behavior modeling
  • Technology adoption support

Key Requirements

  • High School Diploma/GED with 1 year customer service experience OR college degree
  • Experience in a sales environment required
  • S.A.F.E. Act registration via NMLS required at employment
  • Ability to analyze credit and financial information

Work Rights

Not specified

Tailored Resume

Cover Letter