Personal Banker Ii- San Francisco Area

563

Palo Alto, California, United States
Base: $44,300.00 - $73,000.00 usd annual; bonus/eq...
Consultative sales approach
Customer relationship management
Credit data analysis
The Personal Banker II position provides an exceptional customer experience by building long-lasting relationships with existing and prospective customers

Job Summary

  • The Personal Banker II position provides an exceptional customer experience by building long-lasting relationships with existing and prospective customers.
  • Employees are responsible for analyzing customer credit data to ensure they are placed in appropriate solutions that align with their financial 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 Personal Banker II position provides an exceptional customer experience by building long-lasting relationships with existing and prospective customers.

Salary

Base: $44,300.00 - $73,000.00 USD Annual; Bonus/Equity: Eligible for incentive compensation based on performance; Benefits: Comprehensive benefits including physical, financial, emotional and social well-being support

Skills & Requirements

Must-have

  • Consultative sales approach
  • Customer relationship management
  • Credit data analysis
  • Risk management compliance
  • S.A.F.E. Act registration

Nice-to-have

  • Financial industry experience
  • Deepening customer relationships
  • New household acquisition comfort
  • Strong business acumen
  • Ethical behavior modeling

Key Requirements

  • High School Diploma/GED or college degree
  • 1 year customer service experience
  • Sales environment experience required
  • S.A.F.E. Act registration via NMLS

Work Rights

Not specified

Tailored Resume

Cover Letter