Personal Banker Safe Act, Civic Center Branch

Workforcity

San Jose, California, United States
Base: $61,280.00 - $85,520.00; bonus/equity: discr...
Sales and service activities
Customer relationship building
Cross-sell treasury products
The Personal Banker SAFE Act is an entry-level position responsible for assisting in sales, products, or service activities to foster customer loyalty and increase sales to individual consumer clients

Job Summary

  • The Personal Banker SAFE Act is an entry-level position responsible for assisting in sales, products, or service activities to foster customer loyalty and increase sales to individual consumer clients.
  • Responsibilities include working with business credit requests, building referral business, assisting in strategies to grow small business clients, and delivering client services through various channels.
  • The role requires NMLS registration, Safe Act compliance, and offers a salary range of $61,280.00 - $85,520.00, along with competitive employee benefits.

Matching Summary

The Personal Banker SAFE Act is an entry-level position responsible for assisting in sales, products, or service activities to foster customer loyalty and increase sales to individual consumer clients.

Salary

Base: $61,280.00 - $85,520.00; Bonus/Equity: Discretionary and formulaic incentive and retention awards; Benefits: Medical, dental & vision coverage; 401(k); life, accident, and disability insurance; wellness programs; paid time off

Skills & Requirements

Must-have

  • Sales and service activities
  • Customer relationship building
  • Cross-sell treasury products
  • Referral business development
  • Client acquisition and deepening
  • Compliance with policies and procedures

Nice-to-have

  • Remarkable client experience
  • Leverage technology and marketing tools
  • Drive compliance with regulations
  • Sound ethical judgment

Key Requirements

  • 0-2 years of relevant experience
  • Previous banking, retail, or sales experience preferred
  • NMLS registration; Safe Act compliant
  • Bachelor's Degree/University degree or equivalent experience

Work Rights

Not specified

Tailored Resume

Cover Letter