Personal Banker Safe Act - Garden Grove Branch

Workforcity

Garden Grove, California, United States
Base: $58,190.00 - $81,210.00; bonus/equity: discr...
Sales and product cross-selling
Customer relationship management
Treasury and small business product knowledge
Foster relations with customers to build loyalty and increase sales to individual consumer clients

Job Summary

  • Foster relations with customers to build loyalty and increase sales to individual consumer clients.
  • Deliver client services through outbound and inbound calls to acquire new relationships and deepen existing ones.
  • Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding assets.

Matching Summary

Foster relations with customers to build loyalty and increase sales to individual consumer clients.

Salary

Base: $58,190.00 - $81,210.00; 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 packages

Skills & Requirements

Must-have

  • Sales and product cross-selling
  • Customer relationship management
  • Treasury and small business product knowledge
  • Digital channel education
  • Compliance with policies and regulations

Nice-to-have

  • Bilingual Vietnamese/English proficiency
  • Building referral business opportunities
  • Coaching branch staff on products

Key Requirements

  • 0-2 years of relevant experience
  • NMLS registration; Safe Act compliant
  • Bachelor's Degree/University degree or equivalent experience

Work Rights

Not specified

Tailored Resume

Cover Letter