Personal Banker Ii - Westlake Village

563

Thousand Oaks, California, US
Base: $44,300 - $73,000 usd annually; bonus: eligi...
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 financial solutions that align with their needs.
  • This role offers a total rewards package including comprehensive benefits and eligibility for an incentive compensation plan based on performance.

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 - $73,000 USD annually; Bonus: Eligible for incentive compensation plan; Benefits: Comprehensive physical, financial, emotional, and social well-being programs

Skills & Requirements

Must-have

  • Consultative sales approach
  • Customer relationship management
  • Credit data analysis
  • Financial product knowledge
  • Ethical business conduct

Nice-to-have

  • Sales environment experience
  • Financial industry background
  • Deepening customer relationships
  • Business acumen
  • Sound decision making

Key Requirements

  • High School Diploma 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