Personal Banker Ii- Pacific Coast Area

563

Santa Cruz, California, US
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 focuses on creating memorable customer experiences through proactive outreach and long-lasting relationship building

Job Summary

  • The Personal Banker II position focuses on creating memorable customer experiences through proactive outreach and long-lasting relationship building.
  • Employees are expected to utilize a consultative approach to uncover customer needs and tailor financial solutions across the customer lifecycle.
  • This role includes eligibility for an incentive compensation plan based on company, line of business, and individual performance alongside comprehensive benefits.

Matching Summary

The Personal Banker II position focuses on creating memorable customer experiences through proactive outreach and long-lasting relationship building.

Salary

Base: $44,300.00 - $73,000.00 USD Annual; Bonus/Equity: 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
  • Risk management compliance
  • Proactive customer outreach

Nice-to-have

  • Financial industry experience
  • Deepening customer relationships
  • Business acumen
  • Sound decision making
  • Ethical behavior modeling

Key Requirements

  • High School Diploma/GED with 1 year customer service experience
  • Experience in a sales environment required
  • S.A.F.E. Act registration via NMLS at time of employment

Work Rights

Not specified

Tailored Resume

Cover Letter