Senior Banker - Cupertino Financal Center
On-site
Core
First point of contact for financial center clients, uncovering personal banking needs for individuals and small businesses, offering solutions, and connecting clients to specialists.
Role type
Senior Banker (Financial Center)
Builds
Consumer and small business banking solutions, services, and strategies
Domain
Retail Banking / Financial Services
Deliverable
product features
Required skills
Client relationship management, Self-service technology training, Account opening and maintenance, Regulatory compliance, Outbound client engagement, Critical thinking, Time management, Notary commission
Preferred skills
Associate's or Bachelor's Degree in business/finance, Prior financial center experience, Retail/sales experience, Knowledge of banking products, Microsoft applications proficiency
