Personal Banker SAFE Act, Los Angeles - Westside Area Branches, Officer
Core
Entry-level role assisting in sales execution and customer service to foster loyalty and increase sales for individual consumer clients.
Role type
entry-level branch sales officer
Builds
consumer banking products and small business treasury solutions
Domain
consumer banking and small business lending
Deliverable
product features
Required skills
sales execution, customer relationship building, cross-selling, risk assessment, compliance adherence, coaching, financial education, technology leverage
Preferred skills
banking/retail/sales experience, Smart Banking tools knowledge
Technologies
Smart Banking tools
Responsibilities
assist in business credit requests under $250K, build referral opportunities via COIs and MGM programs, deliver client services via inbound/outbound calls, coach branch staff on products and programs, educate clients on digital channels and present financial solutions, ensure compliance with bank policies and regulations
Seniority
Entry-level, 0-2 years experience