Personal Banker SAFE Act, Daly City Westlake Branch, Officer (Bilingual Preferred: Mandarin or Cantonese)
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 personal banker (branch sales)
Builds
small business lending opportunities, treasury products, and client relationships
Domain
banking / consumer finance
Deliverable
product features
Required skills
sales execution, customer relationship management, risk assessment, compliance adherence, product education, referral generation
Preferred skills
previous banking/retail/sales experience, knowledge of Smart Banking tools, bilingual (Mandarin or Cantonese)
Technologies
Smart Banking tools
Responsibilities
process business credit requests under $250K, cross-sell treasury and small business products, deliver client services via inbound/outbound calls, coach tellers and branch staff on products and programs, educate clients on digital channels and financial solutions, assess risk and ensure compliance with laws and policies