Personal Banker SAFE Act, Bilingual Mandarin Speaking Preferred, City of Industry/ Rowland Heights Area
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 (consumer sales)
Builds
small business lending opportunities, treasury products, and client relationships
Domain
banking / consumer finance
Deliverable
product features
Required skills
sales, customer service, business credit assessment, cross-selling, risk assessment, compliance, coaching, digital channel education
Preferred skills
banking/retail/sales experience, Smart Banking tools knowledge, Mandarin language
Technologies
Smart Banking tools
Responsibilities
process business credit requests under $250K, build referral business via Centers of Influence, deliver client services via inbound/outbound calls, coach branch staff on products and programs, educate clients on service channels, comply with bank policies and regulations
Seniority
Entry-level, 0-2 years experience