Personal Banker SAFE Act, South San Francisco Branch, 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
Small business client relationships and consumer product sales
Domain
Banking / Consumer Finance
Deliverable
product features
Required skills
Sales execution, customer relationship building, cross-selling, risk assessment, compliance adherence, coaching, financial solutions presentation
Preferred skills
Banking/retail/sales experience, Smart Banking tools knowledge, NMLS registration
Technologies
Smart Banking tools
Responsibilities
Work with business credit requests under $250K, build referral opportunities via COIs and MGM programs, deliver client services via inbound/outbound calls, coach tellers and staff on products and programs, educate clients on digital channels and present financial solutions
Seniority
Entry-level, 0-2 years experience