Personal Banker SAFE Act, Bilingual Mandarin Speaking Preferred, Rowland Heights Branch
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 client relationships and consumer product sales
Domain
banking / consumer finance
Deliverable
product features
Required skills
sales, customer service, business credit assessment, risk assessment, compliance, coaching, digital channel education
Preferred skills
banking/retail/sales experience, Smart Banking tools knowledge, NMLS registration, bilingual Mandarin
Technologies
Smart Banking tools, digital channels
Responsibilities
Work with business credit requests under $250K, build referral business via COIs and MGM programs, deliver client services/outbound and inbound calls, coach tellers and branch staff, educate clients on service channels, assess risk and ensure compliance
Seniority
Entry-level, 0-2 years experience