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 personal banker (consumer sales)
Builds
consumer banking products and small business treasury solutions
Domain
banking / consumer finance
Deliverable
product features
Required skills
sales execution, customer relationship building, risk assessment, compliance adherence, product education, referral generation, coaching
Preferred skills
banking/retail/sales experience, Smart Banking tools knowledge
Technologies
Smart Banking tools
Responsibilities
assist in execution of sales activities, build referral business via Centers of Influence, deliver client services via inbound/outbound calls, coach branch staff on products, educate clients on digital channels, assess risk and ensure compliance
Seniority
Entry-level, 0-2 years experience