CareerPlan

Part-Time Universal Banker (20 Hours), West Portal Branch

SAN FRANCISCO, California, United States of AmericaPart-time2026-10-02 → 2026-11-10

Core

Entry-level role assisting in sales, product/service execution, and customer service at a bank branch to foster customer loyalty and increase sales.

Role type

entry-level universal banker (retail banking)

Builds

consumer banking products and services

Domain

banking / financial services

Deliverable

product features

Required skills

account opening, financial transactions, sales opportunity creation, customer complaint resolution, regulatory compliance, risk assessment

Preferred skills

retail banking experience, clear written and verbal communication

Technologies

none stated

Responsibilities

assist in basic account opening, provide service delivery to resolve account issues, execute financial transactions, refer opportunities to segment partners, create sales opportunities from service transactions, support sales/service activities in seminars and campaigns, adhere to operational controls and regulatory procedures, assess risk in business decisions

Seniority

entry-level, 1-3 years experience