Personal Banker SAFE Act, Bilingual Mandarin Speaking Preferred, Fremont Warm Springs Branch, Officer
Core
Entry-level role assisting in sales execution and customer service for individual consumer clients and small business accounts at a branch.
Role type
entry-level branch sales banker
Builds
consumer banking products and small business treasury solutions
Domain
banking / consumer finance
Deliverable
product features
Required skills
sales execution, customer relationship building, cross-selling, risk assessment, compliance adherence, coaching, digital channel education
Preferred skills
previous banking/retail/sales experience, Smart Banking tools knowledge, NMLS registration, Mandarin language
Technologies
Smart Banking tools
Responsibilities
assist in execution of sales activities, build referral business via Centers of Influence, deliver client services and outbound/inbound calls, provide coaching to tellers and staff, educate clients on digital channels, assess risk and ensure compliance
Seniority
Entry-level, 0-2 years experience