Float Personal Banker 1- Salinas
Core
Provide excellent customer care for daily transactions, address inquiries, resolve problems, and refer customers to business partners for products and services.
Role type
Retail Personal Banker
Builds
Retail banking products and services
Domain
Banking / Financial Services
Deliverable
product features
Required skills
cash handling, advanced math, customer service, risk management, sales referrals, retail product knowledge, policy compliance, problem resolution, team collaboration
Preferred skills
initiative, sound judgment, diplomacy, tact, flexibility in scheduling, self-motivation
Technologies
NMLS, dashboards
Responsibilities
Handle consumer and business customer problems professionally; maintain confidentiality of customer business; meet or exceed sales referral targets; travel to various Financial Centers; perform daily office responsibilities to maintain efficient operations; review tools and dashboards for referral progression.
Seniority
Entry-level to Junior