Float Personal Banker I- Almaden Valley
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
None stated
Technologies
None stated
Responsibilities
Handle daily transactions and customer inquiries, refer customers to business partners, maintain confidentiality, follow bank policies and procedures, meet sales referral targets, review tools and dashboards for referral progression, handle complex issues by escalating to leadership
Seniority
Entry-level to Junior