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Associate Personal Banker

2 months ago


San Francisco, California, United States Quality Talent Group Full time
About the Role

We are seeking a highly motivated and customer-focused Associate Personal Banker to join our team. As a key member of our National Branch Network, you will play a critical role in delivering exceptional customer experiences and building strong relationships with our clients.

Key Responsibilities
  • Participate in proactive outreach to build relationships with customers and propose suitable products and services to help them succeed financially.
  • Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications.
  • Develop a deep understanding of bank products and services to effectively connect with customers' needs.
  • Interact with customers to demonstrate care and build trust, providing personalized solutions to meet their financial goals.
  • Collaborate with internal partners to refer customers' financial needs and provide seamless support.
Requirements
  • 6+ months of customer-facing experience, or equivalent demonstrated through work experience, training, military experience, or education.
Preferred Qualifications
  • Customer service focus with experience handling complex transactions across multiple systems.
  • Proven ability to educate and connect customers to technology and share the value of mobile banking options.
  • Experience working with others on a team to meet customer needs and foster strong relationships.
  • Ability to follow policies, procedures, and regulations, identifying potential fraud/risky accounts and taking appropriate action.
What We Offer

As a valued member of our team, you will enjoy a competitive salary, comprehensive benefits package, and opportunities for growth and development. We are committed to creating a diverse and inclusive work environment that supports your well-being and career aspirations.

Join us in our mission to deliver exceptional customer experiences and build strong relationships with our clients. Apply now to become a part of our dynamic team