Personal Banker Bilingual Spanish St Helena

5 days ago


Saint Helena California, United States Quality Talent Group Full time
About This Role

We are seeking a highly motivated and customer-focused Associate Personal Banker to join our National Branch Network team. As a key member of our Consumer, Small & Business Banking division, 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 connect with customers' needs and provide tailored solutions.
  • Interact with customers to demonstrate care and build trust, providing options for bank products and services that meet their needs.
  • Refer customers' financial needs to other bankers and partners as necessary.
Requirements
  • 6+ months of interacting with customers experience, or equivalent demonstrated through work experience, training, military experience, or education.
  • Bilingual speaking and listening proficiency in Spanish/English.
  • Customer service focus with experience handling complex transactions across multiple systems.
  • Ability to educate and connect customers to technology and share the value of mobile banking options.
  • Ability to help customers succeed financially by offering introductions to additional team members as appropriate.
What We Offer

We provide a comprehensive set of benefits designed to protect your physical and financial health and help you make the most of your financial future. Our benefits include a 401(k) plan, paid time off, parental leave, critical caregiving leave, discounts and savings, health benefits, commuter benefits, tuition reimbursement, scholarships for dependent children, and adoption reimbursement.

Join Our Team

We value diversity, equity, and inclusion in the workplace and welcome applications from all qualified candidates. We are committed to building a strong risk mitigating and compliance-driven culture that balances customer relationships with regulatory requirements.



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