Personal Financial Advisor

Personal Financial Advisor

Santa Clara, CA

Personal Banker

Santa Clara, California Jobs

95054 Jobs

Personal Financial Advisors Jobs

$92,939 - $113,592

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Do you value high level of customer service and professionalism? Seeking an opportunity to join one of the finest banks in the Bay Area voted a Top Workplace for consecutive 9 years? Then this Personal Banker position is for you. This is perfect if you are looking to grow in the banking industry. Competitive pay plus benefits, and flexible schedules.

Responsibilities Include:

•Accurately open new accounts and service existing accounts
•Promote and cross sell products and services based on customer need.
•Provide exceptional service that is consistent with or exceeds bank standards of excellence.
•Resolve customer issues in a timely, professional and consistent manner.
•Perform outbound calling function to generate sales and increase cross-sell and retention.


•Prior banking/teller experience is a plus
•Solid sales experience with a track record of success in offering banking products
•Warm lead generation
•Customer service experience; 2 plus years preferred
•Must possess excellent verbal and written communication skills
•A professional appearance is a must
•High school diploma or GED required; College degree preferred
•Open availability including weekends is required.

Apply for this Personal Banker position and start your banking career today!

We are an Equal Employment Opportunity employer committed to excellence, diversity and inclusion.

Job ID: 6045428266716688010

This job is located in

Santa Clara, California, 95054

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