Personal Banker

Where

Modesto, CA

What you'll be doing

The personal banker is a branch based sales and service position whose primary goal is to help customers by discovering financial needs, helping with problem resolutions and processing transactions when needed. The incumbent will take a lead role in creating an outstanding customer experience by resolving customer service issues, opening new accounts, offering convenience services and helping the branch meet sales objectives contributing to the success of the firm. He/she will have the opportunity to provide topnotch customer service in face-to-face interactions with customers. As a personal banker, the person will also have the opportunity to assist the company customers by handling teller transactions accurately and efficiently during peak service times. He/she will partner with the branch team and specialists (such as loan officers, business bankers, and financial advisors), to ensure the company customers get access to experts who can help them with specialized financial needs.

What your background should be

Minimum one year retail sales or customer service experience-in person or over the phone required, or if college degree, then demonstrated leadership or goal achievement in related school activities or internships. Cash handling experience preferred. Applicant requires having the ability to establish credibility and rapport, be friendly and personable and look for ways to benefit the customer. Applicant must have excellent customer contact skills; comfortable asking questions/interviewing customers about their financial situation; strong listening skills. Applicant should also have the ability to learn products, services and procedures quickly and accurately; explain concepts clearly to customers.

Required Schooling / Training

A college degree preferred or high school degree/GED or foreign equivalent.

Who is the client company

This client is an American multinational banking and financial services holding company.

If you are interested in this position, send your resume to apply@kochdavis.com