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Personal Banker

Company: AppleOne
Location: San Jose
Posted on: May 4, 2021

Job Description:

Roles and Responsibilities " Accurately open new accounts and service existing accounts " Promote and cross sell products and services based on customer need: effectively utilizing sales, customer profiling and customer service skills to make significant contributions towards meeting individual and branch goals " Provide exceptional service that is consistent with or exceeds bank standards of excellence in customer service " Resolve customer issues in a timely, professional and consistent manner " Perform outbound calling function to generate sales and increase cross-sell and retention Minimum Qualifications " Solid sales experience with a track record of success in offering banking products " Warm lead generation " Prior banking/teller experience is a plus " Customer service experience; 2 plus years preferred " Must be knowledgeable in all areas of branch operations and security " A full understanding of regulatory compliance issues is required " Must possess excellent verbal and written AppleOne is proud to be an Equal Opportunity Employer. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment qualified applicants with arrest and conviction records.

Keywords: AppleOne, San Jose , Personal Banker, Other , San Jose, California

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