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Description
Senior New Accounts/Client Services Representative III (Senior Personal Banker)
The position is required to be knowledgeable and skilled in opening new consumer and complex business accounts. Responsible for processing all new account transactions; assisting clients in their selection of various accounts and financial services; actively cross selling the Bank's products and services; maintaining and closing of all account types; performing branch clerical duties; promotes business for the Bank by maintaining good client relations and referring clients to appropriate staff and partners for new services.
Ensures compliance with all Bank policies and procedures and all applicable state and federal banking regulations.
Essential Duties and Responsibilities include the following:
New Accounts/Sales Activities
Branch Operations Activities
Service Activities
Backup Supervisory Duties
Qualifications:
Physical/Mental Activity and Environment:
The incumbent in the course of performing this position spends time writing, typing, speaking, listening, lifting (up to 10 pounds), carrying, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, pulling, walking, standing, squatting, kneeling and reaching. The incumbent for this position will require ability to operate basic business equipment as found in a professional office setting. The incumbent in this position must be able to accommodate to reading documents or instruments, detailed work, problem solving, client contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks, and constant interruptions. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Management reserves the right to change this position description at any time.
Requirements
Full Time
Banking
$87k-117k (estimate)
05/18/2022
01/22/2023
poppy.bank
CORTE MADERA, CA
100 - 200
2004
Private
AKIKO NAGAYAMA
$50M - $200M
Banking
The job skills required for Senior Personal Banker include Products and Services, Customer Service, Client Service, Problem Solving, Business Development, Listening, etc. Having related job skills and expertise will give you an advantage when applying to be a Senior Personal Banker. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Senior Personal Banker. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Senior Personal Banker positions, which can be used as a reference in future career path planning. As a Senior Personal Banker, it can be promoted into senior positions as a Private Banker III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Senior Personal Banker. You can explore the career advancement for a Senior Personal Banker below and select your interested title to get hiring information.