Preferred Banker

Full-time

San Francisco, CA

Introduction

Our client is a ultra-high-touch bank that provides extraordinary client service. They believe that one-on-one interactions build lasting relationships. They move quickly to serve their clients’ needs so that their financial transactions are handled with ease and efficiency. Client trust and security are paramount in their line of business. Ultimately, their goal is unsurpassed client satisfaction which will lead to personal referrals – their number one source of new business.

Our client recognizes that their competitive advantage starts with their people and their culture. They work hard and moves quickly as a very coordinated team. If you are looking for an opportunity to grow and contribute in a fun, fast-paced environment, our client is the place for you. They have exceptional people focused on providing extraordinary service.

The PBO Preferred Banker is responsible for providing quality customer service, cross-servicing banking products, and maintaining branch operations along with the Assistant Branch Manager.

responsibilities

  • Offer to our clients a full range of Bank’s products through in-depth knowledge, and consistently provide service and products based on client needs

  • Establish and maintain professional relationships with customers to ensure repeat and referral business

  • Provide high-level customer service to current and potential customers

Branch Support

  • Process customer transactions according to branch policies and procedures 

  • Prepare and balance daily work, bank deposits, ATM and Night Depository

  • File and maintain bank records in compliance with branch policies and procedures

  • May provide assistance to other branches as needed

Compliance

  • Responsibilities include the following: 1) adhering to and complying with the applicable, federal and state laws, regulations and guidance, including those related to Anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.) 2) adhering to Bank policies and procedures, 3) completing required training, 4) identifying and reporting suspicious activity to the AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank

Qualifications

Ideal candidate should have:

  • College degree preferred

  • Previous banking or retail service experience with a strong emphasis on sales, customer service, new accounts, and computer skills

  • Existing client portfolio desired

 

Physical Requirements:

  • Vision must be sufficient to read data reports, manuals and computer screens

  • Hearing must be sufficient to understand a conversation at a normal volume, including telephone calls and in person

  • Speech must be coherent and articulate to clearly convey and exchange information

  • Position involves sitting most of the time, but may involve walking or standing for brief periods of time

  • Must be able to travel in a limited capacity