PERSONAL BANKER - HACIENDA BUSINESS PARK AREA- BILINGUAL SPANISH PREFERRED - PLEAS
Job Field: Security
Location: Pleasanton, CA
Salary: $Not stated
JOB SUMMARY:
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<tr><td valign="top" width="450"><b>Personal Bankers PBs are responsible for
offering and selling financial products and
services i.e. Credit Cards, CDs, Loans to both
consumer and small business customers. Routinely
work with customers and small business clients, to
build and deepen relationships by uncovering
financial needs, and recommending the best
products, services and solutions to meet those
needs. Ensure the customers needs are met by
partnering with the appropriate specialist and/or
teammate to serve the customers banking, small
business, mortgage and investment needs. PB helps
to create an excellent customer experience.
Proactively manage risk in every business,
product, and service transaction leveraging the
Risk Framework.
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KEY REQUIREMENTS:
None Not stated