Banker Position; Floater

Description

Depending on experience, you could be the next Client Service Representative II, III, or Senior level Client Service Representative. This position will provide support to the following branches:
San Francisco, Menlo Park, San Jose West, San Jose Downtown, Los Altos, San Mateo, and Millbrae. Please see below for more details and we look forward to connecting with you! Apply today!

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.

Will be required to travel. Ensures compliance with all Bank policies and procedures and all applicable state and federal banking regulations.

The position is required to be knowledgeable and skilled in opening new consumer and basic 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.

This position does not have supervisory authority. Will be required to travel. Ensures compliance with all Bank policies and procedures and all applicable state and federal banking regulations.

The position is required to be knowledgeable and skilled in opening new consumer 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.

This position does not have supervisory authority. Will be required to travel. Ensures compliance with all Bank policies and procedures and all applicable state and federal banking regulations.

• A minimum of three years banking teller experience is required
• Advanced experience with opening consumer accounts and complex business accounts is required
• Prior supervisory experience is preferred
• Minimum of three years strong customer relations skills and the ability to communicate and work well with employees and customers in a cooperative and positive manner
• Possesses strong knowledge of basic banking regulations such as BSA and Information Security
• Must possess excellent judgment and the ability to accept responsibility and handle confidential information
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Must be proficient in using Word, Excel, and Outlook applications and banking programs

• A minimum of 2 years banking teller experience is required
• Experience with opening consumer accounts and basic business accounts is required
• Minimum of two years strong customer relations skills and the ability to communicate and work well with employees and customers in a cooperative, positive manner
• Possesses working knowledge of basic banking regulations such as BSA and Information Security
• Must possess excellent judgment and the ability to accept responsibility and handle confidential information
• Must be proficient in using Word, Excel, and Outlook applications and banking programs

• A minimum of one year of banking teller experience is required
• Beginner experience with opening consumer accounts is required
• Beginner experience opening basic business accounts is…