We are looking for an experienced and customer-oriented Personal Banker for a growing team in California. The ideal candidate will be responsible for building and maintaining relationships with clients by offering personalized banking services and financial advice. The Personal Banker will be expected to meet sales goals, ensure customer satisfaction, and adhere to all banking regulations and policies.

Responsibilities:

• Advise customers on bank services for their needs (e.g. loans and credit cards)
• Manage customer bank accounts; open, close and oversee transactions
• Resolve issues with banking services and accounts
• Refer clients to inhouse financial experts, as needed
• Reach out to potential customers to generate new business
• Present financial products and services to existing and prospective customers
• Perform administrative duties (e.g. entering data into banking software)

Requirements and skills:

• Proven experience in banking; experience in sales or customer service is a plus
• Knowledge of operations practices and regulations
• Familiarity with banking software; excellent use of MS Office
• Ability to work diligently to meet targets
• Excellent communication and negotiation skills
• Customer-oriented approach to handling problems

Ascendo is a certified minority owned staffing firm, and we welcome and celebrate diversity. Ascendo is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, parental status, military service or any other characteristic protected by federal, state or local law.

Contact information

Daniela Gomez