Job Description
Do you value high level of customer service and professionalism? Are you seeking an opportunity to join one of the finest banks in the Bay Area? If so, then this Private Banker position is for you. This position offers growth in the banking industry, competitive pay, excellent benefits, and flexible schedules. Responsibilities Include:
• Assessing customers needs and providing the best financial solutions
• Promote and cross sell products and services based on customer need.
• Provide exceptional service that is consistent with or exceeds bank standards of excellence.
• Resolve customer issues in a timely, professional and consistent manner.
• Perform outbound calling function to generate sales and increase cross-sell and retention. Qualifications:
• 3+ years experience within financial services with a commercial, investment or private bank
• Solid sales experience with a track record of success in offering banking products
• Warm lead generation
• Customer service experience; 2 plus years preferred
• Must possess excellent verbal and written communication skills
• A professional appearance is a must
• Bachelor's Degree required. Apply today!
Founder and CEO, Janice Bryant Howroyd, is a North Carolina native who left her hometown in 1976 armed with $1500. Since then, she has dedicated her efforts to building an organization that is committed to keeping the humanity in Human Resources and Strategic, Inclusive Procurement.
Mrs. Howroyd’s commitment to excellence has grown ActOne Group to 33 countries, with over 17,000 clients and more than 2,800 employees. The largest woman-minority-owned workforce management company founded in the US, ActOne Group professionals bring expertise in delivering corporate HR initiatives to local and global markets. Mrs. Howroyd was selected by former President Barack Obama to serve as a White House appointee and continues to serve under the current administration as an Ambassador of Energy. Mrs. Howroyd gives generously through funding and advocacy for STEM education, particularly for women and minorities. Mrs. Howroyd leads her teams to build business success based on the ability to connect great companies with outstanding talent. Her passion for education, mentorship, and self-empowerment initiatives have earned her many professional and philanthropic recognitions. She is a sought–after speaker and media subject matter expert in her fields. Her book, The Art of Work: How to Make Work, Work for You, is available on Amazon.com....to prospective and current members! Our work environment includes: Growth opportunities... ...You will be responding to voicemails and text/chat messages. You will also be making warm... ...time off Vision insurance Work from home Experience level: ~1 year Shift...
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