Senior Personal Banker Job at Bank of San Francisco, San Francisco, CA

Y0lKNGNkcjQwQ2VwNmdBZTJOdjhqbGhrZ3c9PQ==
  • Bank of San Francisco
  • San Francisco, CA

Job Description

Are you looking for an opportunity to support a leading community and private bank serving Bay Area businesses, nonprofits and individuals? Bank of San Francisco is seeking a Senior Personal Banker to become a critical part of our team. Please contact us today to discuss this opportunity!

Senior Personal Banker

Location: San Francisco, CA

The Senior Personal Banker is responsible for the achievement of sales targets through superior client service, and operational excellence. The role requires strong leadership, relationship management, and a deep understanding of banking products and services tailored to high-net-worth individuals.

Job Responsibilities

  • Develops and manages new and existing client relationships
  • Prospect for new client relationships through local community and networking
  • Keep up to date with local bank competition and community involvement
  • Act as personal concierge for all private banking clients anticipating their needs and providing service that exceeds expectations.
  • Keep up to date on all bank products and services by recommending the appropriate products and services for the client.
  • Meet clients in person or calls, demo products available to the clients, and provide assistance with product setup.
  • Always ensure operational efficiency and effectiveness through hands-on knowledge and following all policies and procedures.
  • Team up with internal partners to improve the “client experience,” through continuous improvements.
  • Meeting established goals by appropriately cross-selling to clients seeking to broaden the range of services provided to both new and existing clients.
  • Provide superior client service by taking individual responsibility for each interaction and participating in service management practices to build and retain client relationships.

Requirements:

  • College degree in business, related field or equivalent working experience. Diploma or degree in Banking or Finance.
  • Minimum 5 years of relevant banking experience.
  • Exhibits leadership and management skills that inspire high performance from team members.
  • Operational knowledge of deposit and cash management banking regulations.
  • Excellent oral and written communication skills
  • Effective interpersonal skills with both internal and external clients.
  • Proficiency with Microsoft Office, specifically Word and Excel; knowledge of Salesforce.
  • A thorough knowledge of all bank services, deposit compliance regulations, Bank Secrecy Act, and management experience.
  • A high level of client service and interpersonal skills to communicate effectively throughout the Bank and to represent the Bank positively to current and potential clients.

To apply please send your resume or inquiry to Anna at anna.hirano@bankbsf.com

The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified. All employees may be required to perform duties outside of their normal responsibilities from time to time, as needed.

BSF is an Equal Opportunity Employer. Recruitment, placement, and promotions are conducted without regard to an individual’s race, color, religion, sex, national origin, age, physical handicap, veteran status or sexual orientation, or any other classification protected by Federal, State, and local laws & ordinances. We will consider qualified candidates with criminal history in a manner consistent with the requirement of the San Francisco Fair Chance Ordinance. All qualified applicants are encouraged to apply.

Job Tags

Work experience placement, Local area,

Similar Jobs

CadCamNYC

Graphic Design Intern Job at CadCamNYC

 ...Location: 1156 Avenue of the Americas, Suite 305, New York, NY Schedule: 10 a.m - 4 p.m (Mondays - Fridays) Position: Unpaid Internship About Us: At CadCamNYC , we specialize in creating high-quality custom jewelry in the heart of New Yorks Diamond... 

BookedBy

Product Designer Job at BookedBy

 ...Who we are: Welcome to BookedBy, an industry-leading business management solution and scheduling software for salons, spas, and barbershops everywhere. BookedBy with headquarters in Austin, TX features more than 100 employees across three continents and powers... 

TELUS Digital AI Data Solutions

WFH Freelance (Online Task Contributor English Speaker) Job at TELUS Digital AI Data Solutions

If you are looking for a part-time remote position that allows you to enjoy working from home while learning more about and contributing to the development of AI technologies, look no further. This flexible freelance role will help you to make your spare time pay off. ...

Kissaki

Server/Bartender Job at Kissaki

 ...Kissaki is seeking an SERVERS and BARTENDERS for our Water Mill NY location. Please note, this is a seasonal summer position. No housing will be provided. PLEASE NOTE, THIS IS A TIPPED POSITION. $11 / HOUR NY STATE TIPPED MINIMUM WAGE + HAMPTON HIGH SEASON GRATUITY.... 

Encore Wellhead Systems, LLC

Service Tech III (Offshore Wellhead) Job at Encore Wellhead Systems, LLC

 ...on job site and perform all duties in a safe manner.. Safely install, remove, repair and service customer equipment on the well site....  ...connections. Assist in training Service Trainee and other Service Techs. Qualifications Minimum five (5) years wellhead...