Senior Personal Banker (San Francisco)
Bank of San Francisco, San Francisco, California, United States, 94199
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!
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 Develop and manage new and existing relationships Serves as a primary contact for clients, providing a high-touch, concierge-style banking experience. Prospect for new client relationships through local community and networking Builds and maintains strong, long-term client relationships by anticipating needs and delivering personalized solutions. Supports branch sales, growth, and retention objectives through relationshipdevelopment and solution-based conversations. Acts as a trusted resource to clients by maintaining broad knowledge of the Bank’sproducts and services. Partners with internal teams to continuously improve the overall client experience. Open, service, and maintain client accounts in accordance with Bank policies and all regulatory requirements. Perform daily banking operations, including teller transactions, wire processing, cash shipments, debit card services, and related operational activities. Meet with clients in person or by phone to discuss banking needs, recommend products and services, demonstrate available solutions, and assist with product setup. Cross-sell deposit and treasury management products to new and existing clients based on identified needs and established goals. Respond to client inquiries, investigate and resolve issues or discrepancies, and address client complaints in a timely and professional manner. Manage client communications and servicing activities, including monitoring and responding to the Bank’s general inbox and online chat channel. Review, process, and maintain banking reports, records, and administrative documentation to ensure accuracy and compliance. Signatory for the Medallion Stamp Program and Notary Services Offer staffing coverage for the Laurel Village Branch on an as-needed basis. Maintain a thorough working knowledge of Bank products, services, policies, and procedures through ongoing training and development.
Requirements: College degree in business, related field or equivalent working experience. Minimum 3 years of Personal Banker experience Minimum 5 year of banking experience. Exhibits leadership and management skills that inspire high performance. Operational knowledge of deposit and treasury management banking products Excellent oral and written communication skills Effective interpersonal skills with both internal and external clients. Proficiency with Microsoft Office, specifically Word and Excel; working knowledge of Salesforce preferred. Demonstrated commitment to delivering a high level of client service and professionalism.
To apply
please send your resume or inquiry to Sue at
humanresources@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.
Senior Personal Banker
to become a critical part of our team. Please contact us today to discuss this opportunity!
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 Develop and manage new and existing relationships Serves as a primary contact for clients, providing a high-touch, concierge-style banking experience. Prospect for new client relationships through local community and networking Builds and maintains strong, long-term client relationships by anticipating needs and delivering personalized solutions. Supports branch sales, growth, and retention objectives through relationshipdevelopment and solution-based conversations. Acts as a trusted resource to clients by maintaining broad knowledge of the Bank’sproducts and services. Partners with internal teams to continuously improve the overall client experience. Open, service, and maintain client accounts in accordance with Bank policies and all regulatory requirements. Perform daily banking operations, including teller transactions, wire processing, cash shipments, debit card services, and related operational activities. Meet with clients in person or by phone to discuss banking needs, recommend products and services, demonstrate available solutions, and assist with product setup. Cross-sell deposit and treasury management products to new and existing clients based on identified needs and established goals. Respond to client inquiries, investigate and resolve issues or discrepancies, and address client complaints in a timely and professional manner. Manage client communications and servicing activities, including monitoring and responding to the Bank’s general inbox and online chat channel. Review, process, and maintain banking reports, records, and administrative documentation to ensure accuracy and compliance. Signatory for the Medallion Stamp Program and Notary Services Offer staffing coverage for the Laurel Village Branch on an as-needed basis. Maintain a thorough working knowledge of Bank products, services, policies, and procedures through ongoing training and development.
Requirements: College degree in business, related field or equivalent working experience. Minimum 3 years of Personal Banker experience Minimum 5 year of banking experience. Exhibits leadership and management skills that inspire high performance. Operational knowledge of deposit and treasury management banking products Excellent oral and written communication skills Effective interpersonal skills with both internal and external clients. Proficiency with Microsoft Office, specifically Word and Excel; working knowledge of Salesforce preferred. Demonstrated commitment to delivering a high level of client service and professionalism.
To apply
please send your resume or inquiry to Sue at
humanresources@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.