Find & Apply For Personal Banker / Banking Sales Staff Jobs in Belmont, California

Personal Banker at Beacon Business Bank Personal Banker at Beacon Business Bank in Belmont, California Posted in about 4 hours ago.

Type:

full-time About the Role Beacon Business Bank is seeking a Personal Banker to support daily branch operations while delivering exceptional service and building positive relationships with our clients. This position is responsible for processing client transactions, assisting with account inquiries and service requests, identifying client banking needs, and supporting the overall operations and performance of the branch. The ideal candidate is detail-oriented, client-focused, and able to balance accuracy with efficiency in a fast-paced banking environment. This role plays an important part in creating a positive client experience while supporting the Bank's service, sales, and operational goals.

Key Responsibilities:

Customer Service & Client Support Provide prompt, professional, and courteous service to all clients. Assist clients with account inquiries, transactions, and service requests. Educate clients on bank products and services and identify appropriate cross-selling opportunities. Resolve client concerns and escalate issues as needed to ensure positive outcomes. Transaction Processing Accurately process daily transactions, including deposits, withdrawals, transfers, and payments. Handle cash, checks, and negotiable instruments in accordance with Bank policies and procedures. Balance cash drawer and maintain accurate transaction records. Ensure transactions are completed efficiently and in compliance with applicable policies and procedures. Sales & Referrals Identify client needs and refer appropriate banking products and services. Support branch sales goals through referrals and client engagement. Promote a relationship-based, client-first approach to banking. Operational Support Assist with daily branch operations and administrative tasks. Maintain accurate records and documentation. Assist with account maintenance and other client service requests as needed. Help maintain a professional, organized, and welcoming branch environment. Compliance & Risk Management Adhere to applicable regulatory requirements and Bank policies and procedures. Follow established internal controls and procedures to minimize risk. Maintain the confidentiality of client and Bank information. Identify and report suspicious or unusual activity in accordance with Bank procedures. Qualifications High school diploma or equivalent required; Associate's or Bachelor's degree preferred. 1-3 years of banking, teller, or operations experience preferred. Strong cash-handling and transactional accuracy skills. Working knowledge of banking regulations and compliance practices preferred. Strong attention to detail and organizational skills. Excellent communication and interpersonal skills. Ability to manage multiple priorities and work efficiently in a fast-paced environment. Proficiency in Microsoft Office, including Word, Excel, and PowerPoint. Key Competencies Customer service and relationship building Attention to detail and accuracy Communication and interpersonal skills Problem-solving and adaptability Time management and efficiency Team collaboration Compensation & Benefits The annual salary range for this position is $50,000-$65,000 , based on experience and qualifications.

Benefits include:

401(k) Health insurance Dental insurance Vision insurance Equal Employment Opportunity Beacon Business Bank is an Equal Opportunity Employer and considers qualified applicants without regard to protected characteristics in accordance with applicable federal, state, and local laws. Qualified applicants with arrest and conviction records will be considered in accordance with applicable fair chance laws. Beacon Business Bank is a drug-free workplace and complies with applicable ADA requirements.

California Privacy Notice:

CA Privacy Notice to Applicants and Employees