Personal Banker San Mateo

• Build lasting customer relationships through proactive, meaningful conversations that support financial well-being and deepen engagement
• Lead discovery-driven conversations to understand customer needs and connect them with relevant banking products, services, and solutions
• Drive branch growth by identifying opportunities, promoting solutions, and making appropriate referrals to meet customer and business goals
• Support everyday banking needs, including new account openings, service requests, and credit applications
• Perform cash handling and teller line activities, accurately processing transactions while maintaining compliance and operational standards
• Demonstrate comfort using and adopting digital tools and technologies to enhance the customer experience and support evolving banking needs
• Deliver accurate, compliant service while exercising sound judgement within defined risk controls
• Collaborate with branch teammates to coordinate seamless handoffs to licensed bankers or other specialists, ensuring customers are connected to the right expertise

6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

• Prior experience in financial services or a highly regulated, customer-facing role
• Experience building trust-based customer relationships through active listening, follow-up, and consistent engagement
• Comfort initiating outreach (calls, emails, or other channels) to strengthen relationships
• Demonstrated comfort with digital tools and technology
• Ability to identify customer needs and connect them to appropriate solutions
• Proven ability to collaborate with teammates and partners
• Demonstrated ability to follow policies and regulations while identifying and escalating risk concerns