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 [email protected]

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.

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