Location: San Francisco, CA (On-Site)
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 Personal Banker to become a critical part of our team. Please contact us today to discuss this opportunity!
The Personal Banker delivers high-quality client support while performing essential branch and digital banking operations. As a primary client contact, this role provides personalized service, identifies client needs, and recommends appropriate banking products to support growth and deepen relationships. The Personal Banker collaborates with internal teams to ensure a seamless client experience, drive retention, and contribute to overall branch sales and service goals.
Job Responsibilities:
- Open, service, and maintain client accounts in accordance with Bank policies and all regulatory requirements, including but not limited to the Bank Secrecy Act (BSA) and Know Your Customer (KYC) requirements.
- Perform daily banking operations, including teller transactions, wire processing, cash shipments, debit card services, and related operational activities.
- Meet with clients in person and 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.
- Maintain a thorough working knowledge of Bank products, services, policies, and procedures through ongoing training and professional development.
Requirements:
- Bachelor's degree in business, a related field, or equivalent work experience.
- Minimum of 3 years of relevant banking experience.
- 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 in Microsoft Office, particularly Word and Excel; working knowledge of Salesforce preferred.
- Demonstrated commitment to delivering a high level of client service and professionalism.
Pay: $73,000 - $85,000 per year
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, sexual orientation, or any other classification protected by federal, state, and local laws and ordinances. We will consider qualified candidates with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. All qualified applicants are encouraged to apply.
