Personal Banker II

Jobtailor; Fresno (CA); On-site; USD 40,000 - 64,000; Full time

Job summary

Jobtailor in Fresno, CA is seeking a customer-focused Banking Sales Associate to convert inquiries into cross-sell conversations and deepen client relationships. You will create opportunities by calling leads, visiting businesses, and developing referral networks. You’ll handle transactions, manage a cash drawer, and ensure accurate bank documentation.

The role emphasizes meeting daily KPIs in a high-energy team. A high school diploma and U.S.

Qualifications

• High school diploma or equivalent is required.
• One year of experience in a retail environment engaging with customers and driving sales.
• Reliable transportation required.
• Ability to work branch hours, including weekends and some evenings.
• Ability to obtain NMLS registration within 90 days.
• Thrives in a high-energy, sales-driven team.
• Strong product knowledge and conversation skills.
• Excellent communication and a positive image projection.
• Strong problem-solving ability.
• Attention to detail and ability to meet daily KPIs.

Responsibilities

• Ask personalized questions to convert transactions, account maintenance, and routine service requests into cross-sell conversations.
• Deepen client relationships while meeting customer needs.
• Create sales opportunities by calling leads.
• Visit businesses to offer workplace banking.
• Develop referral networks.
• Achieve daily key performance metrics while balancing priorities.
• Learn and perform transactions, manage a cash drawer, and complete bank documentation.
• Perform other duties as assigned.

Skills

Sales experience

Customer engagement

Product knowledge

Communication skills

Problem-solving

Attention to detail

Cross-selling

Referral networks

Workplace banking

Education

High school diploma

Tools

NMLS Registration

Job description

• Ask personalized questions to convert transactions, account maintenance, and routine service requests into cross-sell conversations


• Deepen client relationships while meeting customer needs


• Create sales opportunities by calling leads


• Visit businesses to offer workplace banking


• Develop referral networks


• Achieve daily key performance metrics while balancing competing priorities


• Learn and perform transactions, manage a cash drawer, and complete bank documentation according to industry and legal standards


• Perform other duties as assigned

Requirements

• High school diploma or equivalent


• One year of experience in a retail environment engaging with customers and making product recommendations that lead to sales, or relevant experience


• Reliable transportation


• Ability to work branch hours, including weekends and some evenings


• Ability to obtain NMLS registration within 90 days


• Ability to thrive in a high-energy, sales-driven team


• Product knowledge and conversation skills


• Compelling communication and positive-image projection


• Problem-solving ability


• Attention to detail


• Ability to meet daily key performance metrics

Core Competencies

Demonstrates strong sales acumen through personalized client interactions and effective product recommendations, while maintaining compliance with industry standards. Capable of achieving performance metrics in a fast-paced, team-oriented environment.

Highest-signal resume keywords

• Sales Experience


• Customer Engagement


• NMLS Registration


• Product Knowledge


• Communication Skills

ATS Optimization Keywords

Hard Skills

• Transaction Management


• Cash Drawer Management


• Bank Documentation


• Sales Conversion


• Key Performance Metrics

Soft Skills

• Problem-Solving


• Attention to Detail


• Positive Image Projection

Certifications & Qualifications

• NMLS Registration

Industry Keywords

• Retail Environment


• Cross-Selling


• Referral Networks


• Workplace Banking


• Client Relationships