The Complete Banker (TCB)
The Personal Financial Consultant actively markets and sells core consumer products to branch walk-in customers through a consultative selling process. This role involves identifying customer financial needs and recommending appropriate CIMB products to drive sales and build long-term relationships. The position requires managing sales pipelines, ensuring compliance with banking policies, and collaborating with the branch sales team to achieve business objectives.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for The Complete Banker (TCB).
The Complete Banker (TCB) didn’t post a salary, so this is our estimate from similar listings.
20% above the average for this role