C0001228596P
The Sales and Service Advisor role focuses on creating exceptional client banking experiences within a smaller branch environment through digital enablement, basic selling, and client education. The position involves assessing client needs, processing financial products, and driving digital adoption to enhance customer satisfaction and achieve sales targets. This role requires a client-first mindset to deliver high-quality service and support across various banking functions.
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
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C0001228596P didn’t post a salary, so this is our estimate from similar listings.