Job Information
Robert Half Loan Administrator in San Jose, California
Description
About the Role
We are seeking an experienced Personal Banker who comes directly from a banking institution and has a proven background in retail or consumer banking. This individual will support clients with day‑to‑day banking needs, offer tailored financial solutions, and deliver exceptional customer service while upholding compliance and operational standards here in San Jose.
Responsibilities
Serve as the primary point of contact for clients regarding personal banking needs.
Open and maintain deposit accounts including checking, savings, CDs, and IRAs.
Assist clients with online banking, debit card issues, account maintenance, and general inquiries.
Educate customers on banking products and recommend appropriate financial solutions.
Cross‑sell banking services such as credit cards, consumer loans, overdraft protection, and digital tools.
Process transactions, resolve account issues, and ensure high accuracy in daily operations.
Maintain compliance with bank policies, security standards, and regulatory requirements.
Build long-term client relationships based on trust, professionalism, and service excellence.
Requirements
Qualifications
Must have prior Personal Banker experience (required).
Must come from a banking institution such as a regional bank, national bank, or credit union (required).
Strong knowledge of deposit products, consumer banking regulations, and branch operations.
Excellent customer service, communication, and problem‑solving skills.
Ability to work in a fast-paced retail banking environment.
Comfortable with sales goals, referrals, and customer outreach.
Strong attention to detail and accuracy.
Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
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