Personal Banker
Jobtailor
• Build customer relationships and recommend and sell banking products and services • Identify customer needs and offer financial solutions to support customers’ financial well-being • Convert transactions, account maintenance, and routine service requests into cross-sell conversations • Create sales opportunities by calling leads, visiting businesses to offer workplace banking, and developing referral networks • Achieve daily key performance metrics while balancing competing priorities • Perform transactions, manage a cash drawer, and complete bank documentation according to industry and legal standards • Perform other duties as assigned Requirements HS 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 to identify customer needs and recommend financial solutions Compelling communication and positive professional image Problem-solving ability Attention to detail Ability to achieve daily key performance metrics Ability to learn and perform transactions, manage a cash drawer, and complete bank documentation according to industry and legal standards Core Competencies Demonstrates strong customer relationship management and sales skills, with the ability to identify customer needs and recommend appropriate financial solutions. Proficient in performing banking transactions and managing cash drawers while adhering to industry standards. Highest-signal resume keywords Customer Relationship Management Sales-Driven Performance Financial Solutions Recommendation NMLS Registration Attention to Detail ATS Optimization Keywords Hard Skills Banking Transactions Cash Drawer Management Bank Documentation Product Knowledge Key Performance Metrics Achievement Soft Skills Compelling Communication Problem-Solving Ability Positive Professional Image Certifications & Qualifications HS Diploma or Equivalent NMLS Registration Industry Keywords Retail Banking Customer Needs Identification Cross-Selling Workplace Banking Referral Networks #J-18808-Ljbffr
$20 - $24.5 per hour
...Personal Banker Personal Bankers are enthusiastic/self-motivated individuals with proven success at delivering solutions that help our clients achieve financial freedom and peace of mind. Personal Bankers achieve this vision by building professional relationships with...SuggestedHourly payFull timeTemporary workWork at office$23 per hour
...Personal Bankers at UMB are experts at building customer relationships and recommending and selling products and services. Personal Bankers use their product knowledge and every interaction to identify needs and offer financial solutions to help customers secure their...SuggestedLocal areaFlexible hoursAfternoon shift- ...Universal Banker At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all... ...positions. PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age,...SuggestedFull timeTemporary workPart timeWork at office
- ...Universal Banker At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all...SuggestedWork at office
$23 per hour
Personal Banker – To $23/hr – Aurora, IL – Job # 3684B Who We Are The Symicor Group is a boutique talent acquisition firm based in Schaumburg, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting...SuggestedHourly payLocal area- ...Bilingual Personal BankerDenver, CO, US, 80202 Location: Denver -DEN Areas of Interest: Consumer Banking Pay Transparency Salary Range... ...supporting our clients and each other. Join us as a Bilingual Personal Banker and kickstart your career with our industry-leading Banking...Local area
- ...Personal BankerPersonal Bankers at UMB are experts at building customer relationships and recommending and selling products and services. Personal Bankers use their product knowledge and every interaction to identify needs and offer financial solutions to help customers...Local areaFlexible hours
$21.6 - $26.3 per hour
...Personal BankerBuilding a career at Commerce is more than just steps on a ladder. It's about helping people find financial safety and... ...experience, skills, and competencies.)About This JobOur Personal Bankers are personable, goal-oriented, and have a passion for helping our...Full time- ...customer relationships and recommend and sell banking products and services Identify customer needs and offer financial solutions Ask personalized questions to understand customers’ financial goals Create and manage a loan pipeline with strong closing conversions Prospect...Afternoon shift
$20.67 - $31.25 per hour
...2 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client's financial wellness...Hourly payWork experience placementDay shift$27.22 - $33.26 per hour
...Job Title Relationship Bankers Job Description Relationship Bankers build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting a digital first mindset....Temporary workLocal area- Bank of America is hiring for a Customer Service/Bank Teller role in the United States. This position focuses on engaging clients in the lobby, educating them on self-service options, and accurately processing cash transactions while building lasting client relationships...
$46.28k - $47.84k
...say and say what they do. Everything would be fair, without all the small talk. And banks would only sell you what you need. When a banker looked at a client, they wouldn’t just see a number, they’d see a dad or a mom or a graduate or a business owner. Our Bankers...Full timeFlexible hours$52k - $55.68k
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day...Hourly payFull timeWork at officeFlexible hoursShift workWeekend workDay shift$43.68k - $62.4k
...Companies list of best workplaces “to grow your career” in the U.S. Join us! About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) to join our National Branch. In this frontline role, you will build relationships with customers by supporting everyday...Full timeWork experience placementFlexible hours$45.38k - $75.63k
...Universal Banker At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all...Full timeTemporary workPart timeWork at office$22 - $26.5 per hour
...Personal Banker Personal Bankers build and strengthen client relationships by understanding financial needs and delivering tailored banking solutions that help clients achieve financial confidence. They provide exceptional service, accurately open accounts and process...Hourly payFull timeTemporary workWork at office$17.71 - $26.84 per hour
...Banking Center Teller And Personal Banker Banking Center Hours are Monday through Friday, 8:00 AM to 5:00 PM. This position has responsibilities as both a Teller and a Personal Banker. The ideal candidate must efficiently process a variety of customer transactions...Bank staffMonday to FridayShift work- ...Bank, Beal Bank USA, Beal Service Corporation, Beal Nevada Service Corporation, CLMG Corp., and CSG Investments, Inc. may collect personal information about you as part of the job application or employment process. Please see the California Privacy Rights Act Policies...Work at officeLocal areaRelocationMonday to FridayNight shift
$96k - $181k
...Denver ColoradoJob SummaryKey Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing and investment solutions. The Relationship Manager is at the center of this client promise acting as the primary...Full timeWork experience placementWork at officeLocal areaFlexible hoursNight shift$43k - $75k
...for the lending process and established yield, quality, diversification, and risk guidelines. Makes credit recommendations for personal lending transactions, including home financing, in accordance with sound credit granting principles and with the Bank's policies and...Contract workPart timeLocal areaImmediate startDay shift$83.38k - $125.35k
...following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Location: 1225 17th...Full timeShift work- ...UMB is seeking Personal Bankers who excel at building customer relationships and recommending financial products. In this role you will use product knowledge to identify needs and offer solutions that support customers' financial well-being while making banking easy....
$23.19 - $28.35 per hour
...takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you... ...skills and discover what you excel atall from Day One. Relationship Bankers build relationships with customers, engaging them via multiple...Temporary work$23 - $30 per hour
...Branch Relationship Banker - Littleton, CO At Vectra Bank, we’re proud to serve the Rocky Mountain region with the strength of a large financial institution and the personal touch of a community bank. Recognized as a Top Workplace, we combine deep resources with attentive...Hourly payWork experience placementLocal areaFlexible hours- Jobtailor seeks an energetic banking associate to engage clients in the lobby, educate them on mobile and online banking, and guide them through ATM self-service options. You’ll process cash transactions, build client relationships, and collaborate with lending and investment...Weekend work
$80k - $150k
...Denver ColoradoJob SummaryKey Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing, and investment solutions. The Associate Relationship Manager (ARM) is at the center of this client promise by...Full timeWork at officeLocal areaFlexible hoursNight shift- ...Your experience matters - and here, it's a foundation for building a meaningful, long-term career. What you'll do: As the personal coach to our Nation's military families, you will focus on financial plans that are constantly evolving to pursue short-term and...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
$45k - $100k
...that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ...expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with... ...Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand...Immediate startAfternoon shift
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