Personal Banker
$22.33 per hourWaFd Bank
Min USD $22.33/Hr. Max USD $33.18/Hr. Job Summary Want to help strengthen your community's financial health? Looking for an employer that will inspire you and support your career in finance? Your search is over... WaFd Bank is hiring a Personal Banker. WaFd Bank has been a financial leader for over a century, and now serves consumers and business clients across nine Western states. Our company motto is: Love What You Do...Make A Difference! We are seeking motivated individuals to assist clients with both personal and business banking solutions that improve their financial health and help them reach their goals. We seek creative individuals who think proactively about building relationships, delivering solutions, and representing WaFd in the communities we serve. We hire great people from a wide variety of backgrounds to make us stronger and ensure our team reflects the diversity of the businesses and communities we serve. Responsibilities Build rapport with clients, understand their needs, and provide solutions. Open new accounts, onboard new relationships, originate loans and lines, refer to partners to help meet additional needs. Make out-of-office business development calls to businesses, community organizations, and referral sources. Adhere to bank policies and procedures designed to comply with Federal regulations, including but not limited to the Bank Secrecy Act, USA Patriot Act and OFAC regulations. Reflect the core values and ethics of WaFd Bank, including integrity, teamwork, ownership, simplicity, discipline, and service. In addition, they must be kind. Qualifications Education/Skills/Training: High school diploma or approved equivalent. Good math skills, 10-key and keyboarding. Proficient in standard Microsoft Office tools such as Excel, Word, Teams, PowerBI and Outlook. Well-developed smartphone and digital channel skills. Must have excellent organizational and analytical skills and superior written and oral communication skills. Ability to demonstrate how to use automated technology to teach clients self-service skills. Must have valid driver’s license, satisfactory transportation, and adequate insurance coverage. Experience: Prior banking experience, including familiarity with lending, previous work in retail, consumer service delivery, or client relation. Benefits Paid time off for vacation, sick days and holidays Health insurance Stock options Bonus programs 401(k) plan Paid Parental Leave Life and AD&D insurance Long-term disability Tuition Reimbursement Employee assistance programs Pre-tax health and dependent-care spending plans EEO Statement We are committed to Equal Employment Opportunity and affirmative action. We recruit, hire, train and promote persons in all job titles and ensure that all other personnel actions are administered without regard to race, color, religion, sex, sexual orientation, gender identity, military and/or veteran status, or disability in accordance with Executive Order 11246, Section 503 of the Rehabilitation Act of 1973, as amended, and the Vietnam Era Veterans Readjustment Assistance Act of 1974, which require affirmative action to ensure equal opportunity in all aspects of employment. WaFd Bank does not discriminate on the basis of national origin or citizenship status as provided under the Immigration Reform and Control Act of 1986, or any other Federal or State legally‑protected classes. WaFd Bank is committed to providing reasonable accommodations to employees and applicants with disabilities to the full extent required by the Americans with Disabilities Act (ADA). If you feel you need a reasonable accommodation pursuant to the ADA, you are encouraged to contact us at View phone number on click.appcast.io. #J-18808-Ljbffr WaFd Bank
$23 - $31 per hour
...Associate Personal Banker (SAFE) 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 banking needs through in-branch interactions, scheduled...SuggestedHourly payWork experience placementFlexible hours$47.84k - $74.75k
...opportunity to contribute to the company's success. As a Branch Banker within PNC's retail organization, you will be based in... ...Opportunity (EEO)PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age,...SuggestedFull timeTemporary workPart timeWork at office$23 - $31 per hour
...Associate Personal Banker (SAFE) 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 banking needs through in-branch interactions, scheduled...SuggestedHourly payWork experience placementFlexible hours$64.17k - $102.81k
...as well as provides assistance with banking audits as directed by the Team Leader / Manager. Serves as a mentor to fellow Personal Bankers, offering guidance, encouragement and direction as needed. Is called upon to share expertise in the deposit area of the bank...SuggestedWork experience placementH1bWorldwideFlexible hours$250k
## Managing Director, Private Banker, Palo AltoApplylocations: Palo Alto California United Statestime type: Full timeposted on: Posted... ...strong commitment to team success and place team goals above personal achievement.* Work collaboratively with the GMM and other Team...SuggestedFull time- ...The Private Banker Sr. Principal is an internally and externally recognized subject matter expert that influences the way things are... ...Demonstrate strong commitment to team success and place team goals above personal achievement. Encourage team members to work together to...
$28.56 - $37.36 per hour
...Position Summary The Senior Relationship Banker delivers world‑class service in accordance with Fremont Bank standards at every client... ...development activities, including individual and collaborative in‑person business cold calling, as well as applicable community‑based...Work at officeLocal areaFlexible hoursNight shift- ...Fremont Bank in Mountain View, CA is seeking a Senior Relationship Banker who delivers world‑class service and grows both retail and business relationships through referrals and outbound prospecting. The role may include cash handling as needed. You will explain bank...
$50.1k - $82.8k
...requirements 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...Part timeLocal areaImmediate startDay shift- ...Morgan Stanley is seeking a high-potential Private Banker to join the Private Banking Group in guiding Financial Advisors and clients on cash management and lending solutions. You will profile client bases, develop opportunities, and maintain a robust pipeline to meet...
- ...Associate Personal Banker (SAFE)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 banking needs through in-branch interactions, scheduled conversations...Work experience placementFlexible hours
$110k - $185k
...deposits & cash management, annuities, insurance, retirement and trust services. We are seeking a high potential candidate (“Private Bankers” or “PB”) to join our Sales Team in the Private Banking Group. The Private Banker will build Advisor product awareness and...Temporary workWork at office- ...JPMorganChase is seeking a Private Banker for the U.S. Private Bank in the Palo Alto area to advise families on wealth strategies. You will leverage investments, credit and banking knowledge to support current clients and drive new assets. You will work with a local...Local area
- ...Relationship Banker At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel... ...Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial...Immediate startAfternoon shift
- ...Relationship Banker At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel... ...Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial...Immediate startAfternoon shift
$44.3k - $73k
...Personal Banker II - Milpitas Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. General Function The Personal Banker II position will provide...Work at office- ...other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use...Temporary workWork experience placementLocal area
$61.28k - $85.52k
...The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to...Full time$250k
...Personal Banker SAFE Act, Santa Clara Pruneridge Branch The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective...$235k - $390k
DLA Piper is, at its core, bold, exceptional, collaborative and supportive. Our people are the backbone, heart and soul of our firm. Wherever you are in your professional journey, DLA Piper is a place you can engage in meaningful work and grow your career. Let’s see what...Full timeWork at officeRelocationRelocation package$107k - $172k
...Compliance Posters for Job Candidates Please use this link to access documents that provide information about how LinkedIn handles the personal data of employees and job applicants, as well as the E-Verify Participation Notice and the Department of Justice Immigrant and...For contractorsWork at officeFlexible hours- Cathay Bank in Cupertino is seeking a Relationship Banking Officer to manage a retail customer portfolio and drive business development. You will open accounts, cross-sell products, and refer customers to other bank areas while delivering exceptional service. The role ...Weekend work
$25 - $27.88 per hour
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 payWork at officeFlexible hoursShift workWeekend workDay shift- Patient Financial CounselorInsight Global is seeking a fully remote Patient Financial Counselor to support a Healthcare AI client. This is a part-time opportunity working 5–15 hours/week where candidates will leverage their financial counseling and patient access expertise...Part timeRemote work
$165k - $175k
...Wealth Advisor serves as a key relationship manager, ensuring high client retention by meeting all service needs and developing personalized wealth planning strategies. This role involves onboarding new clients through various programs and serving as a secondary advisor...Local areaFlexible hours- Brighton Jones is seeking an Associate Advisor in our Palo Alto office to support wealth management teams and coordinate client service activities. You will handle day-to-day workflows, data entry in Salesforce, and communication with custodians and clients to ensure timely...Work at office
$100k - $250k
...estate, tax, retirement, insurance, investment, and cash flow/capital needs planning analysis Unquestioned commitment to integrity in personal and professional activities Highly motivated with ability to function well in a fast-paced environment Self-starter by nature...$110k - $130k
Role: Senior Financial Analyst Location: Menlo Park, CA Compensation Range: $110,000 - $130,000 About The Job: In this dynamic role, you’ll collaborate with our FP&A team and project management leaders to drive financial strategy and execution. Your keen analysis will ...Work at officeLocal areaRemote work- ...package 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...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours
- ...discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation ~ Desire to provide an outstanding investor experience in additional to furthering your own professional development...Full timeFlexible hours
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