Personal Banker
TradeJobsWorkForce
Personal Bank job responsibilities: Provides exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment.
Follows established policies in accordance with the bank and the supervisor's direction.
Meets monthly new account production goals as assigned by upper management.
Processes deposits and pay out funds in accordance with bank procedures, recording all transactions accurately and balancing each day's operations.
Receives cash and checks for deposit, verifies amounts, and looks for check endorsements.
Examines cash carefully to guard against acceptance of counterfeit checks and identification.
Enters transactions into computer and issues customer receipts.
Sells and prepares money orders, cashier's checks, bank-to-bank wires, savings bonds, travelers' checks, and certificates of deposit.
Processes Western Union wires and cash advances.
Cross-sells bank services and products.
Provides bank services to a diverse customer base.
Performs other tasks as requested by supervisors as they relate to the bank and its functions.
$24 - $34 per hour
...Mechanics Bank is currently searching for a Personal Banker to join our team. Here at Mechanics Bank, we value connection, partnership, long term relationships and working together in person. This role will be working on-site. Responsible for managing customer accounts...SuggestedHourly pay16 hoursWork experience placementWork from homeFlexible hours$24 - $34 per hour
...Personal Banker Mechanics Bank is currently searching for a Personal Banker to join our team. Here at Mechanics Bank, we value connection, partnership, long term relationships and working together in person. This role will be working on-site. Responsible for managing...SuggestedHourly pay16 hoursWork experience placementWork from homeFlexible hours$20 - $27.69 per hour
...Associate Personal Banker (SAFE) Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com....SuggestedWork experience placementWork at officeImmediate start$127.63k - $237.01k
...PRIVATE BANKER WHAT IS THE OPPORTUNITY? Develops and manages client relationships with high- net- worth and ultra-high-net-worth... ...externally through referrals from clients and Center of Influences, personal community involvement, and from internal partners. Profile...SuggestedRemote work$160k - $250k
...Position Title: Private Banker We are partnering with a highly respected financial institution that is expanding its Private Banking team throughout the Western United States. This is an opportunity to work with affluent individuals, business owners, and trusted advisors...Suggested$150k - $230k
Commercial Banking Professional Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace...Work experience placementWork at officeFlexible hours$45.9k - $75.9k
...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...Part timeLocal areaImmediate startDay shift- ...Private Banker We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking...Temporary workWork experience placementLocal area
$47.84k - $56.16k
...At Orange County’s Federal Credit Union (OCFCU), banking is personal—always has been. For more than 85 years, we’ve helped our members... ...meaningful, impactful work every day. As a Relationship/Personal Banker/Member Service Representative (MSR), you’re more than the face...Hourly payFull timeWeekday work$50k - $100k
...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- Bank of America in Lake Forest, CA seeks a customer-focused associate to engage clients in the lobby, educate on self-service options, and process cash transactions. You will build relationships, uncover financial goals, and connect clients to suitable solutions to enhance...Work at office
- 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....Work at officeFlexible hoursShift workWeekend workDay shift
- This role requires candidates who are currently authorized to work in the U.S. without sponsorship, and C2C arrangements are not accepted. This role is onsite in Irvine, CA. Position Summary We are seeking an experienced Finance Consultant to provide corporate...Shift work
$61k - $119k
...your client base by making new connections, maintaining a strong referral network, and providing a great client experienceBuild personalized, holistic financial plans tailored to every client's unique needsManage your client's financial plans to help them achieve their...Full timeContract workFor contractorsWork at office- ...experience is necessary—we provide the tools and resources to help you succeed. What you will receive: Flexible schedule with remote and in-person work options. Full benefits package: health, dental, vision, 401(k), pension, and life insurance. Training stipend and performance-...Remote workFlexible hours
- Job Overview A law firm seeks mid-level to senior-level finance associates with 4-7+ years of experience to join their Financial Practices Group in either San Francisco or Irvine, CA. The ideal candidates will have substantial experience in commercial finance and/or real...
- The Division of Enrollment Management is a key campus thought partner that provides collaborative leadership in university-wide efforts, utilizing systematic, innovative, and synergistic approaches to leverage a data-informed enrollment strategy to improve market distinctiveness...Summer workSeasonal workWork at officeNight shift
- ...opportunities in: San Diego and Irvine, California also New Mexico and Arizona. Our ideal candidate will deliver comprehensive personalized investment solutions to help clients work toward their long‑term financial goals. They should be comfortable creating financial...Contract work
- ...achieve what matters most. Schwab Wealth Advisory is a fee‑based, non‑discretionary investment advisory solution built on trust, personalized service, and a fiduciary commitment to our clients. As a Wealth Advisor , you'll manage ongoing client relationships, deliver...Work at office
- ...deep treasury product knowledge to develop and execute a localized market and product strategy while developing partnerships with Bankers, Client Service, Product Leadership (Core Cash, Card and Commerce Solutions) and Implementation teams. Job Responsibilities...
$120k - $260k
Elevate your career with a company that’s consistently recognized as one of the Top Workplaces. We’re on a mission to empower individuals to take control of their financial future, and we’re looking for driven, coachable professionals to join our high-performing sales ...Daily paidMonday to ThursdayFlexible hoursShift work- ...additional Wealth Advisors, Client Service Specialists, Private Bankers, and Wealth Strategists. We are part of a community bank, and... ...Columbia corporate culture in all actions and words. Takes personal initiative and is a positive example for others to emulate....Immediate start
$90k - $110k
Company Overview Healthpeak Properties is a fully integrated real estate investment trust (REIT) and an S&P 500 company. We specialize in owning, operating, and developing high-quality real estate focused on healthcare discovery and delivery. Our impressive portfolio...Local area- ...U.S. Bank’s Newport Beach location seeks a Relationship Banker to build trusted client relationships and provide banking guidance in person. You will assess clients’ financial needs, present suitable deposit and loan options, and guide customers through digital self-service...
$72.9k - $89.09k
...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... ...—all from Day One. Job Description The Premier Relationship Banker completes all duties of a Relationship Banker; building relationships...Full timeTemporary workLocal area$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$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$90k - $110k
...action items. Handle account administration, includingopening/closing accounts, maintenance, and service-related paperwork. Manage personal workflows and tasks effectively. Compensation and Benefits Salary:$90,000 - $110,000 (dependent on experience) Bonus:Quarterly Net...Full timeWork at officeLocal areaRelocation$99k - $130k
...solutions that will make Anduril successful in the long term Project manage across many stakeholders. If you don’t like being the person leading meetings with large groups of people or managing large Slack channels to wrangle stakeholders towards a solution, this may...Full timeWork experience placementImmediate startAfternoon shift- ...power in partnership. It's how we work - and how we help our clients achieve financial fulfillment. Demand for human-delivered, personalized financial advice has never been greater - and right now, qualified financial advisors are in short supply. If you're a driven professional...Full timeTemporary workFlexible hours
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