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.
$25 - $34 per hour
...delivering quality customer service in a fast paced, exciting and ever-changing environment in the Commercial Servicing Department. The Personal Banker is the first level of contact performing client facing functions for the operations area of the department whose focus is...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- ...We’re always looking for diverse, talented, service-oriented people to join our exceptional team.Personal Banker (Member Service Representative III)The pay range for this position is listed below. Our pay ranges are built to allow for candidates with various levels of...Suggested
$45.9k - $75.9k
...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...SuggestedFull timeContract workPart timeLocal areaImmediate startDay shift$22 - $26 per hour
...About the Role The Personal Banker is responsible for delivering exceptional client experience by adhering to our Breakthrough Client Experience Standards. They will acquire new and expand existing relationships with clients by asking questions to identify needs, offering...SuggestedImmediate start- ...we offer a full range of relationship-focused services to meet personal, business, and wealth‑management financial objectives. Creating... ...N.A. at sunflowerbank.com. Job Type Full-time Position Private Banker at Irvine, CA Summary Responsible for building and enhancing long...Full timeFlexible hours
- ## Senior Personal BankerApplylocations: Newport Beach, CAtime type: Full timeposted on: Posted Todayjob requisition id: R157987**About... ...Team Leader / Manager.* Serves as a mentor to fellow Personal Bankers, offering guidance, encouragement and direction as needed.* Is...Work experience placementWork at officeWorldwideMonday to Friday
$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...$22 - $23.5 per hour
...Next Generation Relationship Banker Being the next generation Relationship Banker at East West Bank means you are part of a world-class team that focuses on delivering a high quality, high-touch, and high-tech relationship banking experience across all customer touchpoints...$22 - $26 per hour
...About the Role:The Personal Banker is responsible for delivering exceptional client experience by adhering to our Breakthrough Client Experience Standards. They will acquire new and expand existing relationships with clients by asking questions to identify needs, offering...Immediate 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 individuals... ...through referrals from clients and Center of Influences, personal community involvement, and from internal partners. Profile...Remote work$190k - $230k
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 culture values each associate’...Work experience placementWork at officeLocal areaFlexible hours- Job Title Wells Fargo is seeking a... Job Description In this role, you will: Participate in soliciting residential mortgages from various sources Produce high quality jumbo loans which are compliant and provide excellent customer service Build relationships...Hourly payMinimum wageWork experience placementWork at officeImmediate start
$22 - $23.5 per hour
...absolute integrity. East West Bank gives people the confidence to reach further. Overview Being the next generation Relationship Banker at East West Bank means you are part of a world-class team that focuses on delivering a high quality, high-touch, and high-tech relationship...$19 - $23 per hour
...Identify sales opportunities to cross‑sell bank products and services to ensure customers’ financial goals are met. Provide quality personalized customer service, maintain frequent customer contact to expand relationships and ensure customer retention. Maintain open...Work experience placement$170k - $225k
...from 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$27.02 - $39.18 per hour
Personal Banker (Member Service Representative III) Pay Range: $27.02 - $39.18 per hour. Scheduled weekly hours: 40. Responsibilities Provide world‑class member service to members visiting branch or service center locations. Provide detailed information and promote credit...Hourly payRemote work- Cash Management & Deposit Sales Officer Immediate opening for a cash management & deposit sales officer with a very successful regional financial institution. Responsibilities: Generates new cash management and deposit business for the bank by following up...Immediate start
- Farmers and Merchants Bank of Long Beach is seeking a Banking Relationship Specialist for their Lake Forest branch. This full-time role centers on customer service, where you'll consult with clients to meet their financial needs, actively cross-sell bank products, and ...Full time
$28.07 per hour
Your Role on the Team The Financial Aid Advisor uses professional financial aid concepts applied to a limited number of financial aid functions. Provides information and interpretation of standard policies, procedures, and regulations. Works independently under general...Hourly paySeasonal workWork at officeNight shift$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...Contract workPart timeLocal areaImmediate startDay shift$25 - $27.88 per hour
Job Description Bank of America is seeking an energetic, client‑focused associate to engage customers in the lobby and assist with transactions using self‑service resources such as mobile banking, online banking, and ATMs. The role includes processing cash transactions...Hourly payShift workWeekend workDay shift$25 - $27.88 per hour
Overview This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable...Hourly payShift workWeekend workDay shift$21.26 - $29 per hour
...About the Role:Relationship Bankers build meaningful, long-term client relationships by exhibiting Breakthrough Client Service Standards... ...a mortgage, otherwise obtain or make a mortgage for another person, represent to the public (through advertising or other means of...Weekend work$50k - $150k
...important financial decisions at every stage of life—from planning for major milestones to preparing for the unexpected. Through personalized strategies, you’ll help clients work toward long‑term goals such as education funding, healthcare and housing needs, and a...Full timeContract workFlexible hours- ...operations teams to ensure timely and accurate execution of client requests. Maintain confidentiality of sensitive client financial and personal information. Contribute to the continued growth and development of the firm and its client service standards. Qualifications and...Immediate start
$61k - $119k
...your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client’s unique needs Manage your client’s financial plans to help them achieve...For contractorsWork at office- ...Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith. Provide personal, actionable and achievable advice and connect clients to Thrivent products and programs. Develop and maintain genuine, long‑term...
- ...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
$51k - $320k
...About Us Are you ready to take the next step in one of the most personally and financially rewarding career paths as a Financial Advisor? Can you be motivated to pursue and build a career where you directly contribute to a clients' financial future that transcends generations...InternshipLocal areaFlexible hours
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