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.
$22 - $26 per hour
...Personal BankerThe 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$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$43.68k - $69.9k
...Discover a career in banking at Fifth Third Bank. General Function: Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on-boarding and education program that includes rotations in operations and Sales & Service. There...SuggestedWork experience placementWork at office$250k
...The Private Banker Func Group Mgr manages a team of senior professionals. The job requires a broad and comprehensive understanding of... ...Demonstrate strong commitment to team success and place team goals above personal achievement. Encourage team members to work together to...SuggestedFull time$250k
## Managing Director, Private Banker, Orange CountyApplylocations: Costa Mesa California United Statestime type: Full timeposted on:... ...Demonstrate strong commitment to team success and place team goals above personal achievement.* Work collaboratively with the GMM and other Team...SuggestedFull time- ...leading financial services firm dedicated to helping clients achieve their financial goals through personalized service and innovative technology. The Associate Banker role focuses on welcoming clients, understanding their needs, and delivering trusted guidance. You will...
$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...Part timeLocal areaImmediate startDay shift$23 - $25 per hour
...Relationship/Personal Banker/Member Service RepresentativeAt Orange County's Federal Credit Union (OCFCU), banking is personal—always has been. For more than 85 years, we've helped our members reach life's milestones by building real relationships, not pushing transactions...Hourly pay- Bank of America in the United States (California) seeks a customer service oriented banking professional to engage clients in the lobby, educate on self‑service channels, and process cash transactions accurately. You will build relationships, connect clients to financial...
$22 - $23.5 per hour
...Next Generation Relationship BankerBeing 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...$132.5k - $205k
...we offer a full range of relationship-focused services to meet personal, business, and wealth-management financial objectives. Creating... ...motivated individual to fill the position of a full-time Private Banker at our Irvine, CA Location. The salary range for...Full timeFlexible hours- ...for over 75 years. With 3,000 dealerships and over $15B in commitments, Commercial Auto has the industry experience and dedicated, personal attention to create unique financing structures to support dealers through business cycles, innovation, and evolving needs. In...Ongoing contractFull timeWork experience placementImmediate start
$37 - $65.5 per hour
...About this role: Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) to play a pivotal role within our National Branch... ...coordinating warm introductions, setting clear expectations, and taking personal ownership to convert qualified opportunities into closed...Temporary workWork experience placementImmediate start- ...reports 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...Work experience placementH1bWork at officeWorldwideMonday to FridayFlexible hours
- ...TwinThread is seeking a Private Banker for its U.S. Private Bank division in Irvine, CA. The role focuses on maintaining client relationships, advising on wealth management, and achieving new client acquisition goals. Candidates should have over six years of experience...
- Job TitleWells Fargo is seeking a...Job DescriptionIn this role, you will:Participate in soliciting residential mortgages from various sourcesProduce high quality jumbo loans which are compliant and provide excellent customer serviceBuild relationships focused on affluent...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...$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...Remote work- Bank of America is hiring for a front-line client associate to engage customers in the lobby, educate them on self-service banking, and process cash transactions. You will build relationships to understand financial needs and connect clients with appropriate solutions....Work at office
$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...Work experience placementH1bWork at officeWorldwideMonday to FridayFlexible hours$190k - $230k
Commercial Lending 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 ...Work experience placementWork at officeFlexible hours$19 - $23 per hour
...Relationship Banker I or II (Manufacturing) People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work... ...to ensure customers' financial goals are met. Provide quality personalized customer service, maintain frequent customer contact to expand...Full timeWork experience placementFlexible hours$19 - $23 per hour
...Relationship Banker I (PT) (Manufacturing) People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work... ...to ensure customers' financial goals are met. Provide quality personalized customer service, maintain frequent customer contact to expand...Work experience placement$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...- ...Northern Trust in Newport Beach, CA is seeking a Personal Banker to support client accounts, process wires and transfers, open and close accounts, and maintain accurate records. The successful candidate will work in-office, collaborate with relationship management and...Work at office
$250k
...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$43.68k - $69.9k
...Personal Banker I 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. The Personal Banker I position will provide an exceptional customer experience...Work at office- ...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
$43.68k - $69.9k
...Personal Banker I 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. The Personal Banker I position will provide an exceptional customer experience...Work at office- ...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
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