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.
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Personal Banker in Irvine, CA vacancy
$22 - $26 per hour
...Irvine, California Full time JR103089 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...SuggestedFull timeLocal areaImmediate startColumbia Bank (WA, OR & ID)
Irvine, CA4 days ago$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 startColumbia Bank (WA, OR & ID)
Irvine, CA3 days ago$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.In this...SuggestedWork experience placementWork at officeImmediate startWells Fargo
Irvine, CA3 days ago$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$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 timeCitibank (Switzerland) AG
Costa Mesa, CA2 days ago$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...Full timeCitigroup Inc.
Costa Mesa, CA3 days ago$25 - $26.77 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 shiftNational Black MBA Association
Tustin, CA4 days ago- ...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...
Fairygodboss
Irvine, CA2 days ago $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 shiftBmo
Irvine, CA5 days ago$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...East West Bank
Irvine, CA5 days ago$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 payOrange County's Credit Union
Irvine, CA3 days ago- ...consistent with Credit Union standards; resolve member complaints quickly and accurately; responds to member inquiries on the phone and in person.Provides timely closing of loans through consistent follow-up of loan approvals.Directly responds to members inquiries timely and...Hourly payWork at office
California Credit Union
Foothill Ranch, CA3 days ago $132.5k - $205k
...we offer a full range of relationship-focused services to meet personal, business, and wealth‑management financial objectives. Creating... ...with our team. Location Irvine, CA. Position Summary The Private Banker is responsible for building and enhancing long‑term client...Flexible hoursSunflower Bank, N.A.
Irvine, CA1 day ago- ...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...
Aumni
Irvine, CA4 days ago $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 workCity National Bank
Irvine, CA1 day ago$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 hoursNorthern Trust
Newport Coast, CA5 days ago$160k - $250k
...for a high-performing individual who excels in building and maintaining relationships with clients and referral sources. The Private Banker will engage in business trust and estate planning, as well as manage loans and treasury management needs. This position emphasizes...Boutique Recruiting
Irvine, CA2 days ago- ...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
Northern Trust
Newport Beach, CA4 days ago - Bank of America is hiring in California to engage clients in the lobby, educate on self-service options, and process cash transactions efficiently. The role focuses on understanding client financial goals and connecting them to suitable solutions, while upholding risk ...
Bank of America
Orange, CA1 day ago - About this role: Wells Fargo is seeking a... 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 focused...Hourly payMinimum wageWork experience placementWork at officeImmediate start
Wells Fargo
Irvine, CA3 days ago - ...consistent with Credit Union standards; resolve member complaints quickly and accurately; responds to member inquiries on the phone and in person. Provides timely closing of loans through consistent follow‑up of loan approvals. Directly responds to member’s inquiries timely...Work at office
California Credit Union
Santa Ana, CA4 days ago - ...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
$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 shiftBank of Montreal
Irvine, CA2 days ago$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...Unavailable
Irvine, CA2 days ago$150k - $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 hoursZions Bancorporation
Tustin, CA3 days ago- 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
Bank of America
Costa Mesa, CA5 days ago $170k - $225k
...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 areaJPMorgan Chase Bank, N.A.
Irvine, CA2 days ago$129k - $238k
...comprehensive financial advice and planning. Develop new relationships through referrals from clients and Center of Influences, personal community involvement and from internal partners. Profile the full spectrum of needs of Private Bank target clients and provide...Immediate start$22.36 - $33.51 per hour
...Relationship Banker (SAFE) Wells Fargo is seeking a Relationship 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. Upon required...Ongoing contractTemporary workWork experience placementWork at officeImmediate start$43.68k - $69.9k
Fifth Third Bank is seeking a Personal Banker I in Newport Beach, California. The role involves creating exceptional customer experiences by building relationships, processing transactions, and providing tailored financial solutions. A high school diploma or GED along with...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Personal Banker. Be the first to apply!
Related searches
- personal banker Irvine, CA
- private mortgage banker Irvine, CA
- private banker Irvine, CA
- personal injury legal assistant Irvine, CA
- entry level personal training Irvine, CA
- personal training Irvine, CA
- attorney personal injury Irvine, CA
- personal training part time Irvine, CA
- personal caregiver Irvine, CA
- personal injury paralegal Irvine, CA