Personal Banker & Financial Guidance Specialist
Firefighters First Credit Union
Firefighters First Federal Credit Union is seeking a Personal Banker in Santa Clarita, CA. The role focuses on establishing new member relationships and delivering a full-service banking experience at the Santa Clarita branch. Qualified candidates have at least 2 years of experience as a personal banker, experience with consumer loans, accounts, and teller transactions, and a strong commitment to community service. We offer a competitive salary and comprehensive benefits. #J-18808-Ljbffr Firefighters First Credit Union
$250k
The Personal Banker SAFE Act is an entry level position responsible for the assistance in the... ...and other branch staff with coaching and guidance on products and special programs,... ...opportunities, and present product offers/financial solutions Understand and comply with Citibank...SuggestedFull time$43.68k - $69.9k
...candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on-... ...job family. The Personal Banker I is a Financial Center position focused on using the consultative... ...by the Financial Center P&L. Provide guidance to CSRs with respect to the sales and...SuggestedWork experience placementWork at office- ...candidates are intended to become a Retail Personal Banker II after completing a 4-8 week on-... ...Use the consultative sales process and Financial Needs Assessment to build a thorough customer... ...by the Financial Center P&L. Provide guidance to CSRs with respect to the sales and...SuggestedWork experience placementWork at office
- ...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...Suggested
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial... ...culture to ensure that you experience personal and professional growth in this program....SuggestedFull timeInternshipLocal areaFlexible hours$24 - $27 per hour
...across the U.S. and Asia, we are the premier financial bridge between the East and West. Our... ...the next generation Senior Relationship Banker at East West Bank means you are part of... ...with clients Mentor, coach and provide guidance to employees to achieve sales and...- ...02, we have grown to meet the expanding financial needs of the communities we serve. Recognized... ...banks in the country! Our Fidelity Bankers work to provide clients with the very best... ...more in-depth consultative discussion. Personal Bankers assist clients with a variety of...Local area
- Citi is hiring an entry-level Personal Banker in Rolling Hills Estates, CA. You will assist in sales, products, and service activities in coordination with customer service to build customer loyalty and grow sales to individual consumers. Responsibilities include handling...
- U.S. Bank is recruiting a Relationship Banker to build and deepen relationships with customers by meeting face to face and providing tailored financial guidance. You will assess banking needs, educate clients on products, and process basic transactions while developing...
$23 - $31 per hour
...Associate Personal Banker (SAFE) Wells Fargo is seeking an Associate Personal Banker (SAFE... ...with growth. As a member of a leading financial institution, this role provides a... ...handoffs to licensed bankers or other specialists, ensuring customers are connected to the...Work experience placementFlexible hours$50k - $100k
...building something new. This Relationship Banker requisition supports our De Novo... ...customer needs and provides advice and guidance regarding financial solutions that are in the best... ...guidelines. Makes credit recommendations for personal lending transactions, including home...Contract workPart timeLocal areaImmediate startDay shift- U.S. Bank in Tahoe City, CA seeks a Relationship Banker to build strong client relationships, open accounts, and advise on banking solutions... .... The role emphasizes proactive outreach, digital product guidance, and accurate processing of customer needs. You will greet...
- Fifth Third Bank in Capitola, California, seeks a Retail Personal Banker I to participate in a 4-8 week onboarding and education program. The role focuses on helping customers with financial needs through consultative sales, cross-selling, and relationship building, while...
- Citigroup Inc. is hiring an entry-level Personal Banker SAFE Act in Rowland Heights, California. The role supports sales, products and service activities with the customer service team to build loyalty and increase sales to individual consumer clients. Responsibilities...
- Citigroup Inc. seeks an entry-level Personal Banker SAFE Act in Rowland Heights, CA to support sales, service and product delivery in coordination with the customer service team. The role focuses on building customer relationships, assisting with small business and consumer...
- Civista Bank Description: Position Purpose: A Personal Banker (PB) is responsible for maintaining and building customer relationships by creating... .... The PB demonstrates Civista Bank's mission to improve the financial lives of our employees and shareholders, to make a difference...Part time
- Fidelity Bank Peckville Branch is seeking a motivated Personal Banker to support customer sales and service at the branch. You will assist customers with transactions, coordinate work within the branch, and communicate across departments to ensure smooth operations. The...
- U.S. Bank is seeking Relationship Bankers to build strong client relationships by meeting... ...banking needs, and recommending financial solutions. The role includes originating... ...and business clients with digital product guidance. You will educate clients on deposit and...
- Fifth Third Bank is offering a structured program to become a Retail Personal Banker II after completing a 4-8 week onboarding with rotations in Operations and Sales & Service. The role focuses on sales development, deposits and loans, and building long-term customer relationships...
- Citi in Rowland Heights, California is seeking an entry-level Personal Banker SAFE Act to assist in sales and service activities in coordination with the customer service team. The role aims to foster customer relationships, build loyalty, and increase sales to individual...
- Civista Bank in California is seeking a personable Personal Banker to build relationships, assess customer needs, and guide customers to products and services. The role emphasizes delivering an exceptional customer experience daily and growing the branch through proactive...
$65.6k - $72.88k
...for an accommodation or an alternative application process. Personal Banker - Santa Clarita, CA Santa Clarita RO Regular Full-Time Valencia... .... Our commitment to providing our members with exceptional financial products and services, along with our legendary service, has...Full timeTemporary workLocal areaImmediate start- ...in Sacramento seeks an Associate Accounting Analyst to perform highly complex fiscal activities, daily draws, reconciliations, and financial reporting for over ten grants. The role may act as Lead in the unit, contributing to accurate and timely financial operations....Remote work
- Sacramento State is seeking a Financial Aid Analyst to provide professional student services, review documentation for federal and state financial aid, and apply Title IV rules to determine eligibility. The role requires handling sensitive information with FERPA compliance...
$156.53k - $208.7k
...Business Banker Forever Strong. What sets First Citizens apart... ...community to help them meet their financial goals. Business Bankers... ...provide the relevant financial guidance needed to drive informed... ...regulatory and legal aspects of personal interactions, customer transactions...Work at officeImmediate start- What you’ll do: As the personal coach to our Nation’s military families, you will focus on financial plans that are constantly evolving to pursue short-term and long-term financial goals. You will provide guidance to military families on managing day-to-day finances,...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
- About the job Financial Consultant (Remote) Empower Your Family’s Future with a Flexible... ..., Canada, Mexico, and beyond, we offer personalized financial solutions that make a real difference... ...the trusted advisor they turn to for guidance. Confident Communication: Present clear...Remote jobExtra incomeImmediate startWork from homeFlexible hours
- Position Overview The Financial Aid Advisor guides students and their influencers through... ...to develop new skills Follow structured guidance to complete assigned work Builds strong... ...safety precautions including the use of personal-protective equipment. Employees must also...Immediate startFlexible hours
$26 - $30.55 per hour
POSITION TITLE: Financial Counselor REPORTS TO (TITLE): Business Office Manager PAY SCALE:... ...communication, and proactive financial guidance, you’ll help reduce billing issues, improve... ...or their families to gather essential personal and insurance information. Arrange and coordinate...Full timeTemporary workWork at officeFlexible hours$22 - $28 per hour
...About the Role:Relationship Bankers build meaningful, long-term client relationships by... ...solutions to help clients achieve their financial goals. This includes offering sound financial... ...obtain or make a mortgage for another person, represent to the public (through...Weekend work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Personal Banker & Financial Guidance Specialist. Be the first to apply!
- personal banker Sacramento, CA
- private mortgage banker Sacramento, CA
- private banker Sacramento, CA
- financial crimes specialist Sacramento, CA
- finance specialist Sacramento, CA
- financial management specialist Sacramento, CA
- personal companion Sacramento, CA
- entry level personal training Sacramento, CA
- personal training part time Sacramento, CA
- personal computer support technician Sacramento, CA


