Personal Banker
Babich & Associates
Our customer is seeking a motivated Personal Banker to provide excellent customer service, process commercial and consumer transactions, onboard new accounts, and establish lasting relationships with clients. This role involves managing the full cycle of new account creation, from initial contact through to onboarding and beyond, ensuring a seamless experience for each new customer. You will also work the teller line and complete wire and other transfers. Experience: 2-4 years in banking personal banking role with some teller experience. Skills Excellent communication and interpersonal skills. Excellent accuracy, organization and attention to detail. Detail-oriented with the ability to manage multiple tasks simultaneously. Proficiency in MS Word, MS Excel and MS Teams. Please call if you have questions: Sharon Leposki at View phone number on click.appcast.io or submit your resume. #J-18808-Ljbffr
- ## Personal BankerApplylocations: TX - Bellvilletime type: Full timeposted on: Posted Todayjob requisition id: R224686# **Position Overview... ...to contribute to the company’s success. As a(n) Personal Banker within PNC's Bellville Branch, you will be based in Bellville,...SuggestedFull timeTemporary workPart timeWork experience placementWork at officeShift work
- ...truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. Position Summary The Personal Banker is responsible for providing support and coverage to branch banking team members and building and maintaining relationships...SuggestedHourly payFull timeContract workWork at officeShift work
- ...their financial success. Follow established policies in accordance with the bank and the supervisor’s direction. Accountable for the personal achievement of monthly new account production as assigned by upper management. Participate in an active sales environment that may...SuggestedWork experience placementWork at officeFlexible hoursAfternoon shift
- ...direction Evaluate customer relationships, new and existing account holders, to offer bank products and services Accountable for the personal achievement of monthly new account production as assigned by upper management Participate in an active sales environment that may...SuggestedWork at officeFlexible hoursAfternoon shift
- ## Relationship Banker IApplylocations: Horseshoe Bay, TXtime type: Full timeposted on: Posted Yesterdayjob requisition id: R 06706... ...learning mindset?* Do you revel at the opportunity to provide personalized service that creates customer loyalty?* Are you addicted to a...SuggestedTemporary workShift work
- Position Overview Bank of America is seeking a client service associate to engage guests in the lobby, educate and assist with transactions via mobile, online banking or ATMs. Candidates will train at a financial center and may relocate within a reasonable commuting distance...RelocationShift workWeekend workDay shift
- ## Relationship Banker IApplylocations: Comanche, TXtime type: Full timeposted on: Posted Yesterdayjob requisition id: R115073## It's fun... ...that individual goals are met through required levels of in person and outbound calling activities that provide an opportunity for...Night shift
- ...PNC is looking for a Personal Banker for their Montgomery Branch in Texas. The role focuses on enhancing customer experience and driving sales through effective community engagement and proactive banking solutions. Successful candidates will have a strong banking foundation...
- ...Huntington Bank in Horseshoe Bay, TX, is seeking a Financial Relationship Banker to help retain and grow consumer and business relationships by identifying financial goals and recommending deposit, loan, and other banking products and services. The role emphasizes delivering...
- ...Client Relationship Representative (Universal Banker) Job Category : Branch Banking Requisition Number : CLIEN012644 Posted : July 2... ...upon a meaningful customer service experience while exceeding personal production goals. As part of this role you will: Customer Experience...Full timeFlexible hoursNight shift
$225k - $420k
...volume across sponsor finance, special situations, and cross-border angles, not one narrow lane Multiple office options, with an in-person expectation Base range at $225,000 to $420,000 If you are a 3–5 year finance associate who wants heavier private credit reps and...Work at office- Launch your financial services career with an organization that positively impacts thousands of families and communities each year . Modern Woodmen of America is a fraternal financial services organization built to help families throughout life. Together with our members...Local area
- ...for providing a consistent positive and professional customer service experience demonstrating a high level of sales proficiency in person and on the phone. This individual engages in and develops relationships with both customers and other internal bank personnel. They...Work at office
- If you’re a top-performing sales rep, you already know the reality of most industries: Income ceilings are real Compensation plans change without warning Promotions are limited Your success is tied to someone else’s system And no matter how hard you work… you’re still ...
- CORDA Investment Management in Wisconsin seeks a Financial Advisor to work directly with high-net-worth clients. The role focuses on building trust and delivering investment guidance through collaboration with internal teams. Applicants should possess a Series 65 or a ...
$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...Work at office- Company Overview CORDA Investment Management, LLC is a client-centered wealth management firm serving high-net-worth individuals and families. We bring together investment management, financial planning, and tax strategy in one integrated, proactive approach. Registered...Work at office
- At Nicolet National Bank, our culture is based on the principles of community banking, putting the needs of our customers at the forefront of our decision-making. Our Core Values drive everything we do, and we are committed to serving our customers with excellence. We ...Bank staffWork at officeLocal area
- ...The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. Responsibilities Provide...
- ...for a Financial Advisor, based in Texas or Oklahoma. Key responsibilities include assessing clients' financial needs, developing personalized financial strategies, and offering guidance on investments, retirement planning, and insurance. The Financial Advisor will build...Full time
$85k - $145k
...experience Certifications Certified Financial Planner (CFP) designation; additional certifications Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC) would be considered...Temporary workWork at officeLocal areaMonday to FridayFlexible hours$1,000 per month
...collaborate with experts in our business. In fact, you’ll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full‑time Financial...Full timeInternshipLocal areaFlexible hours- ...knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people’s success — today and tomorrow. While we are rooted in core financial products, we are differentiated by...Work at officeImmediate startDay shift
$80k - $90k
...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory...Interim roleWork at officeLocal areaImmediate startShift workDay shift$75k - $80k
...our team! The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients' goals and aspirations. The position involves partnering closely with Wealth...Work at officeLocal areaRemote work2 days per week$60k - $110k
Job Description CornerStone Professional Placement is seeking a Financial Planner for a highly regarded client in Frisco, Texas. As the Financial Planner , you will join the Planning Department responsible for financial analysis and tax planning, and work with internal...Temporary work- ...State Bank, a branch of One Community Bank in Schofield, WI is seeking a dynamic individual to join our team as a full-time Universal Banker. This position offers an exciting chance to work onsite in a professional and forward-thinking environment, where you can truly...Full timePart timeWork at officeMonday to Friday
- ...dedicated to bringing financial peace of mind to communities, one person at a time. Whether a customer wants to grow their business, buy... ...of the banking center. Serve as both a Teller and Personal Banker to support customer and team needs. Responsibilities Responsible...Work at officeRemote workFlexible hours
$50 - $60 per hour
DataAnnotation is seeking a VC Associate to help train AI models related to financial principles and decision-making. The role involves improving AI Assistant responses to complex financial queries and evaluating the models' performance. Ideal candidates will have advanced...Hourly payContract workRemote workFlexible hours- Warren Recruiting, a leading legal recruitment firm, is currently seeking a highly motivated Real Estate Finance associate to join the Dallas office of a prestigious law firm. The ideal candidate for this exciting opportunity should have at least 3-5 years of experience...Work at officeRelocation
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