Personal Banker
$22 - $28 per hourColumbia Banking System
About the Role:The Personal Banker is responsible for delivering an exceptional client experience by adhering to the bank’s Breakthrough Client Experience Standards. They will acquire new and expand existing relationships with clients by asking questions to identify needs, offering appropriate products and services, and referring the client to the appropriate business partners within the Bank when needed. Also responsible for uncovering and originating consumer lending and some small business lending opportunities.Provide excellent client service by providing immediate acknowledgement, identifying, and offering appropriate products and services, and responding to inquiries in a timely manner.Engage clients and prospects in client financial review(s) and business financial reviews to provide solutions and uncover additional financial needs.Make recommendations and follow through on commitments to clients.Maintains direct contact with external and internal clients and consistently provides proactive solutions and problem resolutions in alignment with the bank’s Breakthrough Client Service Standards.Opens Consumer and Business accounts for existing and new clients.Originates Consumer loans independently and accurately.Originates business loans independently or with minimal assistance.Acts as a resource to the Teller by contributing to the team environment and filling in on teller functions (including cash transactions) when needed.Supports the branch goal of identifying and referring a wide range of bank products and services to the appropriate internal business partners.About You:High School Diploma or GED, required.1 year of Teller or other banking experience required.In-depth knowledge of Consumer products and services.Demonstrated proficiency in consumer lending.Ability to accurately handle cash, balance accounts and drawers, and perform accurate calculations.Proficient in expanding the client relationship with emphasis on creating new relationships and expanding existing relationships utilizing a personal and business bio and rapport with customers.Ability to obtain a Nationwide Multistate Licensing and Registry (NMLS) within 60 days required.Be a part of a bank that invests in you!Competitive Incentive Plan: Earn rewards that match your efforts.Professional Development: Grow your skills with our tailored premier banker programs.Career Growth: Clear paths to achieve your professional goals.The pay range for this role is $22 - $28.The pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation, and those details will be provided during the recruitment process.Primary Location: Ability to work fully onsite at posted location(s).2010 Main Street, Suite 150 Irvine CA 92614Our Benefits:We are proud to offer a competitive total rewards package including base wages and comprehensive benefits.We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.Our Commitment to Diversity:Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: View email address on click.appcast.io .To Staffing and Recruiting Agencies:Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team. #J-18808-Ljbffr
$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 start- ...Citigroup's Irvine, CA location seeks an entry-level Personal Banker to support sales and service with the customer service team. The role aims to foster customer relationships and loyalty while increasing sales to individual clients. Responsibilities include handling...Suggested
- ...Sr. Personal Banker Mechanics Bank is currently searching for a Sr. Personal Banker to join our team. Here at Mechanics Bank, we value connection, partnership, long term relationships and working together in person. This role will be working on-site in the Commercial...SuggestedHourly pay16 hoursWork from homeFlexible hours
$50k - $100k
...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...SuggestedContract workPart timeLocal areaImmediate startDay shift- Job Title Wells Fargo is seeking a... About This Role 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...SuggestedHourly payMinimum wageWork experience placementWork at officeImmediate start
$58.19k - $81.21k
...The Citigroup Personal Banker SAFE Act is an entry-level role focused on assisting in the execution of sales, service activities, and helping to grow relationships with individual consumer clients in Mission Viejo, CA. This position supports the customer service team,...$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...$127.63k - $237.01k
...PRIVATE BANKER WHAT IS THE OPPORTUNITY? Develops and manages client relationships with high- net- worth and ultra- high-net-worth... ...through referrals from clients and Center of Influences, personal community involvement, and from internal partners. Profile across...Remote work- ...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
- ...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
- Citi is seeking an entry-level Personal Banker SAFE Act in Huntington Beach, CA to assist in the execution of sales and service activities, fostering customer loyalty and growing consumer relationships. The role collaborates with the customer service team to cross-sell...Full time
- Citigroup is hiring an entry-level Personal Banker in Huntington Beach, CA. The role supports sales and service activities in coordination with the customer service team to foster customer loyalty and grow the consumer client base. The position involves assisting with small...
- BMO Financial Group in California is seeking a customer-focused advisor to deliver tailored financial solutions and strong service. You will engage customers, assess needs, and guide them through everyday banking, retail investments, lending, and home financing, including...
$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’s...Work experience placementWork at officeFlexible hours- U.S. Bank in Costa Mesa, CA is seeking a Relationship Banker to build trusted customer relationships by meeting face-to-face, assessing needs, and guiding financial solutions. You will open accounts, process transactions, and promote digital products to enhance the client...
- JPMorgan Chase & Co. in Irvine, CA is seeking a Private Banker to advise families on wealth building and management. You will leverage investments, credit, and banking expertise to serve a high-net-worth client base and help expand the customer footprint within the U.S...Local area
- ...Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment... ...all while ranking first in customer satisfaction. Our business bankers work in the Consumer Bank to provide financial solutions to small...
- Bank of America in Newport Beach, CA is hiring a client-focused Banking Specialist to uncover personal and small business needs and connect clients with the right banking solutions. You will handle in‑person and inbound inquiries, balance service requests with transactions...
$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$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$24 - $30 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- Bank of America in Lake Forest, CA seeks a customer-focused associate to engage clients in the lobby, educate on self-service options, and process cash transactions. You will build relationships, uncover financial goals, and connect clients to suitable solutions to enhance...Work at office
$65.7k
...across multiple delivery methods for a diverse array of audiences and audience sizes. ~ Skill to communicate effectively both in person and on the phone, to staff, faculty, students, and members of the community. ~ Skill to compose and edit written and analytical reports...Seasonal workWork at officeLocal areaNight shift- ...additional Wealth Advisors, Client Service Specialists, Private Bankers, and Wealth Strategists. We are part of a community bank, and... ...the Columbia corporate culture in all actions and words.Takes personal initiative and is a positive example for others to emulate.Embraces...Immediate start
- ...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...
$150k - $250k
...are welcome to apply) Financial Representatives at Northwestern Mutual help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with...Work experience placement- Northwestern Mutual is offering an internship for College Financial Representatives in Irvine, California. This role provides students with the opportunity to build an integrated financial planning practice while gaining experience in networking, business strategy development...Full timeInternship
$90k - $110k
Finance AssociateCompany Overview Healthpeak Properties is a fully integrated real estate investment trust (REIT) and an S&P 500 company. We specialize in owning, operating, and developing high-quality real estate focused on healthcare discovery and delivery. Our impressive...- Who We Are Founded in 1965, Founded in 1965, UC Irvine is a member of the prestigious Association of American Universities and is ranked among the nation’s top 10 public universities by U.S. News & World Report. The campus has produced five Nobel laureates and is known...Work at officeLocal area
$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 timeFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Personal Banker. Be the first to apply!
- personal banker Irvine, CA
- private banker Irvine, CA
- personal loan specialist Irvine, CA
- entry level personal training Irvine, CA
- personal training part time Irvine, CA
- personal security Irvine, CA
- personal injury legal assistant Irvine, CA
- personal injury paralegal Irvine, CA
- personal caregiver Irvine, CA
- attorney personal injury Irvine, CA



