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 1 day ago
Similar jobs that could be interesting for youBased on the Personal Banker in Fresno, CA vacancy
- ...Ask personalized questions to convert transactions, account maintenance, and routine service requests into cross-sell conversations Deepen client relationships while meeting customer needs Create sales opportunities by calling leads Visit businesses to offer workplace...SuggestedAfternoon shift
Jobtailor
Fresno, CA23 hours ago $24 - $25 per hour
...Personal Bankers at UMB are experts at building customer relationships and recommending and selling products and services. Personal Bankers use their product knowledge and every interaction to identify needs and offer financial solutions to help customers secure their...SuggestedLocal areaFlexible hoursAfternoon shiftUMB Bank
Fresno, CA23 hours ago- ...Ask personalized questions to convert transactions, account maintenance, and routine service requests into cross-sell conversations Deepen client relationships while meeting customer needs Create sales opportunities by calling leads Visit businesses to offer workplace...SuggestedAfternoon shift
Jobtailor
Fresno, CA1 day ago $24 - $25 per hour
...Personal Banker Personal Bankers at UMB are experts at building customer relationships and recommending and selling products and services. Personal Bankers use their product knowledge and every interaction to identify needs and offer financial solutions to help customers...SuggestedLocal areaFlexible hoursAfternoon shiftUMB
Fresno, CA1 day ago- Jobtailor in Fresno, CA is seeking a customer-focused banking professional to convert transactions, maintain accounts, and drive cross-sell conversations while building strong client relationships. Responsibilities include visiting businesses for workplace banking, creating...SuggestedWeekend work
Jobtailor
Fresno, CA1 day ago $54.1k - $75.5k
...Citigroup Inc. is hiring a Personal Banker SAFE Act in Clovis, California, responsible for sales and customer service activities. The role requires fostering client relations to drive sales growth. Candidates should have a Bachelor's degree and 0-2 years of experience...Citigroup Inc
Clovis, CA4 days ago$21 - $30 per hour
...of best workplaces “to grow your career” in the U.S. Join us! About this role: Wells Fargo is seeking a Roving Associate Personal Banker (SAFE) to join our National Branch Network. In this front‑line role, you will provide support across multiple branch locations...Full timeWork experience placementFlexible hoursWells Fargo
Fresno, CA4 days ago$145k - $225k
...enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes...Full timeLocal area- Engaging clients in the lobby to educate and assist with transactions Processing cash transactions for clients as needed Having deep conversations with clients about financial and life priorities Connecting clients to solutions that meet their financial goals Following...Weekend work
Jobtailor
Clovis, CA3 days ago - ...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
$25 - $26.77 per hour
Bank Of America Job Opportunity 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...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift$28.85 - $33.65 per hour
...Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be...Hourly payFull timeWork at officeImmediate startMonday to FridayFlexible hoursRotating shiftDay shift$25.49 - $31.15 per hour
...Description Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting a digital first mindset. Strong client...Temporary workLocal area$50k
...engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help clients achieve their goals. Oversee branch processes, roles, and responsibilities to...Work at officeWork from homeHome officeFlexible hoursEdward Jones
Fresno, CA2 days ago- Maverick Trading in Fresno, CA is seeking a breakout equity trader who will focus on US equities meeting liquidity and base-pattern criteria. You will trade mid-cap and large-cap names with clean weekly bases and ETFs for breakout opportunities, relying on discipline and...
Maverick Trading
Fresno, CA2 days ago - Maverick Trading in Fresno, CA is seeking a mean-reversion equity trader responsible for taking positions against short-term extremes in US equities and ETFs with liquid names. The role centers on rule-based, disciplined trading that aims to capture mean-reversion opportunities...Temporary work
Maverick Trading
Fresno, CA1 day ago - Cardinal Health is seeking a Revenue Cycle Leader to oversee patient financial counseling, front-end verification, and denial management across oncology sites. You will mentor a team of financial counselors, integrate financial assistance programs, and partner with care...
Hobbsnews
Fresno, CA4 days ago - ...being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive. **Benefit Offerings Include:***...Local areaImmediate startRemote workRelocation
Corebridge Financial, Inc.
Fresno, CA4 days ago - ...Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be...Work at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
Bank of America Corporation
Fresno, CA6 days ago $50k
...at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their...Work at officeLocal areaImmediate startWork from homeVisa sponsorshipFlexible hoursLoper District - Northwestern Mutual
Fresno, CAa month ago$58.44k - $93.5k
This position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military installations. Services include...Full timeContract workTemporary workWork experience placementWork at officeMagellan Health
Fresno, CA2 days ago- Maverick Trading in Fresno, CA seeks an options income trader who generates cash flow by selling premium within a defined-risk framework. This role emphasizes probability, expected value, and disciplined rules over individual bets, not naked selling. You’ll trade credit...Remote work
Maverick Trading
Fresno, CA1 day ago $64k - $148k
**Only candidates currently residing in the greater Fresno area will be considered for this role** Financial Advisor Trainees at Northwestern Mutual come from diverse professional backgrounds including business development, management, athletics, agriculture, education,...TraineeshipNorthwestern Mutual
Fresno, CA11 hours ago$60k - $75k
...future. The Financial Advisor will work closely with clients to understand their goals, evaluate financial needs, and deliver personalized planning and investment guidance. This role offers a supportive team environment, access to professional tools and resources,...Base plus commissionFull timeAppleOne Employment Services
Fresno, CA6 days ago- A leading financial services firm is seeking a Financial Advisor to engage with clients on their financial planning needs. You will utilize provided resources and technology to enhance your operations while collaborating with your team. The ideal candidate has a strong ...Remote work
Corebridge Financial, Inc.
Fresno, CA4 days ago $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 hoursNorthwestern Mutual
Fresno, CA1 day ago- IntroductionAt Gallagher Benefit Services, you’re a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive. Whether it’s shaping benefit...Work at officeLocal area
$20 - $23 per hour
...accounts function of the Business Financial Center, identifies sales opportunities, makes appropriate referrals and meets or exceeds personal sales goals and achieves banks cross-sales goals. The Financial Sales Representative is responsible for retaining and...Hourly pay- ...Excellent verbal, written, and interpersonal skills, with experience effectively working and communicating with internal partners both in person and remotely Microsoft Office skills, including using Excel for financial analysis and projection modeling Job Expectations:Ability...Full timeWork experience placementWork at officeRemote work
$37.13k - $61.88k
...culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Regional Banker/Teller within PNC's Retail organization, you will be based in Central Valley Region. PNC is an in-office company that fosters a...Temporary workWork experience placementWork at officePNC Financial Services Group
Fresno, CA23 hours ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Personal Banker. Be the first to apply!
