Personal Banker
Jobtailor
Build lasting customer relationships through proactive, meaningful conversations that support financial well-being and deepen engagement Lead discovery-driven conversations to understand customer needs and connect them with relevant banking products, services, and solutions Drive branch growth by identifying opportunities, promoting solutions, and making appropriate referrals Support everyday banking needs, including new account openings, service requests, and credit applications Perform cash handling and teller line activities while accurately processing transactions and maintaining compliance Use and adopt digital tools and technologies to enhance the customer experience Deliver accurate, compliant service within defined risk controls Collaborate with branch teammates to coordinate handoffs to licensed bankers and specialists Support branch operations by flexing between cash handling and customer banking activities Work a schedule that includes Saturdays Requirements 6+ months of interacting with customers experience, or equivalent demonstrated through work experience, training, military experience, or education Prior financial services or highly regulated customer-facing experience desired Experience building trust-based customer relationships desired Comfort initiating outreach through calls, emails, or other channels desired Comfort with digital tools and technology, and ability to learn new systems desired Ability to identify customer needs and connect them to appropriate solutions desired Ability to collaborate with teammates and partners desired Ability to follow policies and regulations and elevate risk concerns desired Ability to work a schedule that includes Saturdays SAFE registration required at the time of employment; Wells Fargo initiates the process after start date Loan Originators must meet LO/CFPB requirements and Wells Fargo policies Additional screening may apply, including credit report review This position is not eligible for Visa sponsorship Core Competencies Demonstrates expertise in building customer relationships and delivering compliant financial services while effectively utilizing digital tools. Capable of identifying customer needs and promoting relevant banking solutions in a collaborative environment. Highest-signal resume keywords Customer Relationship Management Financial Services Experience Digital Tools Proficiency Compliance Adherence Cash Handling ATS Optimization Keywords Hard Skills New Account Openings Service Requests Credit Applications Transaction Processing Risk Control Management Soft Skills Effective Communication Collaboration Trust Building Initiative Certifications & Qualifications SAFE Registration Industry Keywords Banking Products Customer Engagement Regulatory Compliance Loan Originator Requirements Tools & Technologies Digital Banking Tools Customer Relationship Management Software #J-18808-Ljbffr
$250k
...Personal Banker SAFE Act 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...SuggestedFull time$43.68k - $69.9k
...Discover a career in banking at Fifth Third Bank. General Function: Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on-boarding and education program that includes rotations in operations and Sales & Service. There...SuggestedWork experience placementWork at office- ...Bank of America in the United States is seeking a Customer Service Banker to assist lobby clients with self-service banking, educate on mobile/online/ATM transactions, and accurately process cash transactions. The role emphasizes understanding clients’ financial priorities...Suggested
$25.93 - $41.43 per hour
...Relationship Banker SrThis position is responsible for contributing to overall branch sales efforts, maintaining best in class service... ...ways in which products and services can meet their business or personal objectives. Manages an active client relationship portfolio...SuggestedHourly payRemote work- Firm Description Blankinship & Foster, LLC is an independent, fee-only wealth management firm in Solana Beach, CA, that provides integrated financial planning and investment management to individuals and families specializing in retirees and near-retirees. Our firm culture...SuggestedRemote work
- 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...Work at officeFlexible hoursShift workWeekend workDay 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- ...Private Client Banker You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion...Immediate startAfternoon shift
- Chase is hiring a Private Client Banker in Branch Banking in California. You will be the main contact for affluent clients, managing their full banking relationship with an advice-based approach and referrals to specialists. You will support growth by expanding client...
$27.22 - $33.26 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$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 timeContract workFor contractorsInternshipLocal areaFlexible hours$100k
...bring on enthusiastic, motivated individuals to join the Coldwell Banker family. Applicants without a real estate license are invited... ...with third party entities Communicate with leads through in-person meetings, phone calls, digital media, open houses and more...Hourly payFull timeFor contractors$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 ensure a...Work at officeHome officeFlexible hours$61k - $119k
...your client base by making new connections, maintaining a strong referral network, and providing a great client experienceBuild personalized, holistic financial plans tailored to every client's unique needsManage your client's financial plans to help them achieve their...Full timeContract workFor contractorsWork at office- Northwestern Mutual in Carlsbad, CA offers interns a pathway to build a financial planning practice while studying. The College Financial Representative internship provides guidance, coaching, and access to exclusive products within a Fortune 500 company, with flexible...Full timeInternshipFlexible hours
$80k - $105k
Job Type Full-time Description We are seeking an analytical professional to join our dynamic team as a Financial Planner . This individual will be responsible for analyzing complex financial data, creating financial plans, and presenting those plans to...16 hoursFull timeWork at officeMonday to FridayFlexible hours3 days per week$45k - $100k
...package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives – the best of both worlds A culture of continuous improvement and professional development Key...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$75k - $150k
...Planners Annual Conference Hawaii Tax Institute or Stetson Tax Institute (virtual) Dimensional Fund Advisors - Introductory & Advanced Conference Work Environment ~ In-person to facilitate onboarding and team integration with hybrid flexibility following...- 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
$100k
...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...Work at officeImmediate startShift workDay shift- 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...Work at officeFlexible hoursShift workWeekend workDay shift
$132k
Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help our clients achieve their monetary...- ...tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select... ...customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice...Immediate startAfternoon shift
$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$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- SKYKEY FINANCIAL BOOKS APPOINTMENTS ON YOUR CALENDAR! SkyKey Financial is looking for motivated Retirement Specialists — scholar-athletes and candidates with athletic backgrounds strongly encouraged to apply, as we’ve consistently seen them succeed in sales and client relationship...Full timePart time
$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$47.51k - $61.99k
...Universal Banker The Universal Banker is an entry level position responsible for the assistance in the execution of sales, products... ...adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing...Hourly payFull timePart time- ...Part-Time Universal Banker (20 Hours)- Escondido Branch Discover your future at Citi Working at Citi is far more than just a job... ...adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing...Part time
$80k - $100k
Job Description Job Description Benefits: ~401(k) ~401(k) matching ~ Bonus based on performance ~ Dental insurance ~ Health insurance ~ Paid time off ~ Training & development ~ Vision insurance ~ Competitive salary Job Title: Financial Advisor...Temporary workWork at officeRemote work
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