Personal Banker
$22.33 per hourWaFd Bank
Min USD $22.33/Hr. Max USD $33.18/Hr. Job Summary Want to help strengthen your community's financial health? Looking for an employer that will inspire you and support your career in finance? Your search is over... WaFd Bank is hiring a Personal Banker. WaFd Bank has been a financial leader for over a century, and now serves consumers and business clients across nine Western states. Our company motto is: Love What You Do...Make A Difference! We are seeking motivated individuals to assist clients with both personal and business banking solutions that improve their financial health and help them reach their goals. We seek creative individuals who think proactively about building relationships, delivering solutions, and representing WaFd in the communities we serve. We hire great people from a wide variety of backgrounds to make us stronger and ensure our team reflects the diversity of the businesses and communities we serve. Responsibilities Build rapport with clients, understand their needs, and provide solutions. Open new accounts, onboard new relationships, originate loans and lines, refer to partners to help meet additional needs. Make out-of-office business development calls to businesses, community organizations, and referral sources. Adhere to bank policies and procedures designed to comply with Federal regulations, including but not limited to the Bank Secrecy Act, USA Patriot Act and OFAC regulations. Reflect the core values and ethics of WaFd Bank, including integrity, teamwork, ownership, simplicity, discipline, and service. In addition, they must be kind. Qualifications Education/Skills/Training: High school diploma or approved equivalent. Good math skills, 10-key and keyboarding. Proficient in standard Microsoft Office tools such as Excel, Word, Teams, PowerBI and Outlook. Well-developed smartphone and digital channel skills. Must have excellent organizational and analytical skills and superior written and oral communication skills. Ability to demonstrate how to use automated technology to teach clients self-service skills. Must have valid driver’s license, satisfactory transportation, and adequate insurance coverage. Experience: Prior banking experience, including familiarity with lending, previous work in retail, consumer service delivery, or client relation. Benefits Paid time off for vacation, sick days and holidays Health insurance Stock options Bonus programs 401(k) plan Paid Parental Leave Life and AD&D insurance Long-term disability Tuition Reimbursement Employee assistance programs Pre-tax health and dependent-care spending plans EEO Statement We are committed to Equal Employment Opportunity and affirmative action. We recruit, hire, train and promote persons in all job titles and ensure that all other personnel actions are administered without regard to race, color, religion, sex, sexual orientation, gender identity, military and/or veteran status, or disability in accordance with Executive Order 11246, Section 503 of the Rehabilitation Act of 1973, as amended, and the Vietnam Era Veterans Readjustment Assistance Act of 1974, which require affirmative action to ensure equal opportunity in all aspects of employment. WaFd Bank does not discriminate on the basis of national origin or citizenship status as provided under the Immigration Reform and Control Act of 1986, or any other Federal or State legally‑protected classes. WaFd Bank is committed to providing reasonable accommodations to employees and applicants with disabilities to the full extent required by the Americans with Disabilities Act (ADA). If you feel you need a reasonable accommodation pursuant to the ADA, you are encouraged to contact us at View phone number on click.appcast.io. #J-18808-Ljbffr
$22.33 per hour
...Personal Banker Location : Location US-CA-Los Altos Location/Org Data : Name Los Altos CA Location : Address 4546 El Camino Real Location : City Los Altos Location : State/Province CA ID 2026-4917 Category Retail...SuggestedFull timeWork at office$110k - $185k
...deposits & cash management, annuities, insurance, retirement and trust services. We are seeking a high potential candidate (“Private Bankers” or “PB”) to join our Sales Team in the Private Banking Group. The Private Banker will build Advisor product awareness and...SuggestedTemporary workWork at office$19 - $23 per hour
...Identify sales opportunities to cross-sell bank products and services to ensure customers’ financial goals are met. Provide quality personalized customer service, maintain frequent customer contact to expand relationships and ensure customer retention. Maintain open...SuggestedFull timeWork experience placementFlexible hours$170k - $225k
...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...SuggestedTemporary workWork experience placementLocal area$110k - $130k
Role: Senior Financial Analyst Location: Menlo Park, CA Compensation Range: $110,000 - $130,000 About The Job: In this dynamic role, you’ll collaborate with our FP&A team and project management leaders to drive financial strategy and execution. Your keen analysis will ...SuggestedWork at officeLocal areaRemote work$165k - $175k
...Wealth Advisor serves as a key relationship manager, ensuring high client retention by meeting all service needs and developing personalized wealth planning strategies. This role involves onboarding new clients through various programs and serving as a secondary advisor...Local areaFlexible hours- Role Overview This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self‑service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing...Shift workWeekend workDay shift
$50.1k - $82.8k
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- ...Relationship Banker Milpitas, California To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position....Work at officeFlexible hoursShift workWeekend workDay shift
- Headquartered in Palo Alto, DL Investment Holdings US, LLC is a diversified investment platform and a wholly-owned subsidiary of DL Holdings Group. We leverage our parent company's robust APAC financial network to bridge capital and opportunities in the US market. Our ...Work at officeLocal area
$45k - $100k
...engagements). Deeply understand clients’ and prospective clients’ needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies. Oversee branch processes, roles, and responsibilities to ensure a high‑quality, streamlined client...TraineeshipWork at officeLocal areaHome officeFlexible hours$100k - $250k
...estate, tax, retirement, insurance, investment, and cash flow/capital needs planning analysis Unquestioned commitment to integrity in personal and professional activities Highly motivated with ability to function well in a fast-paced environment Self-starter by nature...$86.1k - $107.2k
...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...Contract workFor contractorsFor subcontractorWork at officeLocal areaRemote work2 days per week$86.1k - $107.2k
...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$150k - $200k
...team members the option to work remotely 2 days per week, or as assigned by their team leader. Primary Responsibilities Be the point person responsible for managing the guidance and service provided to our clients, with an emphasis on our Asian clientele – either as a...Work at officeRemote work2 days per week$20 - $31.9 per hour
...currency transactions, returned items, overdrafts, callbacks, etc.) Provide expedient and courteous service to all clients both in person and on the phone Consistently models exemplary customer service Actively listens to customers and maintains a friendly,...Full timeWork at officeLocal area$100.8k - $162.4k
...located across the country that serve more than 15,000 clients and manage over $220 billion in client assets. We combine a boutique's personal service, creativity and objective advice with the extensive resources and vast intellectual capital of an innovative industry...Permanent employmentTemporary workWork at officeFlexible hours$110k - $125k
...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 area- Join Tech CU as a Relationship Banker and be the go-to expert our members trust. You’ll handle day-to-day banking, open accounts, support lending needs, and turn great service into lasting relationships that drive growth for our members and for you. What makes this role...
$60k - $75k
...Job Title The Role Working in our Investor Center, you will engage face-to-face with your clients, providing mentorship and personalized planning, while helping expand the reach of the firm's brand. Fidelity provides a business model with an existing client base...Full timeWork at office- A law firm seeks a mid-senior level Finance Associate with experience in sponsor or lender side finance, located in Palo Alto, CA. The candidate may also work from New York, Houston, Chicago, Los Angeles, or San Francisco. Duties Represent lenders and borrowers in sophisticated...
$135k - $250k
...Senior Financial Advisor, you'll help successful individuals and families navigate important financial decisions through a highly personalized planning process designed to align their wealth with their values, goals, and vision for the future. You'll serve as a trusted...- ...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
- ...responsibilities for this management level include but are not limited to: Use feedback and reflection to develop self awareness, personal strengths and address development areas. Delegate to others to provide stretch opportunities, coaching them to deliver results....Local area
- hackajob is collaborating with J.P. Morgan to connect them with exceptional professionals for this role. JOB DESCRIPTION Unleash your expertise in product development and optimization by leveraging user research, analyzing metrics, and collaborating across one...
$146.33k - $195.1k
...First Citizens Business Banker Forever strong. What sets First Citizens apart? Strong leadership, enduring values and a commitment... ..., operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures....Work at officeImmediate start
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