Personal Banker
TradeJobsWorkforce
Personal Banker Job Duties: 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.
$43k - $75k
...requirements 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...SuggestedContract workPart timeLocal areaImmediate startDay shift- JPMorgan Chase & Co. in California seeks a Relationship Banker to deliver warm hospitality and build lasting client relationships at a Chase Branch. You will use banking solutions and fintech to address client needs and support the branch's success. You will acquire, manage...Suggested
$70.3k - $71.69k
...Make yourself available to borrowers to ensure you are the banker of choice. Utilize projected maturity report to renew/extend... ...purposes of business travel, a valid driver's license as well as a personal vehicle to drive is required. PHYSICAL DEMANDS:The physical...SuggestedFull timeWork experience placement$61k - $119k
...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 their...SuggestedFull timeContract workFor contractorsWork at office$55k - $120k
...seminars) and cultivate branch employee referrals. Identifies opportunities during customer conversations to generate referrals for personal and commercial banking products (e.g. personal banking, lending, and investments). Implements a relationship management plan...SuggestedContract workPart timeLocal 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 hours$70.3k - $150k
...experience, time horizon, liquidity needs, risk tolerance and other personal information. Based on this information the Financial Advisor... ...Bank, Tri Counties Bank prioritizes serving clients with local bankers and local decision-making, backed by corporate philanthropy,...Full timeLocal area$150k
...innovative platforms and white-glove services. Operating as a true fiduciary, we align our interests with our clients by providing personalized financial planning and access to institutional investment strategies. AQI: An Advisory Infrastructure Platform Our...Work at officeRemote work- ...Let's work together to shape a better tomorrow for clients and communities. Responsibilities Guide clients in developing personalized financial plans that align with their goals and values. Build and nurture long-term relationships with clients, fostering trust...
$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- Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. As a Financial...Work at officeFlexible hours
- ...while engaging with local experts and gaining valuable experience. The program allows time for classes and offers opportunities for personal and professional growth. Responsibilities include prospecting for clients and developing business strategies. Candidates should be...Full timeInternshipLocal area
$1,000 per month
Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal area- 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
$150k
...recognized advisors Strong support system: mentoring, expert training, and advanced technology Inclusive culture enabling unlimited personal and professional growth Income potential, with top first-year advisors earning $150,000+ Independence, offering flexibility...Full timeWork at officeLocal areaRemote workFlexible hours3 days per week- ...difference in the lives of others and better the community. We want to work alongside those who are equally committed to excellence and personal achievement. Our team is comprised of results-oriented individuals that are serious about their development. If you want to work...For contractorsWork at office
$41.5k - $60.5k
...Collaborates with BMO partners to identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking. Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital...Part timeDay shift- ...JOB SUMMARY: The Community Banker role is a progressive branch career path with increasing responsibility for customer service, teller transactions, account opening, operational controls, relationship support, and branch leadership. Each level reflects expanded technical...Full timeWork at office
$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$70k - $100k
...difference in the lives of others and better the community. We want to work alongside those who are equally committed to excellence and personal achievement. Our team is comprised of results-oriented individuals that are serious about their development. About Our Agency...For contractorsWork at officeFlexible hours$100k
...bring on enthusiastic, motivated individuals to join the Coldwell Banker family in Bakersfield, California. Applicants without a real... ...with third party entities Communicate with leads through in-person meetings, phone calls, digital media, open houses and more Foster...Hourly payFull timeFor contractors- Senior Vice President, Fund Controller About the Company Fast-growing family of companies managing real estate equity and credit funds. Industry Investment Management Type Privately Held About the Role The Company is seeking an SVP Fund Controller...
$150k
...Joining BFG means stepping into an inclusive, growth-oriented environment, where you’ll feel valued and empowered to pursue both personal and professional goals. Our commitment to making a difference extends beyond finance; we're proud supporters of Alex's Lemonade Stand...Full timeWork at officeLocal areaRemote workVisa sponsorshipFlexible hours3 days per week- Job Description Job Description Actively seeking an experienced Commercial Loan Portfolio Manager to: Participate with the Commercial Lender in meetings with the client or prospect at either the customer's place of business or at the bank offices. Assist the...
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