Personal Banker
Jobtailor
Responsibilities 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 to meet customer and business goals Support everyday banking needs, including new account openings, service requests, and credit applications Perform cash handling and teller line activities, accurately processing transactions while maintaining compliance and operational standards Demonstrate comfort using and adopting digital tools and technologies to enhance the customer experience and support evolving banking needs Deliver accurate, compliant service while exercising sound judgement within defined risk controls Collaborate with branch teammates to coordinate seamless handoffs to licensed bankers or other specialists, ensuring customers are connected to the right expertise Requirements 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Bilingual speaking and listening proficiency in Spanish/English #J-18808-Ljbffr
$23 - $31 per hour
...Companies list of best workplaces "to grow your career" in the U.S. Join us! About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) to join our National Branch. In this frontline role, you will build relationships with customers by supporting everyday...SuggestedHourly payWork experience placementFlexible hours$25 - $26.77 per hour
At Bank of America this role engages clients in the lobby to educate and assist with transactions through self‑service resources such as mobile, online banking and ATM, and accurately processes cash transactions. Responsibilities Engage clients in the lobby to provide ...SuggestedHourly payWork at officeWeekend workDay shift- ...U.S. Bank in Rohnert Park, CA is hiring a Client Relationship Consultant 3 (Banker) who speaks English and Spanish to engage customers across channels and provide tailored financial guidance. You will open accounts, process requests, and educate clients on digital tools...Suggested
$28.85 - $33.65 per hour
Dormont Manufacturing Co is seeking a Financial Solutions Advisor Stage I (FSA I) in Santa Rosa, CA. This role begins with obtaining securities licenses, followed by training to build client relationships and deliver banking solutions at Bank of America. As an FSA I, you...SuggestedHourly pay- ...additional Wealth Advisors, Client Service Specialists, Private Bankers, and Wealth Strategists. We are part of a community bank, and... ...Columbia corporate culture in all actions and words. Takes personal initiative and is a positive example for others to emulate....SuggestedImmediate start
$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 payWork at officeImmediate startMonday to FridayShift workDay shift- Northern California Behavioral Health System is seeking a Financial Counselor to join their Revenue Cycle Team in Santa Rosa. The role involves managing patient admissions, providing financial counseling, and ensuring effective communication across departments. The ideal...
$80k - $110k
...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$51k - $59k
...Overview Senior Universal Banker III — Location: Santa Rosa, CA — Employment Type: Full-Time Join Our Santa Rosa Branch Team. We’re... ...yr What You’ll Do Provide tailored financial solutions for both personal and business clients. Cross-sell a full range of products: checking...Full time- 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 day. Being a...Work at officeFlexible hoursShift workWeekend workDay shift
- ...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...Work experience placement
- Overview Keysight is at the forefront of technology innovation, delivering breakthroughs and trusted insights in electronic design, simulation, prototyping, test, manufacturing, and optimization. Our ~16,800 employees create world-class solutions in communications...Flexible hours
$100k
...bring on enthusiastic, motivated individuals to join the Coldwell Banker family in Santa Rosa, California. Applicants without a real... ...Coordinate with third party entities Communicate with leads through in-person meetings, phone calls, digital media, open houses and more...Hourly payFull timeFor contractors$117.75k - $196.25k
Keysight Technologies SAles Spain SL. is seeking a program leader in Santa Rosa, CA, to coordinate complex manufacturing initiatives in semiconductor operations. This role entails leading readiness planning, executing ramp strategies, and managing risks. Ideal candidates...- Overview Keysight is at the forefront of technology innovation, delivering breakthroughs and trusted insights in electronic design, simulation, prototyping, test, manufacturing, and optimization. Our ~15,000 employees create world-class solutions in communications, 5G,...Flexible hours
$70k - $102k
Work Schedule: Hybrid Remote | Approximately 3–4 Days Per Month On‑Site Compensation: $70,000–$102,000 annually The Opportunity We are seeking an experienced Grant Manager to oversee the full lifecycle of grant funding for a mission-driven organization. This position is...Contract workWork at officeLocal areaRemote work- Nelson Connects is seeking an experienced Grant Manager to oversee the full lifecycle of grant funding for a mission‑driven organization in the Santa Rosa area. The role combines grant administration, financial oversight, regulatory compliance, and cross‑functional coordination...
$71.14k - $123.96k
...Life Insurance Employee mental, physical, and financial wellness programs The position is bonus eligible based on association and personal performance Position will be posted until filled. BASIC FUNCTION: Responsible for completing the financial analysis and due diligence...16 hoursTemporary workPart timeWork at officeLocal areaRemote workVisa sponsorshipWeekend workAfternoon shift$65k
Job Description Job Description Licensed or Unlicensed Loan Officer Assistant , or Product Experienced Loan Processor? Are you looking for a stable, team-oriented opportunity where your skills will be valued? We’re hiring an Experienced Mortgage Loan Officer...Flexible hours$65k - $150k
...together as a team and have fun while we are doing it! We want to work alongside those who are equally committed to excellence and personal achievement. We take pride in using our years of valuable experience to mentor individual team members and prepare them for...For contractorsWork at officeWork from homeFlexible hours- Job Description Job Description Benefits: ~401(k) matching ~ Bonus based on performance ~ Competitive salary ~ Health insurance ~ Paid time off ~ Training & development ~401(k) As a Financial Services Representative with Renee Hyde Ins and Fin Svcs...Work from homeFlexible hours
$84k - $140k
Swiss Re uses a hybrid work model requiring at least three days in the office each week. This position can be based near one of our Swiss Re offices, including (but not limited to) Alpharetta, GA -- Windsor, CT -- Schaumburg, IL. We have an excellent...Temporary workWork at office
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