Personal Banker II
Jobtailor
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 banking Develop referral networks Achieve daily key performance metrics while balancing competing priorities Learn and perform transactions, manage a cash drawer, and complete bank documentation according to industry and legal standards Perform other duties as assigned Requirements High school diploma or equivalent One year of experience in a retail environment engaging with customers and making product recommendations that lead to sales, or relevant experience Reliable transportation Ability to work branch hours, including weekends and some evenings Ability to obtain NMLS registration within 90 days Ability to thrive in a high-energy, sales-driven team Product knowledge and conversation skills Compelling communication and positive-image projection Problem-solving ability Attention to detail Ability to meet daily key performance metrics Core Competencies Demonstrates strong sales acumen through personalized client interactions and effective product recommendations, while maintaining compliance with industry standards. Capable of achieving performance metrics in a fast-paced, team-oriented environment. Highest-signal resume keywords Sales Experience Customer Engagement NMLS Registration Product Knowledge Communication Skills ATS Optimization Keywords Hard Skills Transaction Management Cash Drawer Management Bank Documentation Sales Conversion Key Performance Metrics Soft Skills Problem-Solving Attention to Detail Positive Image Projection Certifications & Qualifications NMLS Registration Industry Keywords Retail Environment Cross-Selling Referral Networks Workplace Banking Client Relationships #J-18808-Ljbffr Jobtailor
$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 shift$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 shift$21 - $30 per hour
...Roving Associate Personal Banker (SAFE) 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 within an assigned geography, building relationships...SuggestedWork experience placementFlexible hours$21 - $30 per hour
...Associate Personal Banker (SAFE) 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 banking needs through in-branch interactions, scheduled...SuggestedWork experience placementFlexible hours- 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
$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$28.85 - $33.65 per hour
...Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7... ...progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned...Hourly payFull timeWork at officeImmediate startMonday to FridayFlexible hoursRotating shiftDay shift- 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
- ...Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7... ...progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned...Work at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- ...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$25.49 - $31.15 per hour
...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...Temporary workLocal area$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 hours$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$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 time$24 - $28 per hour
...the fundamentals, skills, methods, and procedures within their area of expertise and instructional practice. Customer Focus : Personally, demonstrates that external or internal customers are a high priority; identifies customer needs and expectations and responds to...Hourly payWork at office- 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...
$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$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,...Traineeship- 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
- ...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
...opportunity to contribute to the company's success. As a Regional Banker/Teller within PNC's Retail organization, you will be based in... ...(EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age,...Full timeTemporary workPart timeWork experience placementWork at office$82.1k - $172.5k
...their financial goals by providing smart financial solutions for personal and business needs. Serve as a trusted advisor for businesses;... ...Responsibilities: Provide coaching, leadership, and guidance to RM I's and II's in conjunction with their Regional Sales Manager or in...Work experience placementWork at office- ...Associate Banker At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel... ...Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment...Part time
$100k
...bring on enthusiastic, motivated individuals to join the Coldwell Banker family in Clovis, California. Applicants without a real estate... ...Coordinate with third party entities Communicate with leads through in‑person meetings, phone calls, digital media, open houses and more...Hourly payFull timeFor contractors- ...transportation, adequate auto insurance as required by State law, and insurability by Access Plus Capital carrier for those driving personal vehicles on behalf of the organization. Prior to employment, a criminal background investigation and credit history check...Work experience placementWork at officeWeekend workAfternoon shift
- About this role:Wells Fargo is seeking a Senior Business Banking Relationship Manager (LO) to be part of our growing Business Banking Team. This role will support customers in an assigned local market by deepening relationships and engaging in prospecting activities. Learn...Full timeWork experience placementWork at officeLocal area
$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 office$67.87k - $99.84k
...Trust, and Cash Vault). You will participate in community & professional activities in order to enhance the bank’s image and expand personal network of business contacts for development of new business. You will monitor accounts to identify potential credit problems and...Work experience placementLocal areaFlexible hours- 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...
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