Personal Banker I
Jobtailor
Asking personalized questions to convert transactions, account maintenance and other routine service requests into cross-sell conversations that deepen client relationships while meeting the customers needs Personally creating sales opportunities by calling leads, visiting businesses to offer workplace banking, and developing referral networks Achieving your daily key performance metrics while balancing competing priorities Learning processes like transactions, managing a cash drawer and completing bank documentation that you consistently perform according to industry and legal standards Other job duties as assigned Requirements HS 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 and ability to work branch hours, including weekends and some evenings Ability to obtain NMLS registration within 90 days Core Competencies Demonstrates strong customer engagement and sales skills by converting routine service requests into cross-sell opportunities while adhering to industry standards. Capable of managing transactions and maintaining a cash drawer effectively, with a focus on achieving performance metrics. Highest-signal resume keywords Customer Engagement Sales Opportunity Creation Key Performance Metrics Achievement Transaction Management NMLS Registration ATS Optimization Keywords Hard Skills Sales Techniques Product Recommendations Cash Drawer Management Bank Documentation Transaction Processing Soft Skills Relationship Building Time Management Communication Skills Certifications & Qualifications NMLS Registration Industry Keywords Retail Banking Cross-Selling Client Relationship Management Lead Generation Referral Networks #J-18808-Ljbffr
$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 hours- ...Personal Banker Our Personal Bankers are personable, goal-oriented, and have a passion for helping our customers improve their financial health. As a Personal Banker, you'll gain valuable insight into banking and finance, while helping customers with their daily financial...SuggestedPart timeMonday to Friday
- ...Bank of America is seeking a client-focused associate to serve as the first point of contact for financial center clients in person or by phone. You will uncover personal banking needs, offer tailored solutions, and connect clients with specialists to deepen relationships...Suggested
$20.55 - $25.05 per hour
...About This Position Personal Banker at Commerce Bank is a retail banking role that builds and maintains long‑lasting relationships with customers and internal departments. The goal is to uncover each customer’s financial needs and guide them toward suitable solutions....SuggestedHourly payPart timeLocal areaMonday to Friday- ...Asking personalized questions to convert transactions, account maintenance and other routine service requests into cross-sell conversations that deepen client relationships while meeting the customers needs Personally creating sales opportunities by calling leads, visiting...Afternoon shift
$29.79 - $44.68 per hour
Pay Range: $29.79 - $44.68 Scheduled Weekly Hours: 40 What You’ll Be Doing Provides world‑class member service to members visiting branch/service center locations. Provides detailed information and promotes credit union products and services to build relationships. Processes...$24.56 - $35.62 per week
...We’re always looking for diverse, talented, service-oriented people to join our exceptional team. Personal Banker (Member Service Representative II) The pay range for this position is listed below. Our pay ranges are built to allow for candidates with various levels of...Temporary workWork at officeRemote workNight shiftDay shiftAfternoon shift3 days per week$24.56 - $35.62 per week
...We’re always looking for diverse, talented, service-oriented people to join our exceptional team. Personal Banker (Member Service Representative II) The pay range for this position is listed below. Our pay ranges are built to allow for candidates with various levels of...Temporary workWork at officeRemote workNight shiftDay shiftAfternoon shift3 days per week- Bank of America is hiring for a front-line role focused on guiding clients through transactions using self-service tools and maintaining an excellent client experience. You’ll educate customers on online and mobile banking while handling cash accurately in a fast-paced...
$25 - $26.77 per hour
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 day....Hourly payWork at officeFlexible hoursShift workWeekend workDay shift$23.75 - $29 per hour
RadNet, Inc. is looking for a Banking Specialist III – Sales in California to enhance client relationships and achieve branch sales goals. This position requires strong consultative selling skills and a commitment to exceptional client service, managing banking products...Hourly payWork at office$25 - $26.77 per hour
Job Description: t 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. ...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift- Socket.dev is seeking a Relationship Manager to oversee a portfolio of Commercial clients and develop strong banking relationships that drive Commercial and Industrial loans, deposits, and other bank products. You will support the Center's sales and service efforts to ...
- ...Up to 25%Job Shift: DayJob Category: Banking The Relationship Banker I is responsible for creating key relationships with Bank customers... ...banking services to individual customers with an emphasis on personal finances, lending, and customer service. PRINCIPLE DUTIES AND...Shift work
$22 - $25 per hour
...Relationship Banker II (Administrative) Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our... ...to ensure customers' financial goals are met. Provide quality personalized customer service, maintain frequent customer contact to expand...Full timeFlexible hoursWeekend work- ...— you’ll build lasting relationships and help customers reach their financial goals. As a **Relationship Banker**, you’ll gain hands-on experience across personal banking, customer service, and teller operations, all while being part of a supportive, family-owned bank...Full timeMonday to Friday
- ...UMB Financial Corporation seeks a Personal Banker to build customer relationships, advise on products, and drive sales. You’ll receive extensive training on UMB’s offerings and work with leaders who mentor and share expertise. The role emphasizes personalized questions...
$25 - $26.77 per hour
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 day....Hourly payWork at officeFlexible hoursShift workWeekend workDay shift$260k - $390k
BANKING & FINANCE ASSOCIATE ATTORNEY BANKING & FINANCE PRACTICE GROUP Locations: New York, NY | Los Angeles, CA / San Francisco, CA HYBRID Our client, a prestigious Amlaw 50 firm, is seeking a highly motivated Banking & Finance Associate Attorney to join its sophisticated...Work at office- JPMorgan Chase is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment solutions for individuals and families. You will build lasting client relationships, rely on leadership and referrals, and provide expert...
- ...Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith. Provide personal, actionable and achievable advice and connect clients to Thrivent products and programs. Develop and maintain genuine, long-term...Full time
$130k
...complex planning into clear decisions, and deepen relationships with households that already came to Peak for help. No cold calling. No personal book requirement. No expectation that you spend your day originating new business. This is not a sales role wearing an advisor...Full timeLocal areaRemote work- Develop and maintain long-term client relationships Conduct comprehensive financial reviews Identify planning opportunities Deliver customized financial recommendations Build referral networks Develop centers of influence Create enterprise value Mentor future advisors ...
- ...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 Advisor...Work at officeFlexible hours
- ...What you’ll do: As the personal coach to our Nation’s military families, you will focus on financial plans that are constantly evolving to pursue short-term and long-term financial goals. You will provide guidance to military families on managing day-to-day finances,...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
$110k - $125k
Executive Search Consultant | Delivering Gems of Talent to RIA's, Single Family & Multi-Family Offices Nationwide Location : Irvine, CA Overview Boutique wealth management firm in Irvine, CA serving high net worth clientele seeks a Financial Advisor to support client relationships...Full time- ...Ultra-High-Net-Worth (UHNW) and High-Net-Worth (HNW) clients, providing goal-oriented investing, expert guidance, and exceptional personalized service. Their services also include business management, tax strategy, insurance, and financial planning . About the Role We...Full timeRemote work
$90k - $110k
...deepening relationships and expanding your practice rather than starting anew. Strengthen your competitive advantage within your personal developing networks and community by leveraging Covenant Trust’s investment management services, trust administration services, and...$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...Full timeContract workFor contractorsWork at office
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