Personal Banker Orchard Hills
$20 - $27.69 per hourWells Fargo
Associate Personal Banker (SAFE)Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com.In this role you will:Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financiallyAssist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applicationsReceive direction from managers and exercise judgement within defined policies and proceduresDevelop understanding of bank products and services to connect to customers' needsInteract with customers to demonstrate care and build relationshipsProvide appropriate options for bank products and services to customerRefer customers' financial needs to other bankers and partners as neededThis SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below.Required Qualifications:6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, educationDesired Qualifications:Customer service focus with experience handling complex transactions across multiple systemsExperience proactively engaging with customers through outreach via phone or emailAbility to educate and connect customer to technology and share the value of mobile banking optionsAbility to help customers succeed financially by offering introductions to additional team members as appropriateExperience working with others on a team to meet customer needsExperience fostering and developing strong customer relationshipsAbility to build strong relationships with internal partnersAbility to follow policies, procedures, and regulationsAbility to identify potential fraud/risky accounts and take appropriate action to prevent lossAbility to interact with integrity and professionalism with customers and team membersRelevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reportingRelevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruitingProficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleaguesSupport customers and employees in resolving or escalating concerns or complaintsJob Expectations:Ability to work a schedule that may include most SaturdaysMaintains cash drawer, cash handling and balancing and spends time completing service-related tasks as neededThis position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessaryThis position is not eligible for Visa sponsorshipPosting Location(s):3951 Portola Pkwy, Irvine CA 92602Pay RangeReflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.$20.00 - $27.69Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.Health benefits401(k) PlanPaid time offDisability benefitsLife insurance, critical illness insurance, and accident insuranceParental leaveCritical caregiving leaveDiscounts and savingsCommuter benefitsTuition reimbursementScholarships for dependent childrenAdoption reimbursementWe Value Equal OpportunityWells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.Applicants with DisabilitiesTo request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.Drug and Alcohol PolicyWells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.Wells Fargo Recruitment and Hiring Requirements:a. Third-Party recordings are prohibited unless authorized by Wells Fargo.b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
$20 - $27.69 per hour
...Associate Personal Banker (SAFE) Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com....SuggestedWork experience placementWork at officeImmediate start$22 - $26 per hour
...Personal BankerThe Personal Banker is responsible for delivering exceptional client experience by adhering to our Breakthrough Client Experience Standards. They will acquire new and expand existing relationships with clients by asking questions to identify needs, offering...SuggestedImmediate start- ...Personal Bank job responsibilities: 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...Suggested
$22 - $26 per hour
About the Role The Personal Banker is responsible for delivering exceptional client experience by adhering to our Breakthrough Client Experience Standards. They will acquire new and expand existing relationships with clients by asking questions to identify needs, offering...SuggestedLocal areaImmediate start$250k
## Managing Director, Private Banker, Orange CountyApplylocations: Costa Mesa California United Statestime type: Full timeposted on:... ...Demonstrate strong commitment to team success and place team goals above personal achievement.* Work collaboratively with the GMM and other Team...SuggestedFull time- Bank of America in the United States (California) seeks a customer service oriented banking professional to engage clients in the lobby, educate on self‑service channels, and process cash transactions accurately. You will build relationships, connect clients to financial...
$250k
...The Private Banker Func Group Mgr manages a team of senior professionals. The job requires a broad and comprehensive understanding of... ...Demonstrate strong commitment to team success and place team goals above personal achievement. Encourage team members to work together to...Full time$45.9k - $75.9k
...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...Part timeLocal areaImmediate startDay shift$22 - $23.5 per hour
...Next Generation Relationship BankerBeing the next generation Relationship Banker at East West Bank means you are part of a world-class team that focuses on delivering a high quality, high-touch, and high-tech relationship banking experience across all customer touchpoints...- ...leading financial services firm dedicated to helping clients achieve their financial goals through personalized service and innovative technology. The Associate Banker role focuses on welcoming clients, understanding their needs, and delivering trusted guidance. You will...
$23 - $25 per hour
...Relationship/Personal Banker/Member Service RepresentativeAt Orange County's Federal Credit Union (OCFCU), banking is personal—always has been. For more than 85 years, we've helped our members reach life's milestones by building real relationships, not pushing transactions...Hourly pay$160k - $250k
...Position Title: Private Banker We are partnering with a highly respected financial institution that is expanding its Private Banking team throughout the Western United States. This is an opportunity to work with affluent individuals, business owners, and trusted advisors...$132.5k - $205k
...we offer a full range of relationship-focused services to meet personal, business, and wealth-management financial objectives. Creating... ...motivated individual to fill the position of a full-time Private Banker at our Irvine, CA Location. The salary range for...Full timeFlexible hours- ...Northern Trust in Newport Beach, CA is seeking a Personal Banker to support client accounts, process wires and transfers, open and close accounts, and maintain accurate records. The successful candidate will work in-office, collaborate with relationship management and...Work at office
$64.17k - $102.81k
...reports as well as provides assistance with banking audits as directed by the Team Leader / Manager. Serves as a mentor to fellow Personal Bankers, offering guidance, encouragement and direction as needed. Is called upon to share expertise in the deposit area of the bank...Work experience placementH1bWork at officeWorldwideMonday to FridayFlexible hours- ...TwinThread is seeking a Private Banker for its U.S. Private Bank division in Irvine, CA. The role focuses on maintaining client relationships, advising on wealth management, and achieving new client acquisition goals. Candidates should have over six years of experience...
$127.63k - $237.01k
...PRIVATE BANKER WHAT IS THE OPPORTUNITY? Develops and manages client relationships with high- net- worth and ultra- high-net-worth individuals... ...through referrals from clients and Center of Influences, personal community involvement, and from internal partners. Profile...Remote work- Job Title Wells Fargo is seeking a... Job Description In this role, you will: Participate in soliciting residential mortgages from various sources Produce high quality jumbo loans which are compliant and provide excellent customer service Build relationships...Hourly payMinimum wageWork experience placementWork at officeImmediate start
- ...for over 75 years. With 3,000 dealerships and over $15B in commitments, Commercial Auto has the industry experience and dedicated, personal attention to create unique financing structures to support dealers through business cycles, innovation, and evolving needs. In...Ongoing contractFull timeWork experience placementImmediate start
$43.68k - $69.9k
...Personal Banker I Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. The Personal Banker I position will provide an exceptional customer experience...Work at office- ...sourcing, manufacturing, and processing and distributing. Our bankers are required to have deep working knowledge of our solutions including... ...and Arizona, that requires a willingness to travel for in-person client meetingsBecome the industry expert within Food &...Flexible hours
$190k - $230k
Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate’s...Work experience placementWork at officeLocal areaFlexible hours$22 - $23.5 per hour
...absolute integrity. East West Bank gives people the confidence to reach further. Overview Being the next generation Relationship Banker at East West Bank means you are part of a world-class team that focuses on delivering a high quality, high-touch, and high-tech relationship...$43.68k - $69.9k
Fifth Third Bank is seeking a Personal Banker I in Newport Beach, California. The role involves creating exceptional customer experiences by building relationships, processing transactions, and providing tailored financial solutions. A high school diploma or GED along with...- JPMorganChase in Laguna Hills, CA seeks a Relationship Banker to deliver exceptional client experiences, connecting customers with Chase’s digital tools and financial solutions. You will acquire, manage, and retain client relationships, explain products clearly, and coordinate...Afternoon shift
- Bank of America is hiring for a front-line client associate to engage customers in the lobby, educate them on self-service banking, and process cash transactions. You will build relationships to understand financial needs and connect clients with appropriate solutions. ...Work at office
- Citi is hiring an entry level Personal Banker SAFE Act position in Mission Viejo, CA. You will assist in sales, products, and service activities in coordination with the customer service team to foster customer relationships and grow loyalty. Responsibilities include handling...
- Northern Trust Corp seeks a Senior Personal Banker to work on-site in Newport Beach, CA. You will service client accounts, process wires and transfers, open/close accounts, and maintain accurate records to support relationship management and wealth services. The role requires...Work at office
- SchoolsFirst Federal Credit Union in Mission Viejo, CA is seeking a Personal Banker (Member Service Representative III) to deliver world-class service at our on-site branch, promote credit union products, and help members with accounts and loans. The role requires 3-5 years...
$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...Work experience placement
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Personal Banker Orchard Hills. Be the first to apply!
- private banker Irvine, CA
- personal banker Irvine, CA
- personal injury legal assistant Irvine, CA
- personal training part time Irvine, CA
- personal caregiver Irvine, CA
- attorney personal injury Irvine, CA
- personal loan specialist Irvine, CA
- entry level personal training Irvine, CA
- personal injury case manager Irvine, CA
- personal training Irvine, CA


