Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Personal Banker

$25 - $32 per hour

First Bank & Trust Company

About this Role

In this role, you are the first point of contact for our clients! In addition to welcoming our clients, you will strengthen relationships with our world-class client service model. You will deliver a full conversation with every interaction to identify appropriate financial solutions. Leverage internal partnerships to acquire, expand and retain client base.

In this Role You Will

  • Client Acquisition and Engagement : Acquire and deepen the branch client base through proactive service and sales activities, including needs assessments and tailored financial solutions.
  • Advice and Guidance : Drive solutions-based conversations to meet clients' financial needs, enhancing loyalty through various interactions. Offer advice on digital and self-serve banking options to simplify and expedite transactions.
  • Risk Management and Operations : Manage risk by adhering to policies and procedures, ensuring efficient and accurate branch operations.
  • Other Duties : Perform other duties as needed.
Note: As part of the employment process for this position, you will have to meet the requirements of a background credit check. 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.

Qualifications, Competencies and Skills
  • High School Diploma or Equivalent
  • Previous cash-handling experience preferred
  • Minimum of 24 months of sales and/or banking experience preferred
  • Life License (LB) preferred
  • NMLS registry required
  • Proven sales skills
  • Good analytical skills
  • Developed customer service skills, including written and verbal communication
  • Ability to use a PC and alpha/numeric keyboard
  • Flexible work week schedule, which may include Saturdays

Compensation Disclosure

The range for this role takes into account many factors that First Bank considers when making hiring decisions, including but not limited to prior experience, skill set, training, and other internal business and organizational factors. First Bank generally does not hire at or near the top of the stated range. The range is driven by the geographic location of the anticipated hiring location; however, the specific range may vary depending on the geographic location for remote positions. Compensation decisions depend on the specific facts and circumstances of each hiring instance.

A reasonable estimate of the current pay range is $25-$32.
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Personal Banker in Santa Barbara, CA vacancy
  • $64.17k - $102.81k

     ...Senior Personal Banker Delivers an exceptional client service experience by servicing clients with a full range of banking products and services. Executes administrative and operational activities related to client accounts, money movement, reporting, and inquiry resolution... 
    Suggested
    Work experience placement
    Work at office
    Flexible hours

    Northern Trust

    Santa Barbara, CA
    5 days ago
  •  ...Personal Banker I Join Montecito Bank & Trust as a Personal Banker I! As the largest locally owned community Bank on the Central Coast, Montecito Bank & Trust is committed to our founding principle: to make the communities we serve better places to live and work.... 
    Suggested
    Full time
    Visa sponsorship

    Montecito Bank & Trust

    Santa Barbara, CA
    2 days ago
  •  ...Specialist III -- Sales Focus This position, Banking Specialist III, may be called by many other names: New Accounts Representative, Personal Banker, Financial Service Representative, etc. At First Bank, we choose to call you a "specialist" because that is what you are!... 
    Suggested
    Flexible hours

    FirstBank

    Santa Barbara, CA
    4 days ago
  • $25 - $27.88 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...
    Suggested
    Hourly pay
    Work at office
    Shift work
    Weekend work
    Day shift

    Bank of America

    Santa Barbara, CA
    5 days ago
  • $41.71k - $69k

     ...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 and... 
    Suggested
    Contract work
    Part time
    Local area
    Immediate start
    Day shift

    BMO (Bank of Montreal)

    Santa Barbara, CA
    1 day ago
  • $30.9 - $37.76 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 work
    Local area

    U.S. Bank

    Santa Barbara, CA
    2 days ago
  • $45k - $100k

     ...that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities... 
    Traineeship
    Work at office
    Local area
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Santa Barbara, CA
    3 days ago
  •  ...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory... 
    Interim role
    Work at office
    Local area
    Immediate start
    Shift work
    Day shift

    Bank of America

    Santa Barbara, CA
    4 days ago
  • $25 - $31 per hour

     ...Senior New Accounts/CSR/Banker We are a professional staffing firm, working with organizations across the country to place exceptional candidates. Currently, we have an exciting opportunity for a Senior New Accounts/CSR/Banker with one of the nation's top-performing... 
    Hourly pay
    Temporary work

    Workway

    Santa Barbara, CA
    4 days ago
  • $85k - $145k

     ...Certifications: - Certified Financial Planner (CFP) designation; additional certifications Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC) would be considered. Specialized... 
    Temporary work
    Work at office
    Local area
    Monday to Friday
    Flexible hours

    Mercer Advisors

    Santa Barbara, CA
    4 days ago
  • $60k - $75k

     ...Purpose of Your Role Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform... 
    Work at office
    Work from home

    Fidelity Investments

    Santa Barbara, CA
    4 days ago
  • $21 - $27 per hour

     ...Universal Banker Mechanics Bank is currently searching for a full time Universal Banker to join our team at our Santa Barbara Milpas...  ...lending opportunities. Works with leadership team to achieve personal goals in the areas of deposit growth, business relationship growth... 
    Hourly pay
    16 hours
    Full time
    Work experience placement
    Work at office
    Work from home
    Flexible hours
    Shift work
    Night shift

    Mechanics Bank

    Santa Barbara, CA
    3 days ago
  • $127.63k - $237.01k

    Overview: PRIVATE BANKER WHAT IS THE OPPORTUNITY? Develops and manages client relationships with high- net- worth and ultra-high...  ...through referrals from clients and Center of Influences, personal community involvement, and from internal partners. Profile across... 
    Full time
    Remote work

    City National Bank

    Montecito, CA
    more than 2 months ago
  • Portfolio Manager People's Self-Help Housing (PSHH) is looking to hire a motivated and experienced Portfolio Manager. The Portfolio Manager works under the direction of the Associate Director of Property Management. Portfolio Managers are responsible for direct supervision...
    Work at office
    Work from home

    Peoples' Self-Help Housing

    Santa Barbara, CA
    3 days ago
  • $104k - $168k

    About this role: Wells Fargo is seeking a Senior Business Banking Relationship Manager (LO) to be part of our growing Small & Business Banking Team. This role will support customers in an assigned local market by deepening relationships and engaging in prospecting...
    Work experience placement
    Work at office
    Local area
    Relocation package

    Wells Fargo

    Santa Barbara, CA
    3 days ago
  • $70k - $87k

     ...for every 30 hours worked), up to 25 paid vacation days, and 16 hours of paid volunteer time throughout the calendar year ~ Free personal checking and savings account; Discounted rates on primary residence loan with $0 origination fees (restrictions apply) Final... 
    16 hours
    Work experience placement
    Work at office
    Local area
    Remote work
    Work from home
    Flexible hours

    Mechanics Bank

    Santa Barbara, CA
    4 days ago
  • $1,000 per month

    Position Summary At The Towbes Group, we proudly create communities where people thrive. Headquartered in Santa Barbara, California, The Towbes Group is an award-winning, fully integrated property management, development, and construction services firm with over 60 years...
    Full time
    Work at office
    Local area
    Flexible hours
    Shift work

    The Towbes Group

    Goleta, CA
    5 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Personal Banker. Be the first to apply!