Personal Banker
$22 - $26 per hourColumbia Bank (WA, OR & ID)
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 appropriate products and services, and referring the client to the appropriate business partners within the Bank when needed. Also responsible for uncovering and originating consumer lending opportunities. Provide excellent client service by providing immediate acknowledgement, identifying, and offering appropriate products and services, and responding to inquiries in a timely manner. Engage clients and prospects in client financial review(s) and business financial reviews to provide solutions and uncover additional financial needs. Make recommendations and follow through on commitments to clients. Maintains direct contact with external and internal clients and consistently provides proactive solutions and problem resolutions in alignment with the bank’s Breakthrough Client Service Standards. Opens Consumer and Business accounts for existing and new clients. Acts as a resource to the Client Service Specialists by contributing to the team environment and filling in on teller functions (including cash transactions) when needed. Supports the branch goal of identifying and referring a wide range of bank products and services to the appropriate internal business partners. Resolves client issues and requests, exhibiting strong follow-through. Building familiarity with business, consumer, and trust entities. About You High School Diploma or GED, required. 1 year of Teller or other banking experience preferred. Basic knowledge of consumer banking and business products and services offered. Ability and desire to actively develop consumer lending skills. Ability to accurately handle cash, balance accounts and drawers, and perform accurate calculations. Proficient in expanding the client relationship with emphasis on creating new relationships and expanding existing relationships utilizing a personal and business bio and rapport with customers. Ability to obtain a Nationwide Multistate Licensing and Registry (NMLS) preferred. Benefits Competitive Incentive Plan: Earn rewards that match your efforts. Professional Development: Grow your skills with our tailored premier banker programs. Career Growth: Clear paths to achieve your professional goals. Pay range for this role is $22.00 - $26.00. The pay rate for the selected candidate is dependent upon a variety of non‑discriminatory factors including, but not limited to, job‑related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance‑based incentive compensation, and those details will be provided during the recruitment process. We are proud to offer a competitive total rewards package including base wages and comprehensive benefits. We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly. Primary Location 3748 E Coast Highway, Corona del Mar CA 92625 Our Commitment to Diversity Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: View email address on click.appcast.io. #J-18808-Ljbffr
- ## Senior Personal BankerApplylocations: Newport Beach, CAtime type: Full timeposted on: Posted Todayjob requisition id: R157987**About... ...Team Leader / Manager.* Serves as a mentor to fellow Personal Bankers, offering guidance, encouragement and direction as needed.* Is...SuggestedWork experience placementWork at officeWorldwideMonday to Friday
$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...SuggestedImmediate start- ...We’re always looking for diverse, talented, service-oriented people to join our exceptional team.Personal Banker (Member Service Representative III)The pay range for this position is listed below. Our pay ranges are built to allow for candidates with various levels of...Suggested
$25 - $34 per hour
...delivering quality customer service in a fast paced, exciting and ever-changing environment in the Commercial Servicing Department. The Personal Banker is the first level of contact performing client facing functions for the operations area of the department whose focus is...SuggestedHourly pay16 hoursWork experience placementWork from homeFlexible hours- ...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
$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- ...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...Work experience placement
$21.26 - $29 per hour
...About the Role:Relationship Bankers build meaningful, long-term client relationships by exhibiting Breakthrough Client Service Standards... ...a mortgage, otherwise obtain or make a mortgage for another person, represent to the public (through advertising or other means of...Weekend work$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....Work experience placementWork at officeImmediate start$45.9k - $75.9k
...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...Contract workPart timeLocal areaImmediate startDay shift- ...because we're growing—and we want someone to grow with us. We've doubled in the past three years by doing planning the right way: deep, personal, and built around what actually matters to each client. This is a career track, not a support seat. You'll work directly with our...
- ...we offer a full range of relationship-focused services to meet personal, business, and wealth‑management financial objectives. Creating... ...N.A. at sunflowerbank.com. Job Type Full-time Position Private Banker at Irvine, CA Summary Responsible for building and enhancing long...Full timeFlexible hours
$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...$22 - $23.5 per hour
...Next Generation Relationship Banker 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 banking experience across all customer touchpoints...$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$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’...Work experience placementWork at officeLocal areaFlexible hours- At Compak Asset Management, our vision is to enhance the life experience of our clients by delivering integrated wealth management solutions. Founded in 1999, Compak manages wealth for more than 1,000 families and serves clients across 39 states. The firm has offices in...Full timeWork at office
$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- ...with Wealth Advisors to aid in communication regarding financial plans, presentations, and client proposals. Providing comprehensive personal financial planning to clients via a telephone and electronic mail environment. Providing objective education to help clients meet...Work at office
- ...prospect, and acquire clients through networking, referrals, centers of influence, and community engagement; build and execute a personal development plan to exceed sales targets; represent the firm at industry events; partner with marketing, product, and investment teams...Permanent employmentTemporary workWork at office
$120k
Overview New York Life Insurance - Southern California • Newport Beach, CA, US Posted 3 days ago Description Do you embody the following traits? Competitive Creative Receptive to feedback Exceptional communicator If you resonate with these qualities, you have the potential...Relocation package$51k - $320k
...About Us Are you ready to take the next step in one of the most personally and financially rewarding career paths as a Financial Advisor? Can you be motivated to pursue and build a career where you directly contribute to a clients' financial future that transcends generations...InternshipLocal areaFlexible hours- .... This position will be responsible for working with lead advisors to create and manage client financial plans and to recommend personalized planning, investment and impact solutions as part of our allWEALTH experience: enhancing our clients’ lives through alignment of...Work at office
- Capstone Partners Financial is a financial planning firm based in Newport Beach that is built around developing people as much as serving clients. We specialize in helping clients achieve financial stability and prepare for life’s milestones, and we welcome individuals...
- ...and ultra‑high‑net‑worth clients through networking, referrals, centers of influence, and community engagement. Build and execute a personal business development plan to exceed sales targets and growth objectives. Represent the firm at industry events, conferences, and...Permanent employmentTemporary workWork at officeFlexible hours
- ...building long-term relationships with clients. The role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth. Wealth Advisors that join Beacon...
- 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
- Regional Recruiter @ Modern Woodmen of America Launch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of America is a fraternal financial services organization built to help families...Full timeLocal area
$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$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...
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