Personal Banker
TradeJobsWorkForce
Personal Banker Job Duties: 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 new account production goals as assigned by upper management.
Processes deposits and pay out funds in accordance with bank procedures, recording all transactions accurately and balancing each day's operations.
Receives cash and checks for deposit, verifies amounts, and looks for check endorsements.
Examines cash carefully to guard against acceptance of counterfeit checks and identification.
Enters transactions into computer and issues customer receipts.
Sells and prepares money orders, cashier's checks, bank-to-bank wires, savings bonds, travelers' checks, and certificates of deposit.
Processes Western Union wires and cash advances.
Cross-sells bank services and products.
Provides bank services to a diverse customer base.
Performs other tasks as requested by supervisors as they relate to the bank and its functions.
TradeJobsWorkForce- Citi in San Francisco is seeking an entry-level Personal Banker under the SAFE Act. You will support sales and service activities, work with customers to build loyalty and increase client relationships. This role coordinates with the customer service team to drive cross...Suggested
- PNC is seeking a Personal Banker to grow the branch customer base and enhance the customer’s financial wellbeing. You will drive proactive sales, manage the customer experience, and collaborate with ecosystem partners to expand wallet share. Responsibilities include effective...Suggested
$45.38k - $75.63k
...culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Personal Banker within PNC's Retail Banking organization, you will be based in Denver, CO at the 6th & Broadway branch. PNC is an in-office company...SuggestedFull timeTemporary workWork experience placementWork at office$250k
The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to build...SuggestedFull timeMonday to Friday$122.54k - $208.72k
...PRIVATE BANKER WHAT IS THE OPPORTUNITY? Develops and manages client relationships with high- net- worth and ultra-high-net-worth... ...externally through referrals from clients and Center of Influences, personal community involvement, and from internal partners. Profile...SuggestedRemote work$120k - $250k
...and delivery of solutions that meet the client’s complex balance sheet management needs while providing expert service and highly personalized interaction. Develops and executes a business plan to profitably grow overall banking revenue while maintaining adherence to the...Contract workPart timeLocal areaShift work- ...Actively seeking a Private Banker for a very successful regional financial institution: Responsible for new business development, retention, and growth of high net worth client relationships. Coordinates and leverages a team of banking, trust, and investment...Work experience placement
$50k - $100k
...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...Contract workPart timeLocal areaImmediate startDay shift$26 - $29 per hour
...East West Bank is seeking a Senior Relationship Banker to deliver a high-quality banking experience. You will manage customer relationships, achieve sales goals across various financial products, and provide critical financial services. An ideal candidate has 2+ years...Hourly pay- ...Private Banker Associate We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and...
$120k - $193.5k
...Private Banker Mechanics Bank is currently searching for a Private Banker to join our team. Here at Mechanics Bank, we value connection... ..., partnership, long term relationships and working together in person. This role will be working on-site. As a Private Banker, you...16 hoursWork experience placementLocal areaWork from homeFlexible hours- ...Relationship Banker (SAFE) Wells Fargo is seeking a Relationship Banker (SAFE) to join our National Branch Network, where trusted... ...coordinating warm introductions, setting clear expectations, and taking personal ownership to convert qualified opportunities into closed...Temporary workWork experience placementImmediate start
- ...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
$29.08 - $35.54 per hour
...Relationship Banker Relationship Bankers build relationships with customers by meeting face to face and engaging them when and where they need to provide the best possible counsel. Strong client relationships are based on trust, assessing and attending to customers...Temporary work$26 - $29 per hour
...Senior Relationship Banker Being the next generation Senior 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...- U.S. Bank is seeking a Relationship Banker II to engage clients via in-person, appointment, and virtual channels, offering guidance on deposits, loans, and digital tools while delivering a seamless customer experience. The role requires business-level Cantonese, NMLS registration...
- ...expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with... ...Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand...Immediate startAfternoon shift
- U.S. Bank is seeking a Relationship Banker in San Francisco to build client relationships by meeting face to face and providing tailored financial guidance. You will open and service accounts, originate loans, and educate clients on deposit and loan products, while collaborating...
- Citi is seeking an entry-level Personal Banker in South San Francisco, CA. The role supports customer service and sales activities, aiming to foster customer loyalty and increase client relationships. The position involves handling small business and consumer product referrals...
- JPMorgan Chase in San Francisco is seeking a Relationship Banker to deliver warm, knowledgeable service and build lasting client relationships using our banking solutions and digital tools. You will meet clients in-branch and by phone, understand their financial needs,...
- ...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!...Flexible hours
- ...ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives...Immediate startAfternoon shift
- Citigroup Inc. is seeking an entry-level Personal Banker SAFE Act in Mill Valley, CA. The role supports the customer service team to foster client relationships, help increase sales to individual consumer clients, and deliver a remarkable client experience. The position...
- U.S. Bank in San Francisco is seeking a Relationship Banker to build strong client relationships by meeting face to face and advising on deposit and loan products. You will open accounts, process transactions, and collaborate with branch colleagues to deliver exceptional...
- BMO is expanding its DeNovo branch network and seeks a Retail Relationship Banker who can deliver exceptional customer service, identify financial solutions, and build long-term client relationships in the San Francisco area. You will engage customers, assess needs, and...
- Chase is hiring a Relationship Banker to represent our brand with hospitality, leveraging banking solutions and fintech to meet clients’ financial needs. You will acquire, manage, and retain relationships within the branch, delivering thoughtful solutions and superior...
$29.08 - $35.54 per hour
...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... ...what you excel at—all from Day One. Job Description Relationship Bankers build relationships with customers by meeting face to face and...Temporary workLocal area- First Bank in San Francisco seeks a Relationship Banker to drive growth through proactive sales, needs-based banking guidance, and deep client relationships. You will open accounts, cross-sell products, and educate clients on digital banking while meeting branch goals....Work at office
$29.5 - $36 per hour
About This Role The Relationship Banker is a sales-focused retail banking professional responsible for acquiring new clients, deepening... ...ideal for candidates with experience as a Relationship Banker, Personal Banker, Universal Banker, Branch Banker, Financial Services...Hourly payFor contractorsWork at officeRemote work$26 - $29 per hour
East West Bank is seeking a Senior Relationship Banker in San Francisco, CA. In this role, you will manage customer relationships, achieve sales goals, and provide financial services across products. Candidates should have at least 2 years of banking sales experience,...Hourly pay
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