Personal Banker
TradeJobsWorkforce
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 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.
- ...Companies list of best workplaces “to grow your career” in the U.S. Join us! About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) to join our National Branch. In this frontline role, you will build relationships with customers by supporting everyday...SuggestedWork experience placementFlexible hours
- ...their financial success. Follow established policies in accordance with the bank and the supervisor’s direction. Accountable for the personal achievement of monthly new account production as assigned by upper management. Participate in an active sales environment that may...SuggestedWork experience placementWork at officeFlexible hoursAfternoon shift
- ...direction Evaluate customer relationships, new and existing account holders, to offer bank products and services Accountable for the personal achievement of monthly new account production as assigned by upper management Participate in an active sales environment that may...SuggestedWork at officeFlexible hoursAfternoon shift
- ...Personal Banker At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all...SuggestedFull timeTemporary workPart timeWork at office
- ...Frost Personal Banker I It's about interactions more than transactions. Do you love serving others and being a helpful hand regardless of the issue? Do people often tell you that you brought them joy just by being you? Are you known for your ability to adapt in everchanging...Suggested
- ...Associate Personal Banker (SAFE) Wells Fargo is seeking an Associate Personal Banker (SAFE) to join our National Branch. In this frontline role, you will build relationships with customers by supporting everyday banking needs through in-branch interactions, scheduled...Work experience placementFlexible hours
- ...Personal Banker At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all...Full timeTemporary workPart timeWork experience placementWork at office
- ...Branch Relationship Banker (Personal Banker) At Amegy Bank, people and culture are at the heart of everything we do. "Everyone counts" isn't just a phrase. It is woven into all aspects of our organization. We know that to be successful in delivering the best to our...Full timeFlexible hours
- ...Relationship Banker Business SpecialistAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace...Work experience placementWork at office
- ...America) Please review the following job description: Responsible for providing an industry leading client service experience both in person and on the phone through the development and expansion of new and existing client relationships. Provides financial solutions that...Full timePart timeWork at officeShift workNight shiftWeekend workDay shift
- ...preserve, and protect their wealth is what you'll do as a Private Banker. We believe that no financial challenge is too big and no... ...be the direct contact to handle your client base and provide a personal touch experience. Our team culture inspires our entrepreneurial...Local area
- ...Private Banker 4 Private Banker 4's coordinates the integrated delivery of wealth products and services to high net worth clients... ...revenue generating client relationships Delivers object and sound personal financial planning and advisory concepts to defined Private...Local area
- ...Truist is seeking a client-focused professional to provide industry-leading service in person and via phone, while expanding client relationships and offering financial solutions. You may also perform teller duties as needed and support branch sales objectives. The role...Work at officeWeekend work
- ...requests made through digital channels, by mail, phone, fax and in person. Responsible for processing loan applications, booking,... ...Lockhill Crossing Number of Openings 1 Position Private Banker Position Requirements Salary Range Min: $42,806, Mid: $...Full timePart timeWork at officeRemote workShift workWeekend workAfternoon shift
- ...Broadway Bank in San Antonio, TX seeks a Relationship Banker to deliver an exceptional banking experience and build lasting customer relationships by offering a full range of products and services. You will handle transactions, open accounts, process loans, and educate...
- ...About UsPlainsCapital Bank was founded in 1988 by a group of young bankers who dreamed of bringing relationship banking to their hometown... ...services to fit any business model and convenient services, personal attention, and account features to help simplify managing personal...Local area
- ...Private Banker 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 are looking...Temporary workWork experience placementLocal area
- ...Private Banking Position Private Bankers develop and manage a portfolio of private banking clients including business owners and senior executives, entrepreneurs, doctors and other medical practitioners, attorneys, CPA's and wealthy individuals and families. This would...Bank staff
- ...Relationship Banker I/II/III - Main Financial Center Position: Relationship Banker I/II/III - Main Financial Center | Division: Retail... ...largest independently owned banks in Texas with offerings in personal and private banking, wealth management, business banking and...Work experience placementMonday to Friday
- ...Job Title Responsible for providing an industry leading client service experience both in person and on the phone through the development and expansion of new and existing client relationships. Provides financial solutions that meet client needs based on consultative...Temporary workWork at officeNight shiftWeekend work
- ...Relationship Banker I - Floater Do you approach serving every customer like they are your family member? Are you intuitively aware... ...learning mindset? Do you revel at the opportunity to provide personalized service that creates customer loyalty? Are you addicted to a...Temporary workShift work
- ...Relationship Banker Business Specialist At PNC, our people are our greatest differentiator and competitive advantage in the markets... ...(EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age,...Full timeTemporary workPart timeWork experience placementWork at office
$70k
Personal Banker – To $70K – San Antonio, TX – Job # 3562 Who We Are The Symicor Group is a boutique talent acquisition firm based in Schaumburg, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting...Work at office- ...Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment... ...all while ranking first in customer satisfaction. Our business bankers work in the Consumer Bank to provide financial solutions to small...
- ...Manage a book of roughly 150 client households within our client’s segmentation and service model. Lead discovery meetings; craft personalized plans covering investments, cash flow, risk management/insurance, retirement readiness, tax strategies, and estate...
- ...at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their...InternshipWork at officeLocal areaRelocationVisa sponsorshipFlexible hours
$28k - $125k
...communication and progress tracking Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance Product and Service Consultation: Discuss financial products and...Full timeWork experience placementWork at officeLocal areaFlexible hours- Voya Financial Advisors is seeking entrepreneurial Financial Advisors to help individuals and families achieve their retirement and financial goals. In this role, you will focus on serving clients within the tax‑exempt market, including educators, healthcare professionals...
$120.56k
Build a career that’s designed to last. For over 180 years, New York Life has helped individuals, families, and businesses navigate life’s financial decisions through changing markets and generations. As a Financial Professional, you’ll play a direct role in helping people...Full timeContract workTemporary workTraineeship- Join Northwestern Mutual as a College Financial Representative in San Antonio, Texas. This internship allows you to build a financial planning practice and learn critical skills. Engage with experts, gain exposure to financial products, and enjoy a flexible schedule. Key...Full timeInternshipFlexible hours
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