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.
- ...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...SuggestedWork experience placementFlexible hours
$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...SuggestedWork at office- ...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...SuggestedLocal area
- ...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...SuggestedLocal 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...SuggestedTemporary workWork experience placementLocal area
- ...other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use...Temporary workWork experience placementLocal area
- ...opportunity to contribute to the company’s success. As a Relationship Banker Business Specialist within PNC's Lincoln Height Branch, you... ...(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
- ...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
- ...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/II/III - Stone Oak Financial Center The Relationship Banker is responsible for delivering an exceptional banking... ...or through appropriate referrals. Engage customers through personal connections, open-ended questions, and active listening to...Work experience placement
- 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...Work at officeFlexible hoursShift workWeekend workDay shift
- ...Private Client Banker You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion...Immediate startAfternoon shift
$95.6k - $188.4k
Position Summary Our Deloitte Regulatory, Risk & Forensic team helps client leaders translate multifaceted risk and an evolving regulatory environment into defensible actions that strengthen, protect, and transform their organization. Join our team and use advanced...Local area$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 timeContract workFor contractorsInternshipLocal areaFlexible hours- Equitable Advisors in San Antonio seeks motivated individuals to join their wealth management team. We offer a supportive environment for early-career professionals, including mentorship, flexible work-life balance, and comprehensive training. Ideal candidates will have...Flexible hours
- ...and motivate clients to take the first or next step on the path to financial security. What Our Financial Advisors Do They are the personal coach to our Nation’s military families and are focused on a financial plan that is constantly evolving to meet short‑term and...Hourly payMinimum wageFull timeTemporary workFor contractorsTraineeshipInternshipWork at officeLocal areaHome office
- 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
- 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
- ...knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people's success - today and tomorrow. While we are rooted in core financial products, we are...Work at officeImmediate startDay shift
- Position Summary I In an increasingly challenging environment marked by disruptive tech like AI, market uncertainty, and regulatory change, finance and global business services leaders recognize the opportunity to better serve the enterprise, shareholders, customers...Local areaVisa sponsorship
- ...the Job The Financial Planning Advisor assists in carrying out the department's mission to provide professional knowledge, personalized services and support to students and their families to bridge the gap between family resources and educational expenses. They develop...Work at officeLocal area
- ...support actions and aid in annual audits and other reviews. Answers questions and requests from students, parents, or guardians in person or in writing regarding financial aid programs and eligibility. Exercises professional judgment by making adjustments or revisions...Weekend workAfternoon shift
- ...Job description: Financial Advisors at Northwestern Mutual help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with...Full timeWork at officeRemote workMonday to FridayWeekend work
- ...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
- ...Investment Adviser committed to helping families and business owners manage wealth with purpose. Our mission is to equip people with personalized advice and strategic planning that fuels generosity, confidence, and lasting impact. Rooted in faith and inspired by 1...
$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 work- Job Description Job Description We are seeking an experienced Financial Counselor to ensure the accurate and timely processing of patient accounts and to coordinate all aspects of patient billing, credits, and Accounts Receivable (A/R) collections. This role is responsible...Extra incomeFull timeWork at officeMonday to Friday
$70k - $85k
...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...Full timeInternshipWork at officeLocal areaRelocationFlexible hours$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- ...located across the country that serve more than 15,000 clients and manage over $220 billion in client assets. We combine a boutique's personal service, creativity and objective advice with the extensive resources and vast intellectual capital of an innovative industry...Permanent employmentTemporary workWork at officeFlexible hours
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