Personal Banker
Jobtailor
Asking personalized questions to convert transactions, account maintenance and other routine service requests into cross-sell conversations that deepen client relationships while meeting the customers needs Personally creating sales opportunities by calling leads, visiting businesses to offer workplace banking, and developing referral networks Achieving your daily key performance metrics while balancing competing priorities Learning processes like transactions, managing a cash drawer and completing bank documentation that you consistently perform according to industry and legal standards Other job duties as assigned Requirements HS Diploma or equivalent One year of experience in a retail environment engaging with customers and making product recommendations that lead to sales or relevant experience Reliable transportation and ability to work branch hours, including weekends and some evenings Ability to obtain NMLS registration within 90 days Core Competencies Demonstrates strong customer engagement and sales skills by converting routine service requests into cross-sell opportunities while adhering to industry standards. Capable of managing transactions and maintaining a cash drawer effectively, with a focus on achieving performance metrics. Highest-signal resume keywords Customer Engagement Sales Opportunity Creation Key Performance Metrics Achievement Transaction Management NMLS Registration ATS Optimization Keywords Hard Skills Sales Techniques Product Recommendations Cash Drawer Management Bank Documentation Transaction Processing Soft Skills Relationship Building Time Management Communication Skills Certifications & Qualifications NMLS Registration Industry Keywords Retail Banking Cross-Selling Client Relationship Management Lead Generation Referral Networks #J-18808-Ljbffr
$24 - $25 per hour
...Personal Bankers at UMB are experts at building customer relationships and recommending and selling products and services. Personal Bankers use their product knowledge and every interaction to identify needs and offer financial solutions to help customers secure their...SuggestedLocal areaFlexible hours$24 - $25 per hour
...Personal Bankers at UMB are experts at building customer relationships and recommending and selling products and services. Personal Bankers use their product knowledge and every interaction to identify needs and offer financial solutions to help customers secure their...SuggestedLocal areaFlexible hoursAfternoon shift$20.55 - $25.05 per hour
...Compensation Range Hourly: $20.55 - $25.05 (Amount based on relevant experience, skills, and competencies.) About This Job Our Personal Bankers are personable, goal-oriented, and have a passion for helping our customers improve their financial health. As a Personal...SuggestedHourly payPart timeMonday to FridayShift work- ...PNC Financial Services Group, Inc. is seeking a Personal Banker in Tampa, FL to deliver proactive sales and exceptional customer service at the N Dale Mabry branch. Bilingual Spanish is required. This in-office role focuses on deepening customer relationships and leveraging...SuggestedWork at office
- ...Fifth Third Bank is seeking candidates to join a rotational program that leads to a Retail Personal Banker I role. The program spans 4–8 weeks and includes operations and Sales & Service rotations, with a certification at the end. The role focuses on consultative sales...SuggestedRotational program
$29.79 - $44.68 per hour
Pay Range: $29.79 - $44.68 Scheduled Weekly Hours: 40 What You’ll Be Doing Provides world‑class member service to members visiting branch/service center locations. Provides detailed information and promotes credit union products and services to build relationships. Processes...$20.55 - $25.05 per hour
...About This Position Personal Banker at Commerce Bank is a retail banking role that builds and maintains long‑lasting relationships with customers and internal departments. The goal is to uncover each customer’s financial needs and guide them toward suitable solutions....Hourly payPart timeLocal areaMonday to Friday$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(n) Personal Banker within PNC’s Retail Branch organization, you will be based in Lexington Park, Maryland. PNC is an in-office company that...Full timeTemporary workWork experience placementWork at officeShift work- ...U.S. Bank is seeking a Client Relationship Consultant 1 (Banker) in Alturas, CA. You will engage customers through multiple channels and provide counsel on deposit and loan products while guiding clients through digital-first experiences. The role emphasizes building...
- ...institution, building and maintaining that relationship and offering advice and guidance related to bank accounts. As a relationship banker, you will have broad knowledge of the products and services offered by Encore Bank as well as the needs and financial goals of our...Full timeWork at officeShift work
- ...— you’ll build lasting relationships and help customers reach their financial goals. As a **Relationship Banker**, you’ll gain hands-on experience across personal banking, customer service, and teller operations, all while being part of a supportive, family-owned bank...Full timeMonday to Friday
- ...UMB Financial Corporation seeks a Personal Banker to build customer relationships, advise on products, and drive sales. You’ll receive extensive training on UMB’s offerings and work with leaders who mentor and share expertise. The role emphasizes personalized questions...
$22 - $25 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...Full timeFlexible hoursWeekend work$260k - $390k
BANKING & FINANCE ASSOCIATE ATTORNEY BANKING & FINANCE PRACTICE GROUP Locations: New York, NY | Los Angeles, CA / San Francisco, CA HYBRID Our client, a prestigious Amlaw 50 firm, is seeking a highly motivated Banking & Finance Associate Attorney to join its sophisticated...Work at office$90k - $150k
This range is provided by Selby Jennings. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range $90,000.00/yr - $150,000.00/yr Direct message the job poster from Selby Jennings Recruitment Consultant Financial...Full timeWork at office- ...Ultra-High-Net-Worth (UHNW) and High-Net-Worth (HNW) clients, providing goal-oriented investing, expert guidance, and exceptional personalized service. Their services also include business management, tax strategy, insurance, and financial planning . About the Role We...Full timeRemote work
$90k - $110k
...deepening relationships and expanding your practice rather than starting anew. Strengthen your competitive advantage within your personal developing networks and community by leveraging Covenant Trust’s investment management services, trust administration services, and...$58.44k
...deployment event or to cover an existing assignment for counselors who are absent. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military installations. Services include education...Contract workTemporary workWork experience placementWork at office- ...What you’ll do: As the personal coach to our Nation’s military families, you will focus on financial plans that are constantly evolving to pursue short-term and long-term financial goals. You will provide guidance to military families on managing day-to-day finances,...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
- ...Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry‑leading training, mentors, and products. As a Financial Advisor...Work at officeFlexible hours
- A financial services company in California is seeking motivated individuals for the role of Financial Professional. This position emphasizes empowering clients through financial education while providing a supportive and flexible work environment. Candidates will assist...Remote workFlexible hours
- SKYKEY FINANCIAL BOOKS APPOINTMENTS ON YOUR CALENDAR! SkyKey Financial is looking for motivated Retirement Specialists — scholar-athletes and candidates with athletic backgrounds strongly encouraged to apply, as we’ve consistently seen them succeed in sales and client ...Full timePart time
- ...company dedicated to helping families build and protect their wealth. Licensed across the U.S., Canada, Mexico, and beyond, we offer personalized financial solutions that make a real difference in the lives of our clients. Why This Role is Perfect for You: As a stay-at-home...Remote jobExtra incomeImmediate startWork from homeFlexible hours
- ...Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith. Provide personal, actionable and achievable advice and connect clients to Thrivent products and programs. Develop and maintain genuine, long‑term...Full time
$28 - $33 per hour
Overview Financial Solutions Advisor Registration Candidate - South Bay Market. This requisition contains multiple locations but there is not an immediate opening for every location listed. At Bank of America, we are guided by a common purpose to help make financial lives...Full timeInternshipWork at officeImmediate startMonday to FridayShift workDay shift$110k - $125k
Executive Search Consultant | Delivering Gems of Talent to RIA's, Single Family & Multi-Family Offices Nationwide Location : Irvine, CA Overview Boutique wealth management firm in Irvine, CA serving high net worth clientele seeks a Financial Advisor to support client relationships...Full time$50 - $60 per hour
A leading AI development firm is seeking a Wealth Manager to help train AI models in financial reasoning. Responsibilities include reviewing AI outputs and providing expert feedback. Ideal candidates will hold advanced degrees in finance and possess strong analytical skills...Remote jobHourly payFull timePart timeFlexible hours- Job Description New York Life Irvine is currently seeking Driving Financial Professionals to become part of our team. We are in interviewing leadership-oriented individuals who may be selected to become Financial Advisors in our General Office. A New York Life Financial...Base plus commissionContract workWork at office
$50k - $150k
...Exceptional communication, presentation, time-management, and organizational skills Strong networking abilities within businesses and personal communities Ability to listen to client needs and provide suitable financial solutions Proficiency with computer systems and...Work at officeLocal area- Lead complex, cross-functional initiatives that expand and enhance wealth management offerings, including investment advice, financial planning, retirement income, and participant guidance. Serve as a senior expert in financial planning and wealth management, helping shape...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Personal Banker. Be the first to apply!
- private banker California, MO
- personal banker California, MO
- personal training part time California, MO
- entry level personal training California, MO
- personal injury paralegal California, MO
- personal security California, MO
- attorney personal injury California, MO
- personal training California, MO
- personal injury legal assistant California, MO
- junior private banker

