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.
$22.33 per hour
...Personal Banker Location: US-CA-San Jose Address: 1420 El Paseo de, San Jose, CA Min: USD $22.33 /Hr. Max: USD $33.18 /Hr. Job Summary Want to help strengthen your community's financial health? Looking for an employer that will inspire you and support your career in finance...SuggestedWork at office$49.5k - $82.5k
...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 organization, you will be based in Campbell, CA. Spanish speaking preferred. PNC is an in-office company...SuggestedFull timeTemporary workPart timeWork experience placementWork at officeShift work$23 - $25 per hour
Job Summary We are seeking a professional and customer-focused Personal Banker for a direct hire opportunity in San Jose, CA. This role is a great fit for a banking professional with teller, personal banking, or retail banking experience who enjoys building customer relationships...SuggestedHourly payTemporary work$30 - $45 per hour
...About the job Personal Financial Advisor Job Title: Remote Personal Financial Advisor Hourly Pay: $30 - $45/hour We are seeking a dedicated Personal Financial Advisor to join our work-from-home team. In this role, you will provide individualized financial advice...SuggestedHourly payTemporary workRemote workWork from homeFlexible hoursAfternoon shift$50.1k - $82.8k
...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...SuggestedContract workPart timeLocal areaImmediate startDay shift- ...Fairygodboss is looking for an Associate Relationship Banker in San Jose, California. You will ensure a warm welcome and provide attentive service to clients while assisting them with banking solutions. Responsibilities include managing client relationships and performing...Work experience placement
$22.27 - $33.43 per hour
...RELATIONSHIP BANKER Responsible for contributing to overall branch sales efforts, maintaining best-in-class service levels for their... ...ways in which products and services can meet their business or personal objectives. Manages an active client relationship portfolio with...Hourly payRemote work- Role Overview This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self‑service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing...Shift workWeekend workDay shift
- ...Position Summary The Relationship Banker assists members with a full range of financial products and services in a retail branch setting... ...servicing and maintenance, and processes loan applications in person or through Virtual Branch, identifying opportunities to deepen member...Full timeWork at officeLocal areaRemote workFlexible hoursNight shiftWeekend workAfternoon shiftEarly shift
$25 - $27.88 per hour
Job Description: 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 every...Hourly payWork at officeShift workWeekend workDay shift- ...Relationship Banker Santa Clara, California;Los Gatos, California; Campbell, California; San Jose, California; San Jose, California To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required...Work at officeShift workWeekend workDay shift
- ...Relationship Banker Milpitas, California To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position....Work at officeFlexible hoursShift workWeekend workDay shift
- ...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
- 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 every day. Being a Great Place...Work at officeShift workWeekend workDay shift
- JPMorgan Chase & Co. is seeking a Relationship Banker in San Jose, California, to enhance client relationships and provide excellent service. You will engage with clients, understand their financial needs, and offer tailored solutions using advanced banking technology....
- Join Tech CU as a Relationship Banker and be the go-to expert our members trust. You’ll handle day-to-day banking, open accounts, support lending needs, and turn great service into lasting relationships that drive growth for our members and for you. What makes this role...
$19 - $23 per hour
...to ensure customers’ financial goals are met. Provide quality personalized customer service, maintain frequent customer contact to expand... ...as required for business needs. Other Details Relationship Banker I: $19.00 - $23.00 / hour Relationship Banker II: $22.00 - $2...Full timeWork experience placementFlexible hours$25 - $27.88 per hour
This role is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self‑service resources, such as mobile banking, online banking or ATM. It involves accurately and efficiently processing cash transactions, engaging in ...Hourly payShift workWeekend workDay shift$165k - $175k
...Wealth Advisor serves as a key relationship manager, ensuring high client retention by meeting all service needs and developing personalized wealth planning strategies. This role involves onboarding new clients through various programs and serving as a secondary advisor...Local areaFlexible hours$1,000 per month
Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal area- ...additional Wealth Advisors, Client Service Specialists, Private Bankers, and Wealth Strategists. We are part of a community bank, and... ...Columbia corporate culture in all actions and words. Takes personal initiative and is a positive example for others to emulate....Immediate start
$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$25 - $31 per hour
...Maintaining up to date information on new federal regulations Assisting with Private Loans Packaging VA benefits Regular, in-person attendance up to 5 days per week on campus/on site is an essential function of this position This role requires on-site...$750 per week
...CFP. Unique opportunity to pursue leadership and specialized roles. An award-winning training program to help you get started. Personalized coaching, assistance with market development, and administrative support. Eligibility for Launch Accelerator Program stipend, an...Full time$96k - $144k
...prepare high quality reports and presentations, and to maintain high levels of quality with a heavy work load. Must demonstrate strong personal ethics, the ability to influence and negotiate, and the ability to effectively manage stress and engage in continuous learning....Visa sponsorship$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- ...dedicated to helping clients build and protect their wealth. With licenses across the U.S., Canada, Mexico, and beyond, we offer personalized financial strategies that empower individuals to secure their financial future. Why This Role Fits Your Life: You’ve spent...Extra incomePart timeRemote work
$117.36k
...college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come and grow personally and professionally alongside your clients. What we offer… Training and Development We’ll equip and train you with a multifaceted...Full timeContract work- Northwestern Mutual is offering an internship for College Financial Representatives in Campbell, California. Students will learn to develop their financial planning practice while gaining valuable experience and earning performance-based compensation. Responsibilities ...Full timeInternshipFlexible hours
- ...clients, while learning to develop your own practice with our help. Receive training in a collaborative environment, and expand your personal knowledge of the financial industry. Learn to assist clients in making sound financial decisions. Build and maintain long‑term...
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