Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Personal Banker

$25 - $32 per hour

First Bank & Trust Company

About this Role

In this role, you are the first point of contact for our clients! In addition to welcoming our clients, you will strengthen relationships with our world-class client service model. You will deliver a full conversation with every interaction to identify appropriate financial solutions. Leverage internal partnerships to acquire, expand and retain client base.

In this Role You Will

  • Client Acquisition and Engagement : Acquire and deepen the branch client base through proactive service and sales activities, including needs assessments and tailored financial solutions.
  • Advice and Guidance : Drive solutions-based conversations to meet clients' financial needs, enhancing loyalty through various interactions. Offer advice on digital and self-serve banking options to simplify and expedite transactions.
  • Risk Management and Operations : Manage risk by adhering to policies and procedures, ensuring efficient and accurate branch operations.
  • Other Duties : Perform other duties as needed.
Note: As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements.

Qualifications, Competencies and Skills
  • High School Diploma or Equivalent
  • Previous cash-handling experience preferred
  • Minimum of 24 months of sales and/or banking experience preferred
  • Life License (LB) preferred
  • NMLS registry required
  • Proven sales skills
  • Good analytical skills
  • Developed customer service skills, including written and verbal communication
  • Ability to use a PC and alpha/numeric keyboard
  • Flexible work week schedule, which may include Saturdays

Compensation Disclosure

The range for this role takes into account many factors that First Bank considers when making hiring decisions, including but not limited to prior experience, skill set, training, and other internal business and organizational factors. First Bank generally does not hire at or near the top of the stated range. The range is driven by the geographic location of the anticipated hiring location; however, the specific range may vary depending on the geographic location for remote positions. Compensation decisions depend on the specific facts and circumstances of each hiring instance.

A reasonable estimate of the current pay range is $25-$32.

#INDSL1
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Personal Banker in Santa Barbara, CA vacancy
  •  ...Personal Banker I Join Montecito Bank & Trust as a Personal Banker I! As the largest locally owned community Bank on the Central Coast, Montecito Bank & Trust is committed to our founding principle: to make the communities we serve better places to live and work.... 
    Suggested
    Full time
    Visa sponsorship

    Montecito Bank & Trust

    Santa Barbara, CA
    5 days ago
  •  ...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! Individuals... 
    Suggested
    Flexible hours

    FirstBank

    Santa Barbara, CA
    1 day ago
  • $41.71k - $69k

     ...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... 
    Suggested
    Local area
    Immediate start
    Day shift

    Koitecc Solutions

    Santa Barbara, CA
    4 days ago
  • 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 day...
    Suggested
    Work at office
    Shift work
    Weekend work
    Day shift

    Bank of America

    Santa Barbara, CA
    3 days ago
  •  ...Relationship Banker Santa Barbara, 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... 
    Suggested
    Work at office
    Shift work
    Weekend work
    Day shift

    Bank of America

    Santa Barbara, CA
    3 days ago
  • $41.71k - $69k

     ...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 and... 
    Contract work
    Part time
    Local area
    Immediate start
    Day shift

    Bank of Montreal

    Santa Barbara, CA
    2 days ago
  • $41.71k - $69k

     ...quality of the lending portfolio, complying with yield, quality, diversification, and risk guidelines. Make credit recommendations for personal lending transactions, including home financing, following sound credit granting principles and bank policies. Act as a key member... 
    Local area
    Immediate start
    Worldwide
    Day shift

    BMO U.S.

    Santa Barbara, CA
    2 days ago
  • $127.63k - $237.01k

     ...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... 
    Remote work

    City National Bank

    Santa Barbara, CA
    3 days ago
  • JPMorgan Chase & Co. is seeking a Relationship Banker in Santa Barbara, California. In this role, you will represent the brand with...  ...The position entails adherence to banking regulations and providing personalized financial services. #J-18808-Ljbffr JPMorgan Chase & Co.

    JPMorgan Chase & Co.

    Santa Barbara, CA
    3 days ago
  • $28.07 - $30.97 per hour

     ...Campus Working Days and Hours: Monday - Friday, 8AM - 5PM Benefits Eligibility: Full Benefits Remote or Hybrid Work Arrangement: In-Person; Hybrid Eligible Department Marketing Statement OFAS Mission Statement: The University of California, Santa Barbara Office of... 
    Work at office
    Local area
    Remote work
    Monday to Friday

    University of California, Santa Barbara

    Santa Barbara, CA
    3 days ago
  • $180k - $200k

     ...client service while taking on new clients Speak your mind, have your voice heard, innovate and streamline existing processes Grow personally and professionally with the support of your team and leadership Be financially rewarded for putting in the hard work What you... 
    Full time
    Immediate start

    Mission Wealth

    Santa Barbara, CA
    4 days ago
  •  ...advisor for high-net-worth client households. You will retain and grow assets by delivering proactive, tailored financial advice with a personal and strategic approach. Responsibilities include onboarding, financial planning, and investor education, coordinating with a... 
    Private practice

    Empower Retirement

    Santa Barbara, CA
    2 days ago
  • Responsibilities When searching for future advisors, we look for a variety of skillsets that have proven to be leading indicators of success. In addition to the below, you have a responsibility to expand a business practice by use of effective prospecting and referral‑...

    Frey Consulting Group

    Santa Barbara, CA
    1 day ago
  •  ...engagements). Deeply understand clients’ and prospective clients’ needs, priorities and concerns to accelerate trust and create personalized, comprehensive strategies to help clients achieve their goals. Oversee branch processes, roles and responsibilities to ensure a... 
    Full time
    Work at office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Santa Barbara, CA
    2 days ago
  • $90k - $100k

     ...vendor website navigation. What to Expect from Your Career at CAPTRUST CAPTRUST offers a supportive culture with opportunities for personal growth. Benefits include a fully stocked break room, employee events, and a collaborative team environment. Benefits Employee... 
    Temporary work
    Local area
    Flexible hours

    CAPTRUST

    Santa Barbara, CA
    3 days ago
  • $125.4k - $181.88k

     ...achieve financial freedom. Empower Yourself. The ideal candidate lives in the Santa Cruz area and is excited to meet with clients in person, based on client needs. This position offers competitive bonus compensation on top of the base pay. The Senior Private Wealth... 
    16 hours
    Temporary work
    Work experience placement
    Casual work
    Private practice
    Local area
    Remote work
    Flexible hours

    Empower

    Santa Barbara, CA
    4 days ago
  • 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 throughout life. Together with our members...
    Local area

    Modern Woodmen

    Santa Barbara, CA
    5 days ago
  • $45k - $100k

     ...delivering tailored financial solutions, and leading a branch team. Key Responsibilities Prospect and acquire new clients through in-person and virtual outreach. Understand clients’ goals and develop comprehensive, personalized strategies. Oversee branch processes,... 
    Traineeship
    Work experience placement
    Flexible hours

    Edward Jones

    Santa Barbara, CA
    3 days ago
  • $21 - $27 per hour

     ...Mechanics Bank is currently searching for a full time Universal Banker to join our team at our Santa Barbara Milpas Branch. The...  ...business lending opportunities. Works with leadership team to achieve personal goals in the areas of deposit growth, business relationship... 
    Hourly pay
    16 hours
    Full time
    Work experience placement
    Work at office
    Work from home
    Flexible hours
    Shift work
    Night shift

    Dormont Manufacturing Company

    Santa Barbara, CA
    9 hours ago
  • $50k - $60k

    3 days ago Be among the first 25 applicants This range is provided by Northwestern Mutual. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range $50,000.00/yr - $60,000.00/yr Additional compensation types Annual...
    Full time
    Work at office
    Home office
    Monday to Friday

    Northwestern Mutual

    Santa Barbara, CA
    4 days ago
  • $41.71k - $50.5k

     ...media, tablets, smartphones, and online tools. Some experience in consultative customer service or sales roles. Basic knowledge of personal banking products and specialized business banking solutions. Strong interpersonal, communication (verbal & written),... 
    Part time
    Local area
    Monday to Friday
    Flexible hours
    Shift work
    Day shift

    Bank of Montreal

    Santa Barbara, CA
    1 day ago
  • $41.71k - $50.5k

     ...Collaborates with BMO partners to identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking. Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital... 
    Contract work
    Part time
    Bank staff
    Local area
    Day shift

    Bmo

    Santa Barbara, CA
    5 days ago
  • Description People's Self-Help Housing (PSHH) is looking to hire a motivated and experienced Portfolio Manager. The Portfolio Manager works under the direction of the Associate Director of Property Management. Portfolio Managers are responsible for direct supervision of...
    Work at office
    Work from home

    People Inc

    Santa Barbara, CA
    4 days ago
  • Job Summary We are seeking an experienced Banker/Teller for a full‑time direct hire opportunity in Santa Barbara, CA. The role aligns at...  ..., and client retention goals. Respond to client inquiries in person and by phone while delivering courteous, professional, and solutions... 
    Full time
    Temporary work

    AppleOne Employment Services

    Santa Barbara, CA
    3 days ago
  • $108k - $137k

    If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process. Business Banking Relationship Manager Regular Full-Time Goleta, CA, US Salary Range: $108,000.00 To $137,000.00 ...
    Full time
    Work experience placement
    Visa sponsorship

    Montecito Bank & Trust

    Santa Barbara, CA
    3 days ago
  • Montecito Bank & Trust in Goleta, CA is seeking a full-time Business Banking Relationship Manager. You will deliver a world-class experience by serving business clients with financial solutions and expert advisory. This role emphasizes building and managing relationships...
    Full time

    Montecito Bank & Trust

    Santa Barbara, CA
    3 days ago
  • $85k - $145k

     ...Certifications: Certified Financial Planner (CFP) designation; additional certifications Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC) would be considered... 
    Temporary work
    Work at office
    Local area
    Monday to Friday
    Flexible hours

    Mercer Advisors

    Santa Barbara, CA
    8 days ago
  •  ...laws and regulations and upholding ethical practices within various product lines such as mortgage, small business, auto lending, personal loans, and retail products. Assists in the administration of the Bank’s compliance program. Responds to compliance questions from... 
    Bank staff
    Work at office

    American Riviera Bank

    Santa Barbara, CA
    29 days ago
  • $1,000 per month

    Position Summary At The Towbes Group, we proudly create communities where people thrive. Headquartered in Santa Barbara, California, The Towbes Group is an award-winning, fully integrated property management, development, and construction services firm with over 60 years...
    Full time
    Work at office
    Local area
    Flexible hours
    Shift work

    The Towbes Group, Inc.

    Goleta, CA
    a month ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Personal Banker. Be the first to apply!