Personal Banker
$22.33 per hourWaFd Bank
Min USD $22.33/Hr. Max USD $33.18/Hr. Job Summary The Personal Banker is responsible for winning new business and consumer deposit and loan relationships and deepening existing relationships by delivering exceptional customer service. The personal banker will continue to build foundational sales, service, and relationship management skills. This role combines sales with excellent customer service, supports branch operations and assists clients with their financial needs. Personal Bankers will develop skills to effectively navigate WaFd systems, engage clients through consultative conversations, and identify solutions that support customers' financial goals. This position provides hands on experience with daily operational responsibilities and emphasizes the development of strong interpersonal and problem solving skills. As part of the requirements of the role, the Personal Banker works toward completing WaFd's foundational certifications, supporting ongoing professional development and career advancement within WaFd. A successful Personal Banker must:
WaFd Bank Benefits Summary - Click here for more information EEO Statement We are committed to Equal Employment Opportunity and Affirmative Action. We recruit, hire, train and promote persons in all job titles and ensure that all other personnel actions are administered without regard to race, color, religion, sex, sexual orientation, gender identity, military and/or veteran status, or disability in accordance with Executive Order 11246, Section 503 of the Rehabilitation Act of 1973, as amended, and the Vietnam Era Veterans Readjustment Assistance Act of 1974, which require affirmative action to ensure equal opportunity in all aspects of employment. WaFd Bank does not discriminate on the basis of national origin or citizenship status as provided under the Immigration Reform and Control Act of 1986, or any other Federal or State legally-protected classes. WaFd Bank is committed to providing reasonable accommodations to employees and applicants with disabilities to the full extent required by the Americans with Disabilities Act (ADA). If you feel you need a reasonable accommodation pursuant to the ADA, you are encouraged to contact us at View phone number on click.appcast.io EEO Policy Statement - WaFd Bank Know Your Rights: Workplace Discrimination is Illegal - click here for more information California Consumer Privacy Act 2026 Requisition Post Information* : Posted Date 7/1/2026
- Build skills toward a solid knowledge base of bank products and services to maintain rapport with clients, understand their needs, and provide solutions - with the goal of bringing new deposit and loan relationships to the bank.
- Assist clients with their banking needs; open new accounts, discuss and refer or originate loans, and onboard new clients.
- Make out-of-office calls and visits to businesses, community organizations, and referral sources as assigned by leadership.
Introduce and demonstrate digital and self-service options to clients. - Contribute to strategies to help expand small business and consumer client base.
- Communicate clearly with staff and clients verbally, over the phone, and via video chat.
- Comfortable functioning as a concierge or greeter.
- Develop skills, competencies and certifications necessary to support branch performance goals.
- Ensure high level of customer satisfaction through the delivery of excellent service.
- Proactively accepts bank initiatives and assignments.
- Reflect the core values and ethics of WaFd Bank, including integrity, teamwork, ownership, simplicity, discipline, and service. In addition, they must be kind.
- High school diploma or approved equivalent.
- Business related college classes or degree preferred.
- Good math skills, 10-key and keyboarding, standard Microsoft Office tools such as Excel, Word, Teams, PowerBI and Outlook.
- In addition, smart phone and digital channel skills are well developed. Must have excellent organizational and analytical skills and superior written and oral communication skills. Ability to demonstrate how to use automated technology to teach clients self-service skills.
- Must have satisfactory transportation.
- Prior banking experience, including previous work in customer service or equivalent. Preference is given to candidates who have 2 - 4 years' experience in banking, experience in recommending products and services or experience in client relationship management.
- Paid time off for vacation, sick days and holidays
- Health insurance
- Stock options
- Bonus programs
- 401(k) plan
- Paid Parental Leave
- Life and AD&D insurance
- Long-term disability
- Tuition Reimbursement
- Employee assistance programs
- Pre-tax health and dependent-care spending plans
WaFd Bank Benefits Summary - Click here for more information EEO Statement We are committed to Equal Employment Opportunity and Affirmative Action. We recruit, hire, train and promote persons in all job titles and ensure that all other personnel actions are administered without regard to race, color, religion, sex, sexual orientation, gender identity, military and/or veteran status, or disability in accordance with Executive Order 11246, Section 503 of the Rehabilitation Act of 1973, as amended, and the Vietnam Era Veterans Readjustment Assistance Act of 1974, which require affirmative action to ensure equal opportunity in all aspects of employment. WaFd Bank does not discriminate on the basis of national origin or citizenship status as provided under the Immigration Reform and Control Act of 1986, or any other Federal or State legally-protected classes. WaFd Bank is committed to providing reasonable accommodations to employees and applicants with disabilities to the full extent required by the Americans with Disabilities Act (ADA). If you feel you need a reasonable accommodation pursuant to the ADA, you are encouraged to contact us at View phone number on click.appcast.io EEO Policy Statement - WaFd Bank Know Your Rights: Workplace Discrimination is Illegal - click here for more information California Consumer Privacy Act 2026 Requisition Post Information* : Posted Date 7/1/2026
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Personal Banker in San Jose, CA vacancy
$250k
...The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to...SuggestedFull timeMonday to Friday- ...Fifth Third Bank, N.A. in Milpitas, CA is hiring a Personal Banker II to deliver exceptional service by building lasting relationships with existing and prospective customers. You will help customers address their financial needs with consultative sales and service processes...Suggested
$20 - $24 per hour
...Center by promoting cross-selling opportunities and delivering exceptional customer service.Key ResponsibilitiesOpen and maintain new personal and business accounts according to bank policies and proceduresIdentify customer financial needs and recommend appropriate banking...SuggestedHourly payImmediate startMonday to Friday- ...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...Suggested
- BMO Financial Group in Milpitas, CA is seeking a part-time Banking Associate to deliver exceptional service and guidance to customers. You will identify needs, refer opportunities, and help customers choose banking channels and digital options. Collaborative, customer-...SuggestedPart timeShift work
$23 - $31 per hour
...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...Hourly payWork experience placementFlexible hours$20 - $24 per hour
...promoting cross-selling opportunities and delivering exceptional customer service. Key Responsibilities Open and maintain new personal and business accounts according to bank policies and procedures Identify customer financial needs and recommend appropriate...Hourly payImmediate startMonday to Friday$43.68k - $69.9k
...Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on-boarding and education program that includes rotations in operations and Sales & Service. There...Full timeWork experience placementWork at office$23 - $31 per hour
...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...Hourly payWork experience placementFlexible hours$44.3k - $73k
...better® We connect great people to great opportunities. Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: The Personal Banker II position will provide an exceptional customer experience by building and maintaining long lasting relationships with...Work at office$43.68k - $69.9k
...Fifth Third Personal Banker I Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. Provide excellent customer care to customers regarding daily transactions...Work at office- Citibank in Santa Clara is seeking an entry-level Personal Banker SAFE Act to assist in sales, products, and service activities with customer service teams. You will help foster client relationships, cross-sell treasury and small business products, and coach branch staff...
$250k
...Personal Banker Safe Act, Camden Branch Discover your future at Citi Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your...Full timeMonday to Friday$250k
## Personal Banker SAFE Act, Santa Clara Pruneridge BranchApplylocations: Santa Clara California United Statestime type: Full timeposted on: Posted Todayjob requisition id: 26978823The Personal Banker SAFE Act is an entry level position responsible for the assistance in...Full time$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...Part timeLocal areaImmediate startDay shift- ...Relationship Banker San Jose, California;San Jose, California; San Jose, California; San Jose, 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...Work at officeFlexible hoursShift workWeekend workDay 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
- 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
- ...Relationship BankerThe 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...Work at officeLocal areaRemote workNight shiftWeekend workAfternoon shiftEarly 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...Contract workPart timeLocal areaImmediate startDay shift- Cathay Bank in Cupertino is seeking a Relationship Banking Officer to manage a retail customer portfolio and drive business development. You will open accounts, cross-sell products, and refer customers to other bank areas while delivering exceptional service. The role ...Weekend work
- Bank of America in San Jose seeks a client engagement associate to assist clients with transactions and enhance their financial experiences. The role requires building relationships with clients and processing cash transactions accurately. Candidates should possess a strong...
- ...The Hispanic Alliance for Career Enhancement is seeking a Relationship Banker in Los Gatos, California, dedicated to nurturing community relationships and supporting clients through tailored financial solutions. The candidate should have a strong background in customer...
- ...expertise in all aspects of providing exemplary client service. Successfully completes Onboarding Workshops, and all relevant Relationship Banker education tools and resources. Works with clients to ensure inquiries/issues are resolved and analyzes client needs for cross-sell...
$47.84k - $74.75k
...opportunity to contribute to the company's success. As a Branch Banker within PNC's retail organization, you will be based in... ...Opportunity (EEO)PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age,...Full timeTemporary workPart timeWork at office- ...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
$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- Cathay Bank is seeking a Sr. Relationship Banker (Administrative) in Cupertino, CA. You will open new accounts, cross-sell bank products, and resolve customer issues while adhering to bank policies and security procedures. You will support teller operations, balance cash...Weekend 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 to clients...Hourly payTemporary workRemote workWork from homeFlexible hoursAfternoon shift$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
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Personal Banker. Be the first to apply!
Related searches
- private banker San Jose, CA
- personal banker San Jose, CA
- personal training part time San Jose, CA
- personal caregiver San Jose, CA
- attorney personal injury San Jose, CA
- entry level personal training San Jose, CA
- personal training San Jose, CA
- personal security San Jose, CA
- junior private banker
- private mortgage banker

