Personal Banker I
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 Jobtailor
$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- ...Personal Banker Our Personal Bankers are personable, goal-oriented, and have a passion for helping our customers improve their financial health. As a Personal Banker, you'll gain valuable insight into banking and finance, while helping customers with their daily financial...SuggestedPart timeMonday to Friday
$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
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. Key...SuggestedHourly payPart timeLocal areaMonday to Friday$24.56 - $35.62 per week
We’re always looking for diverse, talented, service-oriented people to join our exceptional team. Personal Banker (Member Service Representative II) The pay range for this position is listed below. Our pay ranges are built to allow for candidates with various levels of...SuggestedTemporary workWork at officeRemote workNight shiftDay shiftAfternoon shift3 days per week- Bank of America is hiring for a front-line role focused on guiding clients through transactions using self-service tools and maintaining an excellent client experience. You’ll educate customers on online and mobile banking while handling cash accurately in a fast-paced...
$23.75 - $29 per hour
RadNet, Inc. is looking for a Banking Specialist III – Sales in California to enhance client relationships and achieve branch sales goals. This position requires strong consultative selling skills and a commitment to exceptional client service, managing banking products...Hourly payWork at office- ...— 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...
- ...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
$22 - $25 per hour
...Relationship Banker II (Administrative) Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our... ...to ensure customers' financial goals are met. Provide quality personalized customer service, maintain frequent customer contact to expand...Full timeFlexible hoursWeekend work$25 - $26.77 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 day....Hourly payWork at officeFlexible hoursShift workWeekend workDay shift- Socket.dev is seeking a Relationship Manager to oversee a portfolio of Commercial clients and develop strong banking relationships that drive Commercial and Industrial loans, deposits, and other bank products. You will support the Center's sales and service efforts to retain...
$25 - $26.77 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 day. ...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift$61k - $119k
...your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client’s unique needs Manage your client’s financial plans to help them achieve...Full timeContract workFor contractors$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...Hourly payFull timePart timeRemote workFlexible hours- ...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
$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$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- 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
$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...
$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$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- 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
- ...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
- ...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
- ...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
$50k - $100k
USA Remote Only, Flexible Schedule, 100% commission role, NOT a customer service cold call center We are a comprehensive wealth and financial consulting firm working with many of the leading financial institutions in North America. Our consultants support clients in developing...Remote workFlexible hours$80k - $160k
Job title Global Sales Operations Manager | Optimizing Sales Tools & Strategy for High-Performing Consultants Overview 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...Full timeWork at office
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