Senior Personal Banker
New Omni Bank N.A
Employment Type: Full Time Salary: $23.00/hour to $26.00/hour per year. Exact compensation may vary based on experience, skills, knowledge, and education. Benefits: Medical, vision, dental, and life insurance, generous sick days, vacation days, holidays, 401(k) company matching, potential for discretionary bonus. Overview At New Omni Bank, we believe in the power of talent and innovation to drive success. We’re always on the lookout for individuals who share our passion for excellence and are ready to make a meaningful impact. Position Summary The Personal Banker’s primary responsibility is to provide personalized banking services for clients. Essential Job Functions and Responsibilities Cash and Transaction Handling Accurately process customer transactions including deposits, withdrawals, account transfers, wires and loan payments. Ensure safe handling of cash, prevent discrepancies, and avoid fraud and loss in accordance with bank policies and procedures. Providing Banking Services to Clients Be knowledgeable of all bank depository products and services. Open and close depository accounts for consumer and business clients. Assist clients with account maintenance and updates. Provide accurate and efficient services to maintain existing clients and contribute to branch sales goals through cross‑selling and referrals. Review reports and anticipate client needs. Assisting Digital and Self‑Service Products Introduce and educate clients about bank self‑service and digital banking tools. Encourage clients to adopt digital banking to increase efficiency and customer satisfaction. Sales and Relationship Building Identify needs and opportunities of existing and new clients to suggest appropriate banking products or refer to related departments. Build and deepen customer relationships by engaging with clients, understanding their account usage and financial goals, and following up regularly. Compliance and Risk Management Ensure all transactions and customer interactions strictly adhere to bank policies and procedures, federal and local regulations. Complete bank ongoing training and professional development courses to keep knowledge up to date. Coordinate with BSA Department for internal inquiries and reviews. Operational and Administrative Duties Contribute to branch housekeeping tasks. Support other branches when needed. Perform duties as assigned by management. Comply with all applicable regulatory requirements, policies, and procedures. Qualifications Bachelor's degree required. At least 2 years of banking experience with direct contact with clients required. Essential skills include strong communication skills, ability to relate to clients, active listening, patience, ability to multi‑task and prioritize multiple requests and tasks, and attention to detail. Notary license preferred or willingness to obtain a notary license. Physical Demands The employee is required to use hands or fingers, handle, feel, and reach with hands and arms; walk, stand, sit, climb, or balance regularly; and occasionally lift up to 25 pounds. Specific vision abilities include close vision, distance vision, and ability to adjust focus. The employee may be required to work at other bank locations. Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions. EEO Statement New Omni Bank, National Association commits to following all applicable regulatory requirements, policies, and procedures. The bank’s policy is to provide equal employment opportunities to all applicants and employees without regard to race, color, creed, gender, gender identity or expression, age, national origin or ancestry, citizenship, disability, sexual orientation, marital status, pregnancy, veteran status, uniformed services membership, genetic information, or any other basis protected by applicable law. #J-18808-Ljbffr
- A leading financial institution in Santa Ana is seeking a Portfolio Manager to develop and manage a portfolio of private clients. The ideal candidate will have at least 12 years of experience in sales or relationship management and will be responsible for providing tailored...Senior
$21 - $27 per hour
...accommodation or an alternative application process. Floating Personal Banker Santa Ana, CA - DTSA, Santa Ana, CA, US 4 days ago... ...one in Chino, and one in Long Beach Member Service Rep IV or Senior Branch Rep (based on experience) $23.00–$27.00 per hour. Requires...SuggestedHourly payWeekday work$25 - $34 per hour
...delivering quality customer service in a fast paced, exciting and ever-changing environment in the Commercial Servicing Department. The Personal Banker is the first level of contact performing client facing functions for the operations area of the department whose focus is...SuggestedHourly pay16 hoursWork experience placementWork from homeFlexible hours$23 - $25 per hour
...joining a workplace where people genuinely enjoy coming to work and feel empowered to do meaningful, impactful work every day. Personal Banker/Member Service Representative (MSR) You'll blend service, sales, and problem-solving to help members confidently navigate...SuggestedHourly payWeekday work$24.56 - $35.62 per hour
...SchoolsFirst FCU in Santa Ana, California is seeking a Personal Banker (Member Service Representative II) for a part-time position. The successful candidate will provide world-class member service, process transactions, and maintain compliance with regulations. The role...SuggestedHourly payPart time- ...Orange County's Credit Union in Santa Ana is hiring a Personal Banker to enhance member experiences through exceptional service. You’ll support members with account openings, loans, and personalized financial advice. The ideal candidate will have over 2 years of banking...
$63.26k - $70.28k
...this application due to a disability, contact this employer to ask for an accommodation or an alternative application process. Personal Banker - Irvine, CA Regular Full-Time Irvine, CA, US 25 days ago Requisition ID: 1851 Salary Range: $63,255.00 To $70,283.00 Annually...Full timeTemporary workLocal areaImmediate start- ...Orange County’s Credit Union is seeking a Floating Personal Banker in Santa Ana, CA. This versatile role requires handling teller transactions, opening accounts, and guiding members through their financial journeys. If you have over two years of banking experience and...Flexible hours
$24.56 - $35.62 per hour
...Schoolsfirst-Federal-Credit-Union in Santa Ana, California, is seeking a Personal Banker (Member Service Representative II). This role involves providing exceptional member service, processing various financial transactions, and assisting with membership applications....Hourly payFlexible hours- ...SchoolsFirst Federal Credit Union in Santa Ana, California, is looking for a Personal Banker (Member Service Representative II) to join their team. The role involves maintaining Member accounts, providing excellent customer service, and ensuring compliance with regulatory...Hourly pay
$29.79 - $44.68 per hour
...SchoolsFirst Federal Credit Union in California is hiring for the position of Lead Personal Banker. This key role requires providing exemplary member service while processing transactions including savings and loans. Ideal candidates will have 5-7 years of related experience...Hourly pay$20 - $27.69 per hour
...Associate Personal Banker (SAFE) Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com....Work experience placementWork at officeImmediate start- ...Firefighters First Credit Union seeks a Personal Banker for its Irvine, CA, branch. This role involves establishing member relationships while recommending financial products to fulfill their needs. The ideal candidate has experience in a banking environment, a passion...
- ...Orange County's Credit Union in Irvine is looking for a Personal Banker/Member Service Representative (MSR) to deliver exceptional member experiences and provide financial solutions. With over 2 years of banking experience, you will handle transactions, open accounts,...Flexible hours
$24.56 - $35.62 per hour
...SchoolsFirst FCU is looking for a Personal Banker (Member Service Representative II) in Santa Ana, California. This part-time role involves providing world-class service, processing transactions, and delivering consultative services to members at branch locations. Ideal...Hourly payPart time- ...Join Orange County's Credit Union as a Floating Personal Banker in Santa Ana, CA. This unique position offers a flexible schedule and the opportunity to work across multiple branches. You'll play a vital role in providing exceptional service to our members and guiding...Flexible hours
$158.9k - $270.1k
A leading technology company is seeking a Sr Principal Data Scientist to develop and enhance global search and recommendation systems. This role demands extensive experience in data science, specifically in search algorithms and recommendations. You'll shape the technical...Senior- Ingram Micro Inc. is seeking a Sr. Principal, Product Designer in Irvine, California. The role entails leading feature design and collaborating with teams to enhance user experiences. Ideal candidates will have over 10 years in UX/UI design and a strong portfolio. Responsibilities...Senior
- ...A global technology firm is seeking an experienced Data Scientist / Senior Consultant to drive the strategy and execution of their search and recommendation systems. The ideal candidate will possess a Master’s or Ph.D. in a quantitative field and over a decade of relevant...Senior
$65.7k
The University of California, Irvine is seeking a Financial Aid Counselor to work independently under supervision. This role involves allocating financial aid, counseling students on sensitive issues, and analyzing regulations to help develop policies. Successful candidates...Senior- ...Manager, Wealth Advisor in Irvine, California to lead a premier investment advisory team. You will have the opportunity to create personalized investment solutions for clients while collaborating with experienced industry professionals. The role requires strong financial...SeniorWork at office
- The Teachers Insurance and Annuity Association of America is seeking a Wealth Management Advisor in Irvine, California. In this role, you will develop a wealth management practice and manage high-net-worth clients, providing tailored financial strategies. The ideal candidate...Senior
$129k - $238k
...relationships through referrals from clients and Center of Influences, personal community involvement and from internal partners. Profile the... .... Ability to train and present to small and large audiences of senior and executive level professionals. Proven business development,...Senior- ...Alteryx, Inc. is seeking a Senior Principal Product Manager to lead the enterprise data plane strategy, shaping how enterprises operationalize data and AI. This pivotal role involves partnering with engineering and engaging directly with major enterprise customers to...Senior
$24.56 - $35.62 per hour
...Personal Banker (Member Service Representative II) We’re always looking for diverse, talented, service-oriented people to join our exceptional team. Pay Range $24.56 - $35.62 Scheduled Weekly Hours 25 What You’ll Be Doing Performs various file maintenance including processing...Night shiftDay shiftAfternoon shift- ...A wealth management advisory firm in Irvine, CA seeks a Senior Financial Planner to create comprehensive financial plans, support training, and conduct seminars. Candidates need a CFP designation, experience with financial planning software like eMoney, and a degree in...SeniorFlexible hours
- Charles Schwab is seeking a Sr. Manager, Wealth Advisor in Irvine, California. In this role, you will provide exceptional financial advisory services, building strong client relationships and mentoring junior team members within a dedicated team. The position requires ...Senior
$23 - $25 per hour
...At Orange County's Federal Credit Union (OCFCU), banking is personal-always has been. For more than 85 years, we've helped our members... ...empowered to do meaningful, impactful work every day. As a Personal Banker/Member Service Representative (MSR), you're more than the face...Hourly payWeekday work- ...Ernst & Young Oman is looking for a Senior Technology Analyst to support clients in ERP implementations using Oracle NetSuite. You will engage with stakeholders, analyze solutions, and ensure project delivery. A Bachelor's degree and 2 to 4 years of ERP experience, particularly...Senior
$81k - $147.64k
...Financial Institution Senior Consultant (SOX and FDICIA Focus) Are you interested in joining one of the fastest growing consulting and accounting firms in the country? Would you like the ability to join a highly dynamic team focused on providing exceptional client...SeniorWork experience placement
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Personal Banker. Be the first to apply!
- private banker Irvine, CA
- personal banker Irvine, CA
- senior automation controls engineer Irvine, CA
- senior accounts payable Irvine, CA
- senior brand designer Irvine, CA
- senior financial advisor Irvine, CA
- senior underwriter Irvine, CA
- senior cost analyst Irvine, CA
- senior business analyst contract Irvine, CA
- senior app developer Irvine, CA

