Personal Banker
$20 - $26 per hourColumbia Banking System
About the Role:The Personal Banker is responsible for delivering exceptional client experience by adhering to our Breakthrough Client Experience Standards. They will acquire new and expand existing relationships with clients by asking questions to identify needs, offering appropriate products and services, and referring the client to the appropriate business partners within the Bank when needed. Also responsible for uncovering and originating consumer lending opportunities.Provide excellent client service by providing immediate acknowledgement, identifying, and offering appropriate products and services, and responding to inquiries in a timely manner.Engage clients and prospects in client financial review(s) and business financial reviews to provide solutions and uncover additional financial needs.Make recommendations and follow through on commitments to clients.Maintains direct contact with external and internal clients and consistently provides proactive solutions and problem resolutions in alignment with the bank’s Breakthrough Client Service Standards.Opens Consumer and Business accounts for existing and new clients.Acts as a resource to the Client Service Specialists by contributing to the team environment and filling in on teller functions (including cash transactions) when needed.Supports the branch goal of identifying and referring a wide range of bank products and services to the appropriate internal business partners.Resolves client issues and requests, exhibiting strong follow-through.Building familiarity with business, consumer, and trust entities.About You:High School Diploma or GED, required.1 year of Teller or other banking experience preferred.Basic knowledge of consumer banking and business products and services offered.Ability and desire to actively develop consumer lending skills.Ability to accurately handle cash, balance accounts and drawers, and perform accurate calculations.Proficient in expanding the client relationship with emphasis on creating new relationships and expanding existing relationships utilizing a personal and business bio and rapport with customers.Ability to obtain a Nationwide Multistate Licensing and Registry (NMLS) preferred.Be a part of a bank that invests in you!Competitive Incentive Plan: Earn rewards that match your efforts.Professional Development: Grow your skills with our tailored premier banker programs.Career Growth: Clear paths to achieve your professional goals.The pay range for this role is $20 to $26.The pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation, and those details will be provided during the recruitment process.Primary Location: Ability to work fully onsite at posted location(s).1200 Fifth Avenue San Rafael CA 94901Our Benefits:We are proud to offer a competitive total rewards package including base wages and comprehensive benefits.We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.Our Commitment to Diversity:Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: View email address on click.appcast.io .To Staffing and Recruiting Agencies:Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team. #J-18808-Ljbffr
$64.17k - $102.81k
...Senior Personal Banker Delivers an exceptional client service experience by servicing clients with a full range of banking products and services. Executes administrative and operational activities related to client accounts, money movement, reporting, and inquiry resolution...SuggestedWork experience placementWork at office$20 - $26 per hour
...Personal Banker The Personal Banker is responsible for delivering exceptional client experience by adhering to our Breakthrough Client Experience Standards. They will acquire new and expand existing relationships with clients by asking questions to identify needs, offering...SuggestedImmediate start- ...Citigroup Inc. in San Rafael, CA is seeking an entry-level Personal Banker SAFE Act to assist in sales, products, and service activities in coordination with the customer service team. The role aims to foster customer relationships, build loyalty, and help increase sales...Suggested
- ...exercising sound judgement within defined risk controls Collaborate with branch teammates to coordinate seamless handoffs to licensed bankers or other specialists, ensuring customers are connected to the right expertise Requirements 6+ months of interacting with...SuggestedWork experience placement
- ...Chase is looking for a Relationship Banker in San Rafael, California, to create memorable experiences for clients while managing financial needs. You will play a key role in acquiring and retaining relationships through friendly service and the latest financial technology...Suggested
- Responsibilities 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...Weekend work
- ...Citi is seeking an entry level Personal Banker SAFE Act in San Pablo, California. This role involves fostering relationships with clients, assisting in executing sales, and collaborating with the customer service team. Ideal candidates should have a Bachelor’s degree and...
$37 - $65.5 per hour
...About this role: Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) to play a pivotal role within our National Branch... ...coordinating warm introductions, setting clear expectations, and taking personal ownership to convert qualified opportunities into closed...Temporary workWork experience placementImmediate start$127.63k - $237.01k
...PRIVATE BANKER WHAT IS THE OPPORTUNITY? Develops and manages client relationships with high‑net‑worth and ultra‑high‑net‑worth individuals... ...through referrals from clients and Center of Influences, personal community involvement, and from internal partners. Profile across...Remote work$61.28k - $85.52k
...A major financial institution is seeking a Personal Banker in San Pablo, CA. This entry-level position focuses on executing sales and service activities while fostering customer relationships to increase sales. Candidates should have a Bachelor's degree and preferably...- 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....Work at officeFlexible hoursShift workWeekend workDay shift
- ...advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a... ...Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment...Immediate startAfternoon shift
$28.85 - $33.65 per hour
...Benefits: This role is benefits eligible. Employees have access to industry‑leading benefits, paid time off, and resources to support personal and professional growth. Location US – CA – San Rafael – 1000 4th St – San Rafael Main (CA4114) Legal Compliance This position is...Hourly payImmediate startMonday to FridayShift workDay shift$28.85 - $33.65 per hour
...and delivering core banking and investment solutions. Progression to Stage II and other roles is possible. Regulatory Requirements Personal must comply with FDIC, SAFE Act, Loan Originators rules and FINRA regulations. SAFE Act registration and background checks are...Hourly payMonday to Friday- ...Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be...Work at officeImmediate startMonday to FridayShift workDay shift
$70.3k - $73.98k
...CPA's, Attorneys, Physicians, etc.). Position yourself as their banker of choice. Generate 1 SPF referral per month. Generate 2... ...purposes of business travel, a valid driver's license as well as a personal vehicle to drive is required. PHYSICAL DEMANDS: The...Full timeWork experience placement$85k - $135k
...management, annuities, insurance, retirement and trust services. We are seeking a high potential candidate (“Associate Private Banker” or “APB”) to join our Sales Team in the Private Banking Group. The Associate Private Banker will provide product and service...Full timeTemporary workWork experience placement$50.03k - $65.27k
...Citibank (Switzerland) AG is seeking a part-time Universal Banker in San Rafael, California. This entry-level position focuses on customer relations to foster loyalty and enhance sales through account assistance, service delivery, and effective complaint resolution. Candidates...Part time$20.44 - $37.17 per hour
...Retail Banker If you are looking to provide top retail banking performance and service excellence in an upbeat positive setting, we are looking for you! Bank of Marin, voted by our employees as one of the "Best Places to Work" in the North Bay Business Journal,...Work experience placementBank staffLocal area$43.1k - $58.3k
...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 and...Contract workPart timeLocal areaDay shift- ...Associate Banker At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel... ...Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment...Part time
$28.85 - $33.65 per hour
...Solutions Advisor StageI (FSAI), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series7 and Series66 Exams. Once you obtain your licenses, you will be...Hourly payWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift$70k - $80k
Job Description The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA. This job is responsible for providing comprehensive advice and customized...Temporary workMonday to FridayShift workDay shift$70k - $80k
Bank of America in Corte Madera is looking for a dedicated financial advisor to help clients achieve their financial goals. This role includes providing comprehensive advice tailored to client needs and asset thresholds, building financial plans, and recommending appropriate...$66.56k - $80k
Wealth Advisor LPL Financial collaborates with banks to provide a comprehensive suite of financial services tailored to their clients needs. This exciting opportunity at Mechanics Bank invites you to join our employee advisor model as a Wealth Advisor affiliated with...Work at officeLocal area$73.6k - $106.26k
Note: 1) Role requires an onsite presence at our San Rafael, CA Headquarters at a min of 2x per week. 2) No sponsorship available, must be authorized to work in the US. Who We Are BioMarin is a global biotechnology company that relentlessly pursues bold science...Work at office- The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA. At Bank of America, we are guided by a common purpose to help make financial lives...Temporary workWork at officeMonday to FridayFlexible hoursShift workDay shift
- The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA. At Bank of America, we are guided by a common purpose to help make financial lives...Temporary workWork at officeMonday to FridayFlexible hoursShift workDay shift
$20.44 - $37.17 per hour
...employees as one of the \"Best Places to Work\" in the North Bay Business Journal, is looking for an eager and friendly experienced Retail Banker to work at our Mill Valley branch. Responsibilities Provide prompt, courteous, and efficient customer service as part of a branch...Work experience placementBank staffLocal area$158k - $205k
Job Description Job Description Direct Counsel is seeking a Municipal Finance Associate with 3–6 years of experience to join a highly regarded Public Law practice. This opportunity is ideal for an attorney interested in advising public agencies and other participants...Remote workFlexible hours
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