Personal Banker
TradeJobsWorkforce
Personal Banker Job Duties: 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 new account production goals as assigned by upper management.
Processes deposits and pay out funds in accordance with bank procedures, recording all transactions accurately and balancing each day's operations.
Receives cash and checks for deposit, verifies amounts, and looks for check endorsements.
Examines cash carefully to guard against acceptance of counterfeit checks and identification.
Enters transactions into computer and issues customer receipts.
Sells and prepares money orders, cashier's checks, bank-to-bank wires, savings bonds, travelers' checks, and certificates of deposit.
Processes Western Union wires and cash advances.
Cross-sells bank services and products.
Provides bank services to a diverse customer base.
Performs other tasks as requested by supervisors as they relate to the bank and its functions.
- ...Banking Services Specialist-Personal Banker Bank of the Orient is an independent Asian Community Bank that has proudly served the financial needs of multiple Bay Area communities for over 55 years and the Sugar Land, Texas area. We are well known for our commitment...SuggestedWork experience placement
- ...Citigroup Inc. is looking for a Personal Banker SAFE Act in San Francisco, CA. This entry-level role involves assisting with sales and service activities while fostering customer relationships to build loyalty and increase individual client sales. The ideal candidate should...Suggested
- Citi is seeking a Personal Banker SAFE Act in San Francisco, California. This entry-level role focuses on assisting with sales and service activities to foster client relationships and increase individual consumer sales. Ideal candidates will have a Bachelor's Degree and...Suggested
- Citi is looking for a De Novo Personal Banker SAFE Act in San Francisco, CA. The role involves acquiring and expanding client relationships while providing a world-class customer experience. Responsibilities include leveraging interactions to grow business, educating clients...Suggested
$250k
The De Novo Personal Banker SAFE Act is responsible for proactively acquiring, expanding and retaining relationships, growing their book of business and ensuring a world‑class customer experience for all current and prospective clients. The overall objective of this role...SuggestedFull timeLocal areaMonday to Friday- Citi is seeking a Personal Banker in San Francisco to assist in sales and service activities. This entry-level position focuses on building relationships with clients and offers opportunities for professional growth. The ideal candidate should have strong communication...
$61k - $85k
00002 Citibank, N.A. is looking for an entry-level Personal Banker in San Francisco, California. The role focuses on assisting sales and service activities, building customer loyalty, and fostering relationships to enhance sales to individual clients. Candidates should...$61.28k - $85.52k
Citigroup is seeking an entry-level Personal Banker SAFE Act for its San Francisco location. This role involves assisting in sales and client services, as well as building strong customer relationships. Candidates should possess experience in banking or sales, along with...$61.28k - $85.52k
Citigroup Inc. is seeking a De Novo Personal Banker SAFE Act in San Francisco. This role focuses on acquiring and retaining client relationships while ensuring a world-class customer experience. The ideal candidate will possess banking experience, excellent communication...$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 build...Monday to Friday- ...Companies list of best workplaces “to grow your career” in the U.S. Join us! About this role: 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...Part timeWork experience placementFlexible hours
$26 - $29 per hour
...integrity. East West Bank gives people the confidence to reach further. Overview Being the next generation Senior Relationship Banker at East West Bank means you are part of a world-class team that focuses on delivering a high quality, high-touch, and high-tech...$50.1k - $82.8k
...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 workPart timeLocal areaImmediate startDay shift- ...U.S. Private Bank - Private Banker - Vice President or Executive Director Job Information Job Identification 210597944 Job Category Client Advisory Business Unit Asset & Wealth Management Posting Date 02/11/2025, 09:31 PM Locations San Francisco, CA,...Full timeTemporary workWork experience placementLocal area
$145k - $225k
...enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes...Temporary workLocal area$22 - $25 per hour
...scale, and may be modified by location and is commensurate with qualifications and experience. POSITION SUMMARY & MISSION – Personal Banker As a Personal Banker you provide confidence-inspiring service to members of our community who visit the branch for teller...Hourly payLocal area$71k - $78k
East West Bank is looking for a Business Relationship Officer in San Francisco, CA, to join a world-class team. You will be responsible for managing and expanding customer relationships, achieving business goals for various banking products, and coaching employees. The...- Job Title Nationally Chartered U.S. Bank Job Description Key Responsibilities Drive growth in assets under management (AUM) and generate new client inflows in line with annual targets Build and maintain strong relationships with high-net-worth clients...Permanent employmentContract work
- ...Job Category: Production / Branch Banking Requisition Number: PERSO007578 Locations Pacifica Overview Personal Banker position at Tri Counties Bank. Provide confidence‑inspiring service, develop relationships, present products, and manage transactions. Responsibilities...
- ...The Personal Banker is the face of Oxford Bank and will act as the primary customer contact within each branch. Personal Bankers of all levels will be lead team members in building and managing lifelong relationships with both consumer and business clients. Personal Bankers...Temporary workWork at officeMonday to Friday
$50.1k - $82.8k
Koitecc Solutions is seeking a Retail Relationship Banker in San Francisco to support their DeNovo branch expansion. This role involves delivering exceptional customer service, engaging with clients to assess financial needs, and recommending tailored solutions. Ideal...- JPMorgan Chase & Co. is seeking a Relationship Banker in San Francisco, California. This role entails managing client relationships, providing excellent customer service, and using banking technology to enhance the client experience. Applicants should have at least 1 year...
$80k - $100k
The Hong Kong Study Skills Research Institute is seeking a Private Banker to enhance client relationships and grow deposits. The ideal candidate will have at least three years of experience in private banking, preferably serving high net-worth clientele. Responsibilities...$80k - $100k
Private Banker, PBO - 101 California Street At Citizens Private Bank, as a Private Banker, you will have the opportunity to work in service, support, and sales, while creating a world class/white glove experience for our UHNW clients and prospects in our Private Bank Offices...Work at officeLocal areaFlexible hours- Bank of Montreal is seeking a Retail Relationship Banker for its new DeNovo branch in San Francisco, California. This role involves engaging with customers to offer tailored financial solutions and driving client growth from day one. The ideal applicant will possess strong...
$157.04k - $235.56k
...by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency Qualifications 6...Full time- JPMorganChase in San Francisco is seeking a dedicated Relationship Banker to enhance customer experiences by providing friendly, attentive service. In this role, you will proactively manage relationships with clients, understand their financial needs, and connect them...
- A leading financial services company in San Francisco is seeking an experienced Private Banker to provide exceptional wealth management services to clients. In this role, you will manage client relationships, advise on investment and financial strategies, and play a key...
- JPMorgan Chase & Co. is seeking a talented Private Banker in San Francisco to provide an exceptional client experience within its International Private Bank. Ideal candidates will have over six years of experience in Private Banking, focusing on wealth management for offshore...
- Overview The Banker SAFE Act is a strategic professional who closely follows latest trends in own field and adapts them for application... ...strong commitment to team success and place team goals above personal achievement. Encourage team members to work together to deepen...
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