Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

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.

Vacancy posted 23 hours ago
Similar jobs that could be interesting for youBased on the Personal Banker in San Francisco, CA vacancy
  •  ...The Personal Banker SAFE Act at Citi in San Francisco, CA is an entry level role supporting sales and service activities with the customer service team to foster customer loyalty and grow banking relationships. You will assist in processing credit requests under $250K,... 
    Suggested

    Citi

    San Francisco, CA
    2 days ago
  • $23 - $31 per hour

     ...Roving Associate Personal Banker (SAFE) Wells Fargo is seeking a Roving Associate Personal Banker (SAFE) to join our National Branch Network. In this front‑line role, you will provide support across multiple branch locations within an assigned geography, building relationships... 
    Suggested
    Work experience placement
    Flexible hours

    Wells Fargo

    San Francisco, CA
    37 minutes ago
  • $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... 
    Suggested
    Contract work
    Part time
    Local area
    Immediate start
    Day shift

    Bmo

    San Francisco, CA
    1 day ago
  • $24 - $25.5 per hour

     ...absolute integrity. East West Bank gives people the confidence to reach further. Overview Being the next generation 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... 
    Suggested

    Unavailable

    San Francisco, CA
    1 day ago
  •  ...Relationship Banker San Francisco, California To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position.... 
    Suggested
    Internship
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    San Francisco, CA
    23 hours ago
  • $300k - $350k

     ...Base pay range $300,000.00/yr - $350,000.00/yr Position title: Private Bankers and Investment Counselors MD: $350K Director: $250K–$300K TOTAL COMP: $500K+++ Bonus : Discretionary, based on scorecard performance 1st year bonus guaranteed NOT a commission-based role, annual... 
    Full time
    Work at office

    Insight Global

    San Francisco, CA
    4 days ago
  • $250k

     ...Personal Banker SAFE ActThe 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... 
    Full time

    Citigroup Inc

    South San Francisco, CA
    18 minutes ago
  • $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...

    East West Bank

    San Francisco, CA
    1 day ago
  • $122.54k - $208.72k

     ...PRIVATE BANKER WHAT IS THE OPPORTUNITY? Develops and manages client relationships with high- net- worth and ultra-high-net-worth...  ...externally through referrals from clients and Center of Influences, personal community involvement, and from internal partners. Profile... 
    Remote work

    City National Bank

    San Francisco, CA
    4 days ago
  •  ...Citigroup Inc. in South San Francisco, CA is seeking an entry-level Personal Banker to assist in sales, product and service activities in coordination with the customer service team. The role aims to foster customer relationships to build loyalty and grow sales to individual... 

    Citigroup Inc

    South San Francisco, CA
    2 days ago
  • $22 - $31 per hour

     ...be modified by location and is commensurate with qualifications and experience. POSITION SUMMARY & MISSION As a Personal Banker you provide confidence-inspiring service to members of our community who visit the branch for teller services and new account... 
    Hourly pay
    Local area

    Tri Counties Bank

    South San Francisco, CA
    2 days ago
  • $120k - $250k

     ...and delivery of solutions that meet the client’s complex balance sheet management needs while providing expert service and highly personalized interaction. Develops and executes a business plan to profitably grow overall banking revenue while maintaining adherence to the... 
    Contract work
    Part time
    Local area
    Shift work

    BMO Financial

    San Francisco, CA
    1 day ago
  •  ...Private Banker In The International Private Bank We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's International Private Bank. If you have... 
    Temporary work
    Work experience placement
    Local area

    Chase

    San Francisco, CA
    2 days ago
  •  ...Private Banker In The International Private Bank We are seeking exceptionally talented, collaborative, confident, and motivated professionals to deliver a first-class client experience within J.P. Morgan's International Private Bank. If you have an entrepreneurial... 
    Temporary work
    Work experience placement
    Local area

    Chase

    San Francisco, CA
    2 days ago
  •  ...Private Banker We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking... 
    Temporary work
    Work experience placement
    Local area

    Chase

    San Francisco, CA
    23 hours ago
  • Job Description You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as a Government Relationship Executive is for you.   As a Relationship Executive in Government Banking, your primary role will be to acquire...
    Local area

    JPMorgan Chase & Co.

    San Francisco, CA
    more than 2 months ago
  • $260k - $390k

    BANKING & FINANCE ASSOCIATE ATTORNEY Our client, a prestigious Amlaw 50 firm, is seeking a highly motivated Banking & Finance Associate Attorney to join its sophisticated and expanding Banking & Finance practice. This opportunity offers exposure to a wide range of complex...
    Work at office
    Flexible hours

    K. Jacobs Executive Search LLC

    San Francisco, CA
    3 days ago
  • $260k - $390k

    BANKING & FINANCE ASSOCIATE ATTORNEY Our client, a prestigious Amlaw 50 firm, is seeking a highly motivated Banking & Finance Associate Attorney to join its sophisticated and expanding Banking & Finance practice. This opportunity offers exposure to a wide range of complex...
    Work at office

    SourcePro Search, LLC

    San Francisco, CA
    2 days ago
  • $24.04 per hour

     ...Art University encourages you to consider joining our team. Student Financial Services Representative communicate with students, in-person, by phone, email and virtually, every day. This position offers a rewarding opportunity to work with aspiring artists in a world-... 
    Hourly pay
    Full time
    Local area

    Academy of Art University

    San Francisco, CA
    2 days ago
  • $260k

    We are seeking an associate with 3 to 7 years of experience and a strong understanding of federal securities laws to join our Financial Services group. Our team is a leading adviser to financial services firms, asset managers and investment funds, representing clients ...

    Dechert

    San Francisco, CA
    23 hours ago
  • $119k

     ...need that requires accommodation during any stage of the application process, please contact: ****@*****.***. To learn more about how Chime collects and uses your personal information during the application process, please see the Chime Applicant Privacy Notice.... 
    Full time
    Work at office
    Local area
    Remote work

    Chime

    San Francisco, CA
    3 days ago
  • $101k

     ...Finance operates at Chime. We're moving away from manual, reactive work toward a more strategic, insight-driven function, and this person will be at the center of that shift. You will own payroll and workforce planning end-to-end, partnering closely with People, Recruiting... 
    Full time
    Work at office
    Local area
    Remote work
    Shift work
    Night shift

    Chime - San Francisco, CA, US

    San Francisco, CA
    1 day ago
  • $180.27k - $220.33k

     ...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 work
    Work experience placement
    Local area

    U.S. Bank

    San Francisco, CA
    2 days ago
  •  ...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 work
    Work experience placement

    U.S. Bancorp

    San Francisco, CA
    23 hours ago
  • $135k - $165k

    Who We Are Lightning AI is the company behind PyTorch Lightning. Founded in 2019, we build an end-to-end platform for developing, training, and deploying AI systems—designed to take ideas from research to production with less friction. Through our merger with ...
    Work at office
    Work from home
    Flexible hours
    2 days per week

    Lightning AI

    San Francisco, CA
    4 days ago
  • $130k - $160k

    Senior Associate, Strategic Finance San Francisco, CA Atoms is building the machines that power the next era of progress. Over the last decade, software has transformed the digital world. But the physical world, where food is made, minerals are mined, goods are...
    Full time
    Temporary work
    Work at office
    Flexible hours

    ATOMS Careers page

    San Francisco, CA
    2 days ago
  •  ...San Francisco markets targeting high-net worth clients and prospects. This person will have access to the private bank, commercial and corporate bank clients - giving you access to 10+ bankers' existing clients. NO COLD CALLING! This role offers a generous base salary... 
    Local area

    The Anderson Search Group

    San Francisco, CA
    4 days ago
  • $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 time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual

    San Francisco, CA
    3 days ago
  • $100 per hour

    About Turing Based in San Francisco, California, Turing is the world’s leading research accelerator for frontier AI labs and a trusted partner for global enterprises deploying advanced AI systems. Turing supports customers in two ways: first, by accelerating frontier research...
    Hourly pay
    Contract work
    Freelance
    Remote work
    Flexible hours

    Turing

    San Francisco, CA
    27 minutes ago
  • $200k - $225k

     ...will own and grow a book of client relationships, delivering personalized wealth strategies built on expertise in financial planning, tax...  ...of centers of influence — estate attorneys, CPAs, investment bankers, and other intermediaries — to generate qualified referrals. Lead... 
    Work at office

    Lido Advisors, LLC

    San Francisco, CA
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Personal Banker. Be the first to apply!