814 personal banker jobs found

Solution-based sales, delivering exceptional client service in every interaction. Providing clients with ease, value and expertise by taking them through financial wellness reviews and answering any questions they might have. Developing strong partnerships with line of business partners focusing on client acquisition and deepening the relationship of current clients; effectively managing internal and external centers of influence. Calling on a book of business, setting appointments, following up on referrals, and going out into the field to obtain new business. Opening personal and business accounts (consumer checking, small business, various deposit products, home equity, unsecured lending, certificates of deposit, etc.). Sometimes supporting branch operations such as assisting with client transactions on the Teller line and maintaining documentation on interactions with clients. Ensuring compliance with operational, risk, security and audit procedures and policies including...

The Wealth Relationship Advisor SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and workflow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required. Regularly assumes informal/formal...

About this role:Wells Fargo is seeking an Associate Personal Banker (SAFE) for Branch Banking as part of the Consumer and Small Business Banking division. Learn more about our career areas and lines of business at wellsfargojobs.com. In this role you Personal Banker, Banker, Financial, Operations, Relationship, Business Services, Compliance Associated topics: banker, banking product, banking service, collection analyst, loan review officer, loan servicing officer, mortgage originator, mortgage servicing officer, personal banker iv, relationship

Founded in 1963, FirstBank maintains more than $20 billion in assets and operates over 110 branch locations across Colorado, Arizona and California. Its growth can be attributed to one simple philosophy: do right by customers, communities and employees, which is at the center of the company's "banking for good" mantra. FirstBank believes that a company is nothing without the people that comprise it, and prides itself in hiring and training a diverse and talented group. By joining the FirstBank team you will experience its great team culture with ample opportunity for growth. There's an opportunity for everyone with positions all across the company, from Teller and Call Center to Technology and Lending. Apply today to learn more and join the team! A Brief Overview A Personal Banking Representative assists customers by answering inquiries/requests, processing transactions, opening new accounts, and informing on products and services. A Personal Banking Representative is responsible...

Position: Personal Banker Location: Hays, KS Salary: FT Hourly Jump start your career at Equity Bank! We are currently hiring energetic, team oriented, and community focused individuals to join our team! With a team of best-in-class customer service experts, you'll help to build and expand on client relationships, deliver the banking products and services that meet the unique and individual needs of clients, and create and uphold an atmosphere of superior experience and service. At Equity Bank we'll help you invest in your community through volunteer opportunities which align with our company initiatives and core values. Responsibilities & Expectations * Build Client Relationships * Conduct professional client conversations that build and sustain trust and credibility. * Discover key life events happening with clients to ensure bank products and services are meeting financial needs. * Recommend and provide accounts, loans, and services that match clients' financial needs. *...

Are you passionate about helping clients with their financial welfare? Have you been looking for an opportunity to make a difference? At Luther Burbank Savings, our mission is to improve your financial future - whether you are a customer, employee, or shareholder. You're worth more here.We are a state-chartered, FDIC-insured bank specializing in originating multifamily and residential real estate loans funded by retail savings deposits. We have an established reputation for high integrity, responsive delivery, and competitive pricing.Since opening our doors in 1983, we have recorded profits consecutively since our second quarter of operations. Consequently, we have grown to a $7 billion institution with branches and loan offices in California, Oregon, and Washington. Here at LBS, we foster an environment that encourages our team members to grow and develop their careers.We are looking for a Personal Banker who will work closely with customers to determine their banking needs and to...

Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Branch Banker (Universal Personal Banker) , within PNC's retail organization, you will be at the Oak Lawn branch.Job DescriptionAcquires and deepens the branch customer base through a variety of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and customer loyalty.Drives proactive sales conversations through internal and outbound interactions with a defined sales process including outbound calling,...

**Job Profile****Position Overview** At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Universal Personal Banker, you will strengthen customer relationships with a defined sales process. You will spend most of your time as a personal banker, engaging customers in sales conversations in order to identify appropriate financial solutions. This position, within PNC's Retail Branch Banking Network, is based in Birmingham Alabama at The Grove @ 150 branch.**Job Description** + Acquires and deepens the branch customer base through a variety of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial...

**Job Profile****Position Overview** At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Branch Banker, you will strengthen customer relationships with a defined sales process. You will spend most of your time as a personal banker, engaging customers in sales conversations in order to identify appropriate financial solutions. This position, within PNC's Retail Branch Banking Network, is based in Indianapolis Indiana at the Plaza branch.**Job Description** + Acquires and deepens the branch customer base through a variety of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates...

Qualstar Credit Union is looking to fill our Member Relationship Representative position in our Renton Branch. In this position you will use your strong people and communication skills to educate our members in an effort to save them money and increase their relationship with Qualstar. If you enjoyhelping people, are skilled at selling, have a passion to provide great service, and a knack for problem solving, you may be the perfect person for the job! Banking and some lending experience required. Benefits of joining the Qualstar team: Competitive monthly salary Medical, Dental, and Vision coverage Generous paid vacation and sick leave Employee discount on loan rates Long-Term Disability and Life Insurance 401K AND Pension Plans! Our incentive bonus program means you can earn even more by earning incentives every single month! Qualstar Credit Union is an Equal Opportunity Employer PRIMARY FUNCTION: Provide superior service to members and support Branch needs. DUTIES: 1. Ability to...

The role of the PCB is to identify investment opportunities and refer them to the Senior Private Client Banker or Private Client Advisor. The PCB is responsible for functions that align with the Key Sales Process and Consultative sales Process Framework. PC - Bs are also responsible for creating a positive client experience and helping clients achieve confidence in the management of their finances. PCBs and all Branch team members are expected to act professionally at all times, conduct business ethically, avoid conflicts of interest and act in the best interest our clients and Key. Primary PCB Functions - Advises on holistic solutions set to address clients needs - Consistently executes on Keys Branch Playbook and seeks opportunities to deliver distinctive client service with each interaction - Delivers on client solutions through referring of investment and insurance products - Develops and maintains an in-depth knowledge of private client products and services, as well as...

Replenishes products through proper buying procedures. Orders perishable grocery products and maintains appropriate back stock levels. Monitors and acts upon open PO reports for both purchases and credits in an accurate and timely manner. Controls spoilage/shrink; achieves turn goals; participates in inventory. Completes spoilage, sampling, temperature, and sweep worksheets as required. Ensures orders for product are timely and accurate to monitor inventory turns. Oversees customer special order procedure. Analyzes and controls product transfers, waste, and spoilage. Supports leadership in conducting inventories. Maintains financial profitability by meeting and exceeding purchasing and sales targets. Arrives to work station on time, appropriately groomed, dressed and ready to work; works all scheduled shifts and attends required trainings and meetings. Provides excellent customer service, addresses needs of customers in a timely and effective manner and models suggestive selling...

Learn and apply critical sales techniques through hands-on sales coaching from successful Mortgage Bankers and SVPs. Support top producing Mortgage Banker(s) with lead conversion and follow up. Daily outbound calling to leads generated through a third party residential lending lead service and other referral sources. Learning our CRM and managing mortgage banker leads. Provide fantastic customer service to clients and referral sources Consistently exceed customer and Banker expectations. Always giving "Wow" service. Attend regional awards banquets and have fun with your colleagues! Participate in sales contests Job Requirements / Ideal Candidate:2 year college degree required, 4 year degree preferred 1 years of experience in sales or retail, hospitality, and food & beverage industries a plus. Friendly, outgoing personality accompanied by a naturally high sales acumen. Excellent verbal and written communication skills. A positive attitude, desire to "win"Must be dependable,...

Description Description: Commercial Banking + Associate will be a part of a fast-growing team based in working closely with senior bankers in overall relationship management support + Preparing presentations and other materials for clients + Developing and maintaining financial models, as needed + Creating and organizing content and analyses as well as collaborating with capital markets and other product and service partners + Possessing proficiency in credit fundamentals to determine the appropriate risks on new and prospective customers so that all relationships are in strategic alignment with Bank risk parameters + Assisting bankers on client needs and portfolio servicing and management; assist with prospect strategies and development + Participating in client meetings with the goal of developing into an independent banker Basic Qualifications: + Bachelor's Degree in Finance or Accounting + Minimum 2+ years of commercial banking experience, preferably in an analyst role +...

As an Associate Banker, you will be at the forefront of delivering an exceptional customer experience to our clients and potential customers. Acting as the Face of Chase, you will interact with customers and assist them with all their banking needs. Our Associate Bankers work a rotating schedule, which may include working one weekend day. All Associate Bankers are eligible for Chase's full benefits package including health insurance, paid time off and a track for career growth to Licensed Banker and beyond. Unlike a traditional bank teller role, our Associate Bankers contribute significantly to the success of the branch by helping customers. Our Associate Bankers: Engage clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings. Help clients with everyday transactions such as reordering a debit card, setting up a direct deposit or helping...

A Client Solutions Specialist 1 serves as an operational ambassador by operating in a dual capacity as needed by overseeing and assisting in the teller area, as well as, acquires, manages and retains meaningful relationships with clients using a consultative sales and service approach to proactively fulfill their financial needs.- Client Solution Specialist 1 wages start at $17.50 per hour (depending on experience) and associates are eligible each quarter for an additional monetary referral-based incentive depending on production. ESSENTIAL DUTIES & RESPONSIBILITIES:Assists in mitigating operational loss within a financial center to include managing financial center and vault cash limits, granting staff supervisory override for transactions, ensuring proper hold placement and outage resolution. Accurately utilizes equipment and remains knowledgeable of equipment functionality to include ATM, Cash Dispense and Recycler Machines, Currency Counter and Coin Sorters to provide...

Job DescriptionBCforward is currently seeking highly motivated Banker - Chicago, IL.Job Title: AML AnalystDuration: 06 Months Contract (Possibility of extension)Location: Chicago, IL - 60606Note: Mon - Fri, 9-5pm.Job Description: Respond to onboarding and/or update requests from Commercial Banking and TPS Sales teams. Gather required customer AML data and enter it into the AML book of record system (CMCIF) in order to either create a new or update an existing KYC Checklist. Review deal files, third party websites and system information to augment data, scanning and storing screenshots or documents as required. Recognize and escalate high-risk triggers to the appropriate area for review and decision.Qualifications: Excellent communication skills An ability to work in a fast-paced environment with accuracy An affinity for learning- this role can be an excellent opportunity for candidates early on in their careers. Strong preference for new grads from American Universities The HM hires...

Were looking for the next generation of Relationship Bankers - those with a passion for growing a long-term career, building relationships and working with a team of client professionals in one of over 4,000 locations nationwide. The Relationship Banker role is meant for those looking to make a real impact and build a career in financial services. The role is ideal for those who have a passion to engage and educate clients with our industry leading digital banking solutions. As a Relationship Banker, youll introduce clients to the various high-tech and high-touch choices they have to do their banking in ways that are most convenient for them. From day one, youll receive training from our award-winning Academy at Bank of America, including hands-on practice, personalized coaching and dedicated support throughout your on-boarding experience. With demonstrated success, youll have the opportunity to advance into roles as a Relationship Manager, Financial Advisor, Financial Center...

Are you looking to elevate your career in Public Finance? We have a unique opportunity to join our Public Finance team as a Support Banker. You will work closely with bankers to develop, evaluate, and present detailed and creative financial plans for public or private sector clients related to their issuances of debt obligations, cash flow management, strategic planning, economic development, and other matters. You will have the opportunity to interface with clients and working group members to coordinate the implementation of a financial plan, which could involve developing presentations of financial and economic data for credit rating agencies, potential bondholders, and other key stakeholders, evaluating market data, and coordinating of pricing and settlement of bonds. As a Support Banker, you will: * Assist in research and development of financing and long-term strategic plans that meet the client's unique goals and objectives. * Generate preliminary financing scenarios and...

?As part of Consumer Banking, the branch-based Chase Wealth Management Private Client Advisor offers comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You are responsible for providing an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. What you will possess: Teamwork and Influence. You champion and support your teammates success and the goals of the bank, while fostering a culture of diversity and inclusion. Disciplined Practice Management. You focus on relationship management not portfolio management. You demonstrate a deep understanding of financial markets and sound business judgement. Youll rely on your personal drive, leadership and relationship-building skills to build a book of business and deliver personalized investment solutions to your clients. Customer...