Register
Recruit Create CV

Personal Banker Jobs in California

Member Solutions Specialist (Personal Banker)
By Patelco Credit Union At Fremont, CA, United States
Advise our members in the areas of debt management, credit advancement, mortgages, and overall financial well-being.
Bachelor degree in Business, Finance or associated field, or equivalent work experience
BA or BS in business, finance, or associated field, or equivalent work experience
Offer best in class service to our members through prompt, efficient, courteous, and professional interactions.
Act as a Subject Matter Expert in our products and services offerings, and in our new accounts and consumer lending processes.
Adopt new and existing tools that will enhance the member experience and consultation process.
Bank Financial Services Representative (Personal Banker)
By First Citizens Bank. At , Santa Monica, 90403, Ca $23.80 - $41.26 an hour

Overview Stable. Family. Opportunities. Unique. Whether First Citizens Bank has been established for 120+ years, or expanding its presence in your market, we invite you to be a part of our story. ...

Personal Banker Jobs
By Northern Trust Corp. At , Montecito, Ca $55,000 - $61,000 a year
The key responsibilities of the role:
2-3 years of related experience
Strong client service skills, problem solving, and organizational skills are required to identify, research and/or resolve requests.
Apply today and talk to us about your flexible working requirements and together we can achieve greater.
6. Assist with maintenance and servicing of Safe Deposit Boxes in offices where available.
We value an inclusive workplace and understand flexibility means different things to different people.
38 Hour Personal Banker - Malibu
By First Bank At , Malibu, 90265, Ca
Drives individual, branch and Bank growth by working with management to define sales strategies necessary to meet sales and referral goals.
Minimum of 24 months of sales and/or banking experience preferred
Developed customer service skills, including written and verbal communication
Working towards achievement of branch and individual sales and referral goals.
(In-Store branches) Should cultivate relationship with retail store associates.
Contributing to the Bank’s efforts in reaching and surpassing its Community Reinvestment Act goals by participating in community service activities.

Are you looking for a job that offers a great work-life balance and the opportunity to help people achieve their financial goals? Look no further! We are looking for a Personal Banker to join our team and provide exceptional customer service to our clients. You will be responsible for helping customers open accounts, process transactions, and provide financial advice. If you have a passion for helping others and a knack for finance, this could be the perfect job for you!

A Personal Banker is a financial professional who works with customers to provide banking services such as opening accounts, providing loans, and managing investments. They are responsible for helping customers with their banking needs and providing advice on financial products and services.

What is Personal Banker Skills Required?

• Excellent customer service and communication skills
• Knowledge of banking products and services
• Ability to build relationships with customers
• Ability to work independently and in a team
• Knowledge of banking regulations and compliance
• Proficiency in computer software and applications

What is Personal Banker Qualifications?

• Bachelor’s degree in finance, business, or a related field
• Previous experience in banking or customer service
• Professional certification in banking or finance

What is Personal Banker Knowledge?

• Knowledge of banking products and services
• Knowledge of banking regulations and compliance
• Knowledge of financial markets and investments
• Knowledge of financial planning and wealth management

What is Personal Banker Experience?

• Previous experience in banking or customer service
• Experience in sales and customer service
• Experience in financial planning and wealth management

What is Personal Banker Responsibilities?

• Open new accounts and process customer transactions
• Provide advice and guidance on banking products and services
• Develop and maintain relationships with customers
• Monitor customer accounts and provide updates on changes