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Senior Personal Banker Jobs in California

Senior Portfolio Banker Jobs
By Northern Trust Corp. At , Los Angeles, 90067 $198,000 - $220,000 a year
Extensive credit and relationship management experience.
Proactively advises and consults with clients as it relates to Goals Driven Wealth Management
Responsible for direct interaction with different committees and/or management
Strong interpersonal and consultative skills.
Substantial Financial analysis and client servicing experience.
May lead functional teams or projects with moderate resource requirements, risk, and/or complexity.
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 rewarding career in banking? Join our team as a Senior Personal Banker and help our customers reach their financial goals! With competitive pay and excellent benefits, you'll have the opportunity to make a difference in people's lives while growing your career.

Overview:

A Senior Personal Banker is responsible for providing exceptional customer service, managing customer accounts, and providing financial advice and guidance to customers. They are also responsible for developing and maintaining relationships with customers, as well as identifying and pursuing sales opportunities.

Detailed Job Description:

Senior Personal Bankers are responsible for providing a high level of customer service and financial advice to customers. They must be able to identify customer needs and provide appropriate solutions. They must also be able to identify sales opportunities and pursue them. Senior Personal Bankers must be able to manage customer accounts, process transactions, and provide financial advice. They must also be able to handle customer inquiries and complaints in a professional manner.

What is Senior Personal Banker Job Skills Required?

• Excellent customer service skills
• Strong communication and interpersonal skills
• Knowledge of banking products and services
• Ability to identify customer needs and provide appropriate solutions
• Ability to identify sales opportunities and pursue them
• Ability to manage customer accounts and process transactions
• Ability to provide financial advice and guidance
• Ability to handle customer inquiries and complaints

What is Senior Personal Banker Job Qualifications?

• Bachelor’s degree in finance, business, or a related field
• At least 5 years of experience in a banking or financial services environment
• Knowledge of banking regulations and compliance
• Ability to work independently and as part of a team
• Ability to work in a fast-paced environment

What is Senior Personal Banker Job Knowledge?

• Knowledge of banking products and services
• Knowledge of banking regulations and compliance
• Knowledge of financial markets and trends

What is Senior Personal Banker Job Experience?

• At least 5 years of experience in a banking or financial services environment
• Experience in customer service and sales
• Experience in managing customer accounts

What is Senior Personal Banker Job Responsibilities?

• Provide exceptional customer service
• Manage customer accounts
• Process transactions
• Provide financial advice and guidance
• Identify and pursue sales opportunities
• Develop and maintain relationships with customers
• Handle customer inquiries and complaints
• Ensure compliance with banking regulations