143 Results for

Personal Banker Jobs in California

Jobs

New!

Santa Barbara, CAToday

$41,714–$69,000 Per Year

Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. Applies the risk management framework to the portfolio to protect the Bank's assets and maintain the quality of the lending portfolio in compliance with requirements for the lending process and established yield, quality, diversification, and risk guidelines.

New!

San Clemente, CAToday

$41,714–$50,500 Per Year

Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.

New!

Los Angeles, CAToday

$44,300–$66,400 Per Year

Cerritos, CA13 days ago

$206,340–$252,194

Develop and maintain comprehensive knowledge of all commercial products including loans, treasury management, trade service products and deposits to facilitate cross-selling and enhance the client experience. Also responsible for increasing the bank’s deposit base through various products, developing sound and profitable business relationships, credit assessment and exceeding customer needs and expectations while complying with regulatory requirements.

Davis, CA13 days ago

$20–$22 Per Hour

Perform other account services for customers such as wire transfers, assess or waive fees, close accounts, comply with customer’s overdraft option request and document information on our core system. Understand and comply with all applicable federal and state laws and banking regulations (including those related to the Community Reinvestment Act, OFAC and Bank Secrecy Act / Anti-Money Laundering compliance) and First Northern Bank’s policies and procedures.

Montecito, CA26 days ago

Full-time

Executes and/or submits client account servicing activities within appropriate time frames, including but not limited to processing wires and fund transfers, opening and closing accounts, maintaining accurate and complete account records, imaging documents, and researching client issues. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity.

Pasadena, California14 days ago

We seek creative individuals who think proactively about building relationships, delivering solutions, and representing WaFd in the communities we serve. Experience: Prior banking experience, including familiarity with lending, previous work in retail, consumer service delivery, or client relation.

New!

Lakeport, CA1 day ago

$18–$23 Per Hour

Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team. + Provide excellent client service by providing immediate acknowledgement, identifying, and offering appropriate products and services, and responding to inquiries in a timely manner.

Folsom, CA30+ days ago

Full-time

We are seeking a candidate who enjoys being of service to customers and possesses excellent communication skills with the ability to originate, evaluate, and process consumer loan applications, open new memberships, and complete detailed financial profiles for all member interactions, including follow up for our Retail SupportSpecialist III (Floating Banker) position housed at our Folsom branch. Demonstrates effective verbal and written communication skills to engage members and collaborate effectively with team members across the branch network and other departments.

West Covina, CA9 days ago

Receives members at assigned teller station, determines nature of member's business, and processes accurate transactions, such as deposits, withdrawals, payments and transfers, in person, by mail, or telephone. Responds to members' requests for information on various products and services, answers questions, conducts basic research on members' accounts and/or refers members to appropriate individual for solution.

Los Angeles, CA30+ days ago

Assists to maintain appropriate control over Instant Issue ATM cards, checking account starter kits, cashier's checks, money orders, etc., while maintaining appropriate supply levels. Minimum four years of bank or credit union branch experience, including teller transactions, opening and servicing accounts, and processing and funding loan applications.

Escondido, California17 days ago

$21.94–$32.91 Per Hour

At Frontwave Credit Union, we are focused on creating consumer solutions to provide our members and the communities we serve with products and services that enhance the quality of life for our members through exceptional service and the progressive application of technology. Overview: As a Universal Service Representative you are responsible for performing a wide variety of responsibilities related to all teller and USR I functions, including processing deposits, withdrawals, loan payments, new accounts and loans.

Barstow, California30+ days ago

$21.94–$32.91 Per Hour

CATHEDRAL CITY, CA30+ days ago

$20–$27.69 Per Hour

They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Visit Benefits - Wells Fargo Jobs (https://www.wellsfargojobs.com/en/life-at-wells-fargo/benefits) for an overview of the following benefit plans and programs offered to employees.

ANAHEIM, CA30+ days ago

$23–$31 Per Hour

WESTMINSTER, CA30+ days ago

$23–$31 Per Hour

Ventura, CA30+ days ago

$58,190–$81,210 Per Year

Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, 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. + Deliver client services/outbound calls/inbound calls to acquire new relationships and deepen existing relationships through the cross-sell of relevant products and services while delivering remarkable client experience.

Oakland, CA30+ days ago

$61,280–$85,520 Per Year

Loma Linda, CA30+ days ago

$54,100–$75,500 Per Year

San Juan Capistrano, CA30+ days ago

$58,190–$81,210 Per Year

Downey, CA30+ days ago

$58,190–$81,210 Per Year

Costa Mesa, CA30+ days ago

$58,190–$81,210 Per Year

Santa Monica, California30+ days ago

$23–$35 Per Hour

Qualifications: Bachelor's Degree and 1 years of experience in Sales, customer service, or lending or financial services sales OR High School Diploma or GED and 5 years of experience in Sales, customer service, or lending or financial services sales. Operations and Administration - Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures.

Los Angeles, CA30+ days ago

$20–$22.50 Per Hour

In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Act of 2008 and Regulation Z and ongoing compliance with all legal or regulatory registration requirements, including, but not limited to maintaining a satisfactory criminal and credit record.

Santa Monica, CA30+ days ago

$65,000–$90,000

As the main point of contact for your member clients, you will need to bring your superior written and verbal communication skills to the table each and every day, along with a strong grasp of numbers and finance, a passion for customer service and a professional, friendly demeanor. A Member Relationship Banker, is the liaison between consumers or businesses and the financial institution, building and maintaining that relationship and offering advice on everything from personal and business accounts to loans and other services.

San Francisco, CA30+ days ago

$25.93–$41.43 Per Hour

Responsible for finding, identifying and developing new clients, in targeted segments including business and professional segments, and Preferred Banking as defined, through proactive outside calling efforts and cultivating strong partnerships with center of influences in and around the community for referral opportunities. * Calls on and collaborates with prospects and existing clients to determine their financial needs and with minimal guidance formulates a relationship development plan that specifies ways in which products and services can meet their business or personal objectives.

San Francisco, CA30+ days ago

$25–$32.69 Per Hour

Meets with branch assigned customers in person and over the phone to continue building lasting relationships, discover financial needs, tailor products, and offer new tools to help customers meet their consumer banking and investment goals. You'll welcome and assist customers that walk into our branches using your financial knowledge to offer thoughtful solutions to help address their financial needs, by opening the right accounts and products for customers contributing to the success of the branch.

Santa Clarita, CA10 days ago

Assist customers with routine account-related requests such as funds transfers, wire transfers, stop payments, inquiries about bank deposit products and service charges, inquiries about checking and savings account transactions, inquiries about funds availability, inquiries about debit card usage limits and check verification request by third parties. We are an independent commercial business bank focused on the financial needs of small and mid-sized businesses and their owners, professionals, entrepreneurs and high-net-worth individuals.

Montebello, CA17 days ago

The Banker 1 will serve as a trusted advisor, helping members achieve their financial goals through a consultative sales approach and a deep understanding of our credit union's products and services. Take consumer loan applications, including auto, credit cards, personal lines of credit, signature loans for new and existing members.

San Francisco, CA30+ days ago

$25–$32.69 Per Hour

1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.

Long Beach, CA30+ days ago

$22.50–$30.29 Per Hour

SAN DIEGO, CA30+ days ago

$37–$65.50 Per Hour

Turlock, CA30+ days ago

$43,160–$54,625 Per Year

Drives proactive sales conversations through internal and outbound interactions with a defined sales process including outbound calling, service to sales, teller interactions, appointment setting and effective lobby engagement, ultimately elevating client loyalty. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: + Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.

San Luis Obispo, CA30+ days ago

$25–$27
Contractor

This branch operates with low teller transaction volume and a strong emphasis on relationship banking, making it an excellent opportunity for a Universal Banker who enjoys meaningful client interactions, account management, and supporting lending activities. Due to minimal teller traffic at this branch, the successful candidate will spend a significant portion of time assisting clients with deposit accounts, supporting loan processes, and identifying opportunities to deepen customer relationships.

Irvine, California30+ days ago

Remote

$127,626–$237,014 Per Year

Partner with City National Securities (CNS) Investment Officer (IO) to communicate with clients about current conditions in the financial markets, investment alternatives, asset allocation and review asset management and brokerage account statements with clients. Initiates relationships with clients whose trust, investment, and lending needs require a consistently strong performer with in-depth product knowledge and excellent sales skills.

Ventura, CA30+ days ago

The Business Banker opens and processes all types of new accounts and assists customers in choosing appropriate types of accounts and other services; Accepts retail and commercial checking and savings deposits, processes loan payments, cashes checks and savings withdrawals; Promotes business for the Bank by maintaining customer relationships; Provides superior specialized service to our customers for problem resolution, information, and account servicing; Ensures compliance with all federal and state laws and regulations; Helps maintain Business Banking Center security. Makes decisions regarding the opening of new accounts; assigns account numbers; completes forms requiring customer signature(s); checks credit history; accepts initial deposits; prepares all documents and items pertaining to checking accounts, savings accounts and certificates of deposit for processing.

San Francisco, CA30+ days ago

Strategic Advisory & Thought Leadership: Serve as a thought leader and subject matter expert for clients with complex financial needs, particularly those involving concentrated stock positions, private stock holdings, and sophisticated banking and lending solutions pertinent to the Tech and Healthcare sectors. Specialized Client Acquisition (Tech & Healthcare Liquidity Events): Develop and execute sophisticated strategies to attract and onboard new high-net-worth and ultra-high-net-worth clients, with an exclusive emphasis on founders, executives, and key employees in the Technology and Healthcare sectors.

Palo Alto, CA30+ days ago

$25–$30.48 Per Hour

Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements. + Engages 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.

San Diego, CA27 days ago

$22.50–$27.25 Per Hour
Full-time

Proactively identify and recommend the best products and services to meet the members’ financial needs and partner with service teams including insurance, investments, Premier, and mortgage . Location: San Diego Experience Center - San Diego, CA 92127Target Compensation in San Deigo, CA: $22.50 to $27.25 per hour + monthly incentiveBenefits options include: Traditional medical, dental, and vision coverage.

Palo Alto, CA7 days ago

$25.50–$30.50 Per Hour
Full-time

Proactively identify and recommend the best products and services to meet the members’ financial needs and partner with service teams including insurance, investments, Premier, and mortgage . Location: Palo Alto Experience Center - Palo Alto, CA 94306Target Compensation in Palo Alto, CA: $25.50 - $30.50 per hour + monthly incentiveBenefits options include: Traditional medical, dental, and vision coverage.

Los Angeles, CA30+ days ago

$100,000–$150,000

Built by experienced middle-market bankers with strong ties to the Los Angeles deal community, the firm is in an exciting stage of development and is building a high-performing team to support an active and expanding transaction pipeline. Build, maintain, and audit detailed financial models, including operating models, valuation work, LBOs, public comps, accretion/dilution analyses, and precedent transaction analyses.

Visalia, CA22 days ago

Opens and processes all types of new accounts and assists customers in choosing appropriate types of accounts and other services; Accepts retail and commercial checking and savings deposits, processes loan payments, cashes checks and savings withdrawals; Promotes business for the Bank by maintaining customer relationships; Provides superior specialized service to our customers for problem resolution, information, and account servicing; Ensures compliance with all federal and state laws and regulations; Helps maintain Business Banking Center security. Makes decisions regarding the opening of new accounts; assigns account numbers; completes forms requiring customer signature(s); checks credit history; accepts initial deposits; prepares all documents and items pertaining to checking accounts, savings accounts and certificates of deposit for processing.

New!

Redding, CAToday

$81,000–$140,000 Per Year

Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team. + Identifies prospects, suitable method of contact, and determination of their needs and appropriate products or services including cross market solutions (i.e. lending, deposits, treasury management, wealth management, etc.).

San Jose, California17 days ago

Position Summary: The Senior Relationship Banker assists members with a full range of financial products and services in a retail branch setting, including banking transactions, product sales, handling negotiables and offering excellent service. May delivers Educational Workshops, using digital/virtual platforms and in person, to acquire business, raise awareness of Tech CU products/services, and its brand.

Walnut Creek, CA30+ days ago

Remote

$60,000–$70,000 Per Year

In addition, the Universal Banker (UB) will be responsible for assisting clients with a variety of requests and inquiries, both over the phone and in a virtual environment using LIVE, including change of address, copies of statements and billings, payoff demands, loan advances, stop payments, billing requests, opening new accounts, and other requests that will be defined over time. Job Details Level Management Job Location Denver 24 - Greenwood Village, CO Position Type Full Time Salary Range $60000.00 - $70000.00 Salary Description Join a winning team at United Business Bank and enjoy a friendly and collaborative work environment where opportunities for advancement are encouraged and supported.

San Jose, California30+ days ago

Position Summary: The Relationship Banker assists members with a full range of financial products and services in a retail branch setting, including banking transactions, product sales, handling negotiables and offering excellent service. May deliver Educational Workshops, using digital/virtual platforms and in person, to acquire business, raise awareness of Tech CU products/services, and its brand.

San Francisco, CA30+ days ago

$56,500–$73,700 Per Year

Duties may include managing the supply of cash for branch needs based on business demand, in addition to managing incoming/outgoing cash shipments/maintains vault cash, including buying and selling of cash with branch Tellers and ATMs, as needed (including competence in using teller NBS system & cash recycler to assist customers). + Appropriately assesses risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, 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.

Westminster, California30+ days ago

$22–$23.50 Per Hour

Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates’ potential for career advancement. Responsibilities: Achieve quarterly and annual team/branch sales goals: C&I, CRE, SBA, mortgage, treasury management, deposits, wealth management investment products, international deposits/wires, and other commercial and consumer products.

Chino Hills, California30+ days ago

$20–$23.50 Per Hour

Menlo Park, CA26 days ago

Full-time

Work closely with Specialists, including Private Client Advisors, Financial Planners, Home Lending Advisors, and Business Relationship Managers, to link clients with experts who can address their unique financial needs. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.

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Personal Banker Jobs in California

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