Talent.com

Personal banker Jobs in Oakland, CA

Last updated: 1 day ago
Personal Banker Castro

Personal Banker Castro

WELLS FARGO BANKSAN FRANCISCO, California, United States of America
$22.00–$30.19 hourly
Full-time
Are you looking for more? Find it here.At Wells Fargo, we believe that a meaningful career is much more than just a job.It's about finding all of the elements that help you thrive, in one place.Liv...Show moreLast updated: 6 days ago
  • Promoted
Personal Banker (Member Solutions Specialist)

Personal Banker (Member Solutions Specialist)

Patelco Credit UnionOakland, CA, United States
$27.00 hourly
Full-time
Patelco Credit Union is a not-for-profit credit union with a purpose to build financial health and wellbeing for our members. Since 1936, Patelco has grown from $500 in assets to over $9 billion in ...Show moreLast updated: 5 days ago
  • Promoted
Sr. Universal Banker

Sr. Universal Banker

Mechanics BankAlbany, CA, United States
$21.00–$28.00 hourly
Full-time
Universal Banker performs the full range of new account transactions according to established procedures.Identifies and closes ethical and appropriate sales and service opportunities for Retail Ban...Show moreLast updated: 8 days ago
  • Promoted
Personal Banker SAFE Act- Castro Branch

Personal Banker SAFE Act- Castro Branch

Citigroup IncSan Francisco, CA, United States
$61,280.00–$85,520.00 yearly
Full-time
The 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 o...Show moreLast updated: 8 days ago
Associate Banker

Associate Banker

BMOSan Francisco, CA, USA
$41,715.00–$63,500.00 yearly
Part-time
Retail Banking Sales & Service.Delivers exceptional service to BMO customers and prospects.Identifies customer needs and provides advice and guidance regarding financial solutions that are in the b...Show moreLast updated: 30+ days ago
  • Promoted
Senior Banker, Florida Licensed

Senior Banker, Florida Licensed

VirtualVocationsOakland, California, United States
Full-time
A company is looking for a Senior Banker, IPG.Key ResponsibilitiesServe as a Trusted Advisor, providing comprehensive financial solutions to clientsLead deal teams and manage credit and non-credit ...Show moreLast updated: 14 days ago
  • Promoted
Relationship Banker II

Relationship Banker II

Cathay Bank - HeadquartersSan Francisco, CA, United States
$22.00–$25.00 hourly
Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success....Show moreLast updated: 30+ days ago
  • Promoted
Associate Banker

Associate Banker

BMO Financial GroupOakland, CA, United States
$41,715.00–$57,000.00 yearly
Part-time
Delivers exceptional service to BMO customers and prospects.Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers.Work...Show moreLast updated: 15 days ago
  • Promoted
Field Mortgage Banker

Field Mortgage Banker

First Citizens BankSan Francisco, CA, US
$24.00 hourly
Full-time +1
This position aids fair lending and community goals by providing mortgages for culturally diverse organizations.Originates government, conventional, nonconforming, construction, and permanent mortg...Show moreLast updated: 19 days ago
Relationship Banker I

Relationship Banker I

Cathay BankSan Francisco, CA, US
$18.67–$22.00 hourly
Responsible for primarily handling teller transactions, providing operational support, cross-selling bank products / services, and resolving customer service issues. Process transactions with accuracy...Show moreLast updated: 30+ days ago
Private Banker - Director

Private Banker - Director

6433 Deutsche Bank National Trust CompanySan Francisco Office
San Francisco, CA & Los Angeles, CA.Private Bankers develop, manage, and retain client relationships.They are responsible for the acquisition of assets through expanding existing client relationshi...Show moreLast updated: 30+ days ago
Personal Banker SAFE Act - Lafayette Branch - On Site

Personal Banker SAFE Act - Lafayette Branch - On Site

00002 Citibank, N.A.Lafayette California United States
$61.00–$85.00 hourly
Full-time
The 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 o...Show moreLast updated: 30+ days ago
  • Promoted
RETAIL RELATIONSHIP BANKER

RETAIL RELATIONSHIP BANKER

BMO FinancialCA, United States
$41,715.00–$67,000.00 yearly
Part-time
Retail Banking Sales & Service.Delivers exceptional service to BMO customers and prospects.Identifies customer needs and provides advice and guidance regarding financial solutions that are in the b...Show moreLast updated: 1 day ago
Small Business Banker

Small Business Banker

Bank of AmericaSan Francisco
Full-time
This job is responsible for providing comprehensive financial solutions to small businesses with annual revenues up to $5 million while actively managing and deepening relationships with high value...Show moreLast updated: 30+ days ago
  • Promoted
Associate, Banker – Industry / Country Coverage

Associate, Banker – Industry / Country Coverage

Goldman Sachs & Co. LLCSan Francisco, CA, US
Full-time
Associate, Banker – Industry / Country Coverage with Goldman Sachs & Co.LLC in San Francisco, California.Perform deep-dive valuation and other financial analyses during buy-side or sell-side merger a...Show moreLast updated: 28 days ago
Personal Banker

Personal Banker

CIBCCA, San Francisco, 101 2nd St.
We’re building a relationship-oriented bank for the modern world.We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strength...Show moreLast updated: 30+ days ago
Personal Banker Roving - Golden Gate District

Personal Banker Roving - Golden Gate District

Wells FargoSan Francisco, CA
Are you ready for the next step in your career? This is where it begins - at a company known for our "Well Life" approach to supporting employees' career aspirations, work-life balance, and mental ...Show moreLast updated: 30+ days ago
Personal Banker Castro

Personal Banker Castro

WELLS FARGO BANKSAN FRANCISCO, California, United States of America
6 days ago
Salary
$22.00–$30.19 hourly
Job type
  • Full-time
Job description

Why Wells Fargo :

Are you looking for more? Find it here. At Wells Fargo, we believe that a meaningful career is much more than just a job. It's about finding all of the elements that help you thrive, in one place. #LivingTheWellLife means you're supported in life, not just work. It means having a competitive salary, a robust benefits package, and programs to support your work-life balance and well-being. It means being rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it! Wells Fargo ranked in the top three on the 2024 LinkedIn Top Companies List of best workplaces "to grow your career" in the U.S.

About this role :

Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com.

In this role you will :

  • Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially
  • Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications
  • Receive direction from managers and exercise judgement within defined policies and procedures
  • Develop understanding of bank products and services to connect to customers' needs
  • Interact with customers to demonstrate care and build relationships
  • Provide appropriate options for bank products and services to customer
  • Refer customers' financial needs to other bankers and partners as needed
  • This SAFE position has customer contact and job duties which may include the offering / negotiating of terms and / or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below

Required Qualifications :

  • 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following : work experience, training, military experience, education
  • Desired Qualifications :

  • Customer service focus with experience handling complex transactions across multiple systems
  • Experience proactively engaging with customers through outreach via phone or email
  • Ability to educate and connect customer to technology and share the value of mobile banking options
  • Ability to help customers succeed financially by offering introductions to additional team members as appropriate
  • Experience working with others on a team to meet customer needs
  • Experience fostering and developing strong customer relationships
  • Ability to build strong relationships with internal partners
  • Ability to follow policies, procedures, and regulations
  • Ability to identify potential fraud / risky accounts and take appropriate action to prevent loss
  • Ability to interact with integrity and professionalism with customers and team members
  • Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer / leadership reporting
  • Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting
  • Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
  • Support customers and employees in resolving or escalating concerns or complaints
  • Job Expectations :

  • Ability to work a schedule that may include most Saturdays
  • Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed
  • This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (http : / / fedregistry.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
  • This position is not eligible for Visa sponsorship
  • Posting Location(s) :

  • 557 Castro St., San Francisco, CA 94114
  • Position requires full-time training for 8-10 weeks. Training schedule is as follows : Monday - Friday - 8 : 30am - 5 : 30pm.
  • Pay Range

    Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.

    22.00 - $30.19

    Benefits

    Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.

  • Health benefits
  • 401(k) Plan
  • Paid time off
  • Disability benefits
  • Life insurance, critical illness insurance, and accident insurance
  • Parental leave
  • Critical caregiving leave
  • Discounts and savings
  • Commuter benefits
  • Tuition reimbursement
  • Scholarships for dependent children
  • Adoption reimbursement
  • Posting End Date : 10 Mar 2025

  • Job posting may come down early due to volume of applicants.
  • We Value Diversity

    At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

    Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. 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. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.

    Candidates applying to job openings posted in US : All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

    Applicants with Disabilities

    To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .

    Drug and Alcohol Policy

    Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

    Wells Fargo Recruitment and Hiring Requirements :

    a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

    b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.