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Private banker Jobs in Costa Mesa, CA

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Private banker • costa mesa ca

Last updated: 1 day ago
Universal Banker

Universal Banker

Bank of HopeGarden Grove, CA , US
Full-time
Provide a welcoming and professional experience for all customers, assisting with inquiries and resolving issues promptly. Build relationships by understanding customer needs and recommending approp...Show moreLast updated: 30+ days ago
  • Promoted
Personal Banker - Irvine, CA

Personal Banker - Irvine, CA

Firefighters First Credit UnionIrvine, CA, United States
Full-time
Firefighters First Federal Credit Union has proudly been serving the firefighter community since 1935.We have built trusting relationships within the fire family as the nation's largest exclusive f...Show moreLast updated: 30+ days ago
  • Promoted
Executive Mortgage Banker (MLO+)

Executive Mortgage Banker (MLO+)

JBA InternationalIrvine, CA, United States
Full-time
Currently seeking experienced Loan Officers who are looking to skyrocket their origination business with a solid mortgage banking enterprise. Interested candidates must have experience as a TOP TIER...Show moreLast updated: 30+ days ago
  • Promoted
Personal Banker

Personal Banker

Mechanics BankIrvine, CA, US
Full-time
Prepare correspondence to clients and their designees as appropriate.Ensure completeness of legal documentation on new account set up. Responsible for managing customer accounts and promoting bankin...Show moreLast updated: 15 days ago
  • Promoted
Personal Banker

Personal Banker

PNC BankOrange, California, USA
Full-time +1
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 t...Show moreLast updated: 10 days ago
Universal Banker I

Universal Banker I

CBB BankIrvine, CA, United States
Full-time
This position is the "point of contact" for a majority of customers in their day-to-day transactions generally associated with teller work. This position is responsible for processing teller transac...Show moreLast updated: 4 days ago
  • Promoted
Commercial Banker - Irvine, CA

Commercial Banker - Irvine, CA

BankTalent HQIrvine, CA, United States
Full-time
Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our c...Show moreLast updated: 29 days ago
Private Mortgage Banker (SAFE)

Private Mortgage Banker (SAFE)

WELLS FARGO BANKIRVINE, California, United States of America
Full-time
Wells Fargo is seeking an CA-WA Private Mortgage Banker (SAFE) in Consumer Lending as part of Home Lending.Learn more about our career areas and lines of business at wellsfargojobs.Participate in s...Show moreLast updated: 30+ days ago
Universal Banker I

Universal Banker I

Commonwealth Business BankIrvine, CA, US
Full-time
This position is the “point of contact” for a majority of customers in their day-to-day transactions generally associated with teller work. This position is responsible for processing te...Show moreLast updated: 30+ days ago
U.S. Private Bank - Private Banker - Vice President

U.S. Private Bank - Private Banker - Vice President

JPMorgan ChaseIrvine, CA, United States
Full-time
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J. If you have an entrepreneurial ...Show moreLast updated: 30+ days ago
  • Promoted
Personal Banker

Personal Banker

TradeJobsWorkForce92711 Santa Ana, CA, US
Full-time
Personal Banker Job Duties : Provides exceptional customer service, involving receipt and payme...Show moreLast updated: 30+ days ago
  • Promoted
Relationship Banker II

Relationship Banker II

Cathay Bank - HeadquartersIrvine, CA, United States
Full-time
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
Private investigator

Private investigator

USA Express Legal & Investigative Service Inc.Santa Ana, CA, US
Full-time
Looking for private investigator or anyone is in training to become an investigator to handle field assignments for personal injury cases. We pay hourly rate plus IRS applicable mileage.Show moreLast updated: 30+ days ago
Portfolio Banker

Portfolio Banker

Farmers and Merchants Bank of Long BeachNewport Beach, CA, US
Full-time
The Portfolio Banker works closely with Relationship Managers and Regional Relationship Manager to evaluate the financial information and needs of prospective and existing borrowers.The Portfolio B...Show moreLast updated: 19 days ago
  • Promoted
Personal Banker

Personal Banker

TradeJobsWorkforce92616 Irvine, CA, US
Full-time
Personal Bank job responsibilities : Provides exceptional customer service, involving receipt and payment ...Show moreLast updated: 30+ days ago
  • Promoted
Private Client Banker - Kraemer - Brea, CA

Private Client Banker - Kraemer - Brea, CA

ChaseFountain Valley, CA, US
Full-time
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and havin...Show moreLast updated: 1 day ago
  • Promoted
Personal Banker

Personal Banker

Columbia Bank (WA, OR & ID)Irvine, CA, United States
Full-time
At Columbia, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our customers and comm...Show moreLast updated: 4 days ago
U.S. Private Bank - Private Banker - Vice President

U.S. Private Bank - Private Banker - Vice President

JPMorgan Chase & Co.Irvine, CA, United States
Full-time
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within. If you have an entrepreneurial mi...Show moreLast updated: 30+ days ago
  • Promoted
Personal Banker

Personal Banker

Umpqua BankIrvine, CA, US
Full-time
At Columbia, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our customers and comm...Show moreLast updated: 10 days ago
Universal Banker

Universal Banker

Bank of HopeGarden Grove, CA , US
30+ days ago
Job type
  • Full-time
Job description

Customer Service & Sales :

  • Provide a welcoming and professional experience for all customers, assisting with inquiries and resolving issues promptly.
  • Build relationships by understanding customer needs and recommending appropriate banking products and services.
  • Promote bank products and services to achieve individual and branch sales goals, including accounts, loans, and other financial solutions.
  • Educate customers on digital banking options and self-service tools to enhance their banking experience.
  • Maintain knowledge of bank products, services, and promotions to provide accurate and helpful information.

Transaction Processing & Account Support :

  • Perform teller transactions, including deposits, withdrawals, transfers, and payments, with accuracy and efficiency.
  • Assist customers with account openings, updates, and closings, ensuring compliance with bank policies and procedures.
  • Identify opportunities to deepen customer relationships by cross-selling or upselling additional products and services.
  • Monitor and maintain cash drawer accuracy while following established cash-handling procedures.

    • Operational Support & Compliance :

  • Ensure adherence to bank policies, procedures, and regulatory requirements, including security and fraud prevention protocols.
  • Participate in operational tasks such as ATM balancing, night deposit processing, and maintaining branch supplies.
  • Monitor and escalate any suspicious account activity or potential risks to management as needed.
  • Maintain organized and accurate records to support branch audits and operational reviews.

    • Team Collaboration & Development :

  • Collaborate with branch team members to ensure seamless service delivery and achievement of branch goals.
  • Assist with training and mentoring new team members as directed by management.
  • Participate in branch meetings and training sessions to stay informed of updates and best practices.

    • Job Qualifications / Requirements

    Education / Credentials

  • Minimum Education Level : High School Diploma

    • Skills

  • English : Written : Advanced Verbal : Fluent
  • Required : Excellent verbal and written communication skills.
  • Required : Strong organizational skills with a willingness to adapt to changes in a fast-paced environment.
  • Required : Ability to manage multiple tasks, projects, and deadlines simultaneously.
  • Required : Strong customer service skills with the ability to build and maintain relationships.
  • Additional Languages : Korean preferred

    • The salary range for this full-time position is $ Hourly - $ Hourly + bonus + benefits

    Salary ranges are determined based on qualifications, level, and location

    Exact compensation may vary based on your skills and experience.

    Bank of Hope is an equal employment opportunity employer and does not discriminate on the basis of race, color, gender, religion, age, sexual orientation, genetic information, national or ethnic origin, disability, marital status, veteran status or any other basis protected by federal, state, or local law.