Personal Banker
4 weeks ago
We are seeking a highly motivated and customer-focused Personal Banker to join our team. As a Personal Banker, you will be responsible for providing exceptional customer service, building relationships, and helping customers achieve their financial goals.
Key Responsibilities- Provide personalized banking services to customers, including account opening, loan applications, and credit card services.
- Build and maintain strong relationships with customers, understanding their financial needs and providing tailored solutions.
- Work closely with internal partners to ensure seamless delivery of banking services.
- Stay up-to-date with banking products and services, identifying opportunities to cross-sell and upsell.
- Meet or exceed sales and customer satisfaction targets.
- 6+ months of customer-facing experience in a banking or financial services environment.
- Excellent communication and interpersonal skills.
- Ability to work in a fast-paced environment and meet sales targets.
- Strong analytical and problem-solving skills.
- Ability to work independently and as part of a team.
- A competitive salary and bonus structure.
- Opportunities for career growth and professional development.
- A dynamic and supportive work environment.
- A comprehensive benefits package, including health insurance, retirement plan, and paid time off.
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Real Estate Sales Professional
2 weeks ago
Santa Cruz, California, United States Coldwell Banker Full timeJob OverviewColdwell Banker is seeking a motivated and enthusiastic Real Estate Sales Agent to join our team. As a member of our team, you will have the opportunity to work with a comprehensive training program and an impressive range of technology tools designed to get you up and running quickly.You will be responsible for representing home sellers and home...
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Personal Banker
2 weeks ago
Santa Rosa, California, United States Umpqua Bank Full timeAbout Umpqua BankUmpqua Bank is a leading western-based regional bank with over $50B in assets under management. We offer a unique brand of relationship banking and a culture where associates thrive.The RoleThe Personal Banker is responsible for delivering an exceptional customer experience. They will build new and expand existing relationships with clients...
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Become a Real Estate Agent
2 weeks ago
Santa Clara, California, United States Coldwell Banker Full timeJob DescriptionWe are seeking a motivated and enthusiastic Real Estate Agent to join our team at Coldwell Banker in Santa Clara, California.As a Real Estate Agent, you will be responsible for representing home sellers and buyers in real estate transactions, coordinating with third-party entities, and communicating with leads through various channels.Key...
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Real Estate Sales Professional
2 weeks ago
Rancho Santa Fe, California, United States Coldwell Banker Full timeAbout the RoleColdwell Banker is seeking a motivated and enthusiastic Real Estate Sales Agent to join our team. As a member of our team, you will have the opportunity to work with a comprehensive training program and cutting-edge technology tools to help you succeed in your real estate career.Key ResponsibilitiesRepresent clients in real estate transactions,...
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Real Estate Sales Professional
2 weeks ago
Rancho Santa Fe, California, United States Coldwell Banker Full timeJob OverviewColdwell Banker is seeking a motivated and licensed real estate agent to join our team. As a member of our team, you will have the opportunity to work with a comprehensive training program and access to a range of technology tools designed to help you succeed in your real estate career.Responsibilities:Represent home sellers and buyers in real...
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Real Estate Sales Professional
2 weeks ago
Rancho Santa Fe, California, United States Coldwell Banker Full time{"h1": "Real Estate Agent Career Opportunity at Coldwell Banker", "p": "We are seeking enthusiastic and motivated individuals to join our team as real estate agents. As a member of our team, you will have the opportunity to work with a comprehensive training program and an impressive range of technology tools designed to get you up and running quickly. You...
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Personal Banker I
5 days ago
Santa Rosa, California, United States Umpqua Bank Full timeAbout the RoleThe Personal Banker is responsible for delivering an exceptional customer experience by building new and expanding existing relationships with clients. This involves asking questions to identify needs, offering appropriate products and services, and referring the customer to the appropriate business partners within the Bank when needed.Key...
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Relationship Banker
4 weeks ago
Santa Rosa, California, United States Exchange Bank Full timeAbout the RoleWe are seeking a skilled and customer-focused Relationship Banker to join our team at Exchange Bank. As a Relationship Banker, you will be responsible for building and maintaining strong relationships with our customers, providing exceptional customer service, and promoting our full range of products and services.Key ResponsibilitiesProcess...
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Financial Services Representative
3 weeks ago
Santa Maria, California, United States COASTHILLS FEDERAL CREDIT UNION Full timeJob Title: BankerJob Summary:We are seeking a highly motivated and customer-focused Banker to join our team at CoastHills Federal Credit Union. As a Banker, you will be responsible for identifying the financial needs of our members and providing them with personalized solutions to meet those needs.Key Responsibilities:Prepare and process loan-related...
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Relationship Banker
1 month ago
Santa Rosa, California, United States Exchange Bank Full timeAbout the RoleWe are seeking a skilled Relationship Banker to join our team at Exchange Bank. As a key member of our customer-facing team, you will be responsible for building long-term customer relationships and providing exceptional customer service.Key ResponsibilitiesProcess customer transactions, including deposits, withdrawals, and loan payments, with...
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Senior Private Banker
1 week ago
Santa Rosa, California, United States Poppy Bank Full timeJob SummaryThe Private Banker is a key role at Poppy Bank, responsible for managing relationships with high-net-worth clients and providing exceptional service. This includes building and maintaining strong relationships, identifying opportunities to deepen client connections, and ensuring compliance with all Bank policies and procedures.Key...
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Senior Private Banker
3 weeks ago
Santa Rosa, California, United States Dexian Full timeJob Title: Senior Private BankerLocation: RemoteDuration: Full Time / Direct Hire / PermPay: $75,000 - $125,000 Depending on experienceNumber of Positions: 1Job OverviewThe Senior Private Banker is responsible for managing relationships with high-net-worth clients, providing exceptional service, and fostering deep connections.ResponsibilitiesManage a...
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Relationship Banker I, II or III
2 weeks ago
Santa Rosa, California, United States Exchange Bank Full timeJob SummaryWe are seeking a highly skilled and customer-focused Relationship Banker to join our team at Exchange Bank. As a key member of our banking team, you will be responsible for building and maintaining strong relationships with our customers, providing exceptional customer service, and promoting our full range of products and services.Key...
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Head Universal Banker
2 weeks ago
Santa Clara, California, United States Citigroup Inc Full timeJob SummaryThe Head Universal Banker is a key role in our branch team, responsible for delivering exceptional customer service and sales performance. As a subject matter expert, you will be the go-to person for our customers, providing expert advice and guidance on our products and services.Key ResponsibilitiesProvide exceptional customer service, responding...
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Santa Barbara, California, United States Wells Fargo Full timeAbout Wells FargoAt 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. Our company is committed to helping our customers succeed financially and personally, and we're looking for talented individuals to join our team.About this RoleWe're seeking a Teller to...
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Personal Banker Bilingual Spanish North Coast
3 months ago
Santa Rosa, United States Wells Fargo Full timeParticipate 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 ba Personal Banker, Spanish, Bilingual, Customer Experience, Banker, Benefits, Banking, Education
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Personal Banker
6 months ago
Santa Cruz, United States Wells Fargo Full timeProvide support across a variety of branch locations within a specific geography where a banker or teller is out of the office or to temporarily cover vacancies. Be flexible and adaptable to changing priorities and new surroundings while meeting cust Personal Banker, Banker, Customer Experience, Benefits, Financial, Banking, Business Services, Relationship
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Relationship Banker
4 weeks ago
Santa Fe, New Mexico, United States WELLS FARGO BANK Full timeJob Title: Relationship BankerWe are seeking a skilled Relationship Banker to join our team at Wells Fargo Bank. As a Relationship Banker, you will be responsible for building and maintaining relationships with customers, understanding their financial needs, and providing personalized banking solutions.About the Role:This is a challenging and rewarding role...
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Relationship Banker
18 hours ago
Santa Monica, United States comerica Full timeRelationship BankerWhat we can offer you:Career Growth - promotional opportunitiesIncentive program based on performancePaid Time Off (PTO), Paid Holidays for Full Time/Part Time EmployeesHealth, Dental, Vision, 401k match and Life InsuranceEmployee Assistance ProgramTuition Assistance Program (Full Time)Financial Coaching and Benefit GuidanceFloating...
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Relationship Banker
3 weeks ago
Santa Fe, New Mexico, United States Quality Talent Group Full timeAbout the JobWe are seeking a skilled Relationship Banker to join our team at Quality Talent Group. As a Relationship Banker, you will be responsible for building and maintaining strong relationships with our customers, understanding their financial needs, and providing personalized solutions to meet those needs.Key Responsibilities:Build and maintain...
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VP, Private Banker
4 weeks ago
Santa Rosa, United States AppleOne Employment Services Full timeDescriptionThe Private Banker is responsible for managing relationships with high-net-worth clients, providing exceptional service, and fostering deep connections. Each banker will manage a portfolio of clients, ensuring they receive personalized attention and solutions for their financial needs. The goal is to grow the client base while maintaining strong...
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VP, Private Banker
4 weeks ago
Santa Rosa, United States AppleOne Employment Services Full timeDescriptionThe Private Banker is responsible for managing relationships with high-net-worth clients, providing exceptional service, and fostering deep connections. Each banker will manage a portfolio of clients, ensuring they receive personalized attention and solutions for their financial needs. The goal is to grow the client base while maintaining strong...
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Banker
2 weeks ago
Santa Maria, United States COASTHILLS FEDERAL CREDIT UNION Full timeJob DescriptionJob DescriptionSUMMARYUnder the general supervision of the Branch Manager, the Member Services Officer 3 – Relationship Specialist identifies the financial needs of Credit Union members and effectively cross-sells products, services, and solutions. Responsible for performing a wide variety of loan and deposit-based functions. Researches,...
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Universal Banker I
5 months ago
Santa Rosa Beach, United States United Community Bank Full timeSUMMARY As a Universal Banker, you will have the opportunity to deliver excellent experiences for customers and prospects. In addition to assisting with everyday transactions, you will have the opportunity to help with customer resolution and financial wellness by having needs based conversations and identifying appropriate solutions. EDUCATION AND...
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Universal Banking Professional
2 weeks ago
Santa Fe, New Mexico, United States Sunflower Bank Full timeJob SummarySunflower Bank is seeking a highly motivated and energetic individual to fill the position of a Universal Banker at our Santa Fe Vista Grande branch.This role combines the responsibilities of a Teller, Personal Banker, and Customer Service Representative, providing retail banking products and services to customers.Key ResponsibilitiesPerform...
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Financial Services Representative
4 weeks ago
Santa Fe, United States Enterprise Bank and Trust Full timeEnterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to help businesses succeed and our communities thrive. With offices in Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada and Texas, we’re...
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Customer Service Representative
1 week ago
Santa Fe, New Mexico, United States Quality Talent Group Full timeAbout this role:We are seeking a talented Customer Service Representative to join our team in the Consumer, Small & Business Banking division. As a Teller, you will be part of the fabric of the local community, helping provide financial services to residents, employees, and local businesses.Key Responsibilities:Support customer engagement by processing...
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Teller I
4 days ago
Santa Fe, United States Enterprise Bank and Trust Full timeEnterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to help businesses succeed and our communities thrive. With offices in Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada and Texas, we’re...