Current jobs related to **Personal Banker - Santa Maria, California - Quality Talent Group

  • Personal Banker

    1 month ago

    Santa Maria, California, United States Quality Talent Group Full time

    Job SummaryWe 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 ResponsibilitiesProvide personalized banking services to customers, including account...

  • Real Estate Sales Professional

    2 weeks ago

    Santa Cruz, California, United States Coldwell Banker Full time

    Job 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...

  • Personal Banker

    2 weeks ago

    Santa Rosa, California, United States Umpqua Bank Full time

    About 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...

  • Become a Real Estate Agent

    2 weeks ago

    Santa Clara, California, United States Coldwell Banker Full time

    Job 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...

  • Real Estate Sales Professional

    2 weeks ago

    Rancho Santa Fe, California, United States Coldwell Banker Full time

    About 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,...

  • Real Estate Sales Professional

    2 weeks ago

    Rancho Santa Fe, California, United States Coldwell Banker Full time

    Job 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...

  • 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...

  • Personal Banker I

    1 week ago

    Santa Rosa, California, United States Umpqua Bank Full time

    About 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...

  • Relationship Banker

    4 weeks ago

    Santa Rosa, California, United States Exchange Bank Full time

    About 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...

  • Financial Services Representative

    4 weeks ago

    Santa Maria, California, United States COASTHILLS FEDERAL CREDIT UNION Full time

    Job 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...

  • Senior Private Banker

    2 weeks ago

    Santa Rosa, California, United States Poppy Bank Full time

    Job 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...

  • Senior Private Banker

    3 weeks ago

    Santa Rosa, California, United States Dexian Full time

    Job 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...

  • Relationship Banker I, II or III

    2 weeks ago

    Santa Rosa, California, United States Exchange Bank Full time

    Job 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...

  • Head Universal Banker

    2 weeks ago

    Santa Clara, California, United States Citigroup Inc Full time

    Job 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...

  • Teller Part Time Santa Barbara Main Bilingual Spanish

    2 weeks ago

    Santa Barbara, California, United States Wells Fargo Full time

    About 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...

  • Personal Banker Bilingual Spanish North Coast

    3 months ago

    Santa Rosa, United States Wells Fargo Full time

    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 ba Personal Banker, Spanish, Bilingual, Customer Experience, Banker, Benefits, Banking, Education

  • Personal Banker

    6 months ago

    Santa Cruz, United States Wells Fargo Full time

    Provide 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

  • Relationship Banker

    5 days ago

    Santa Monica, United States comerica Full time

    Relationship 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...

  • Relationship Banker

    4 weeks ago

    Santa Fe, New Mexico, United States Quality Talent Group Full time

    About 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...

  • VP, Private Banker

    1 month ago

    Santa Rosa, United States AppleOne Employment Services Full time

    DescriptionThe 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...

  • VP, Private Banker

    4 weeks ago

    Santa Rosa, United States AppleOne Employment Services Full time

    DescriptionThe 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...

  • Banker

    2 weeks ago

    Santa Maria, United States COASTHILLS FEDERAL CREDIT UNION Full time

    Job 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,...

  • Universal Banker I

    5 months ago

    Santa Rosa Beach, United States United Community Bank Full time

    SUMMARY 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...

  • Financial Services Professional

    1 day ago

    Santa Barbara, United States Bankers Life Full time

    Financial Services Professional - Hybrid Experience Location: Santa Barbara, CA, United States Job Category: Financial Representative Posted: 13-Jul-2023 Job Description Bankers Life®, one of the most respected companies in the Financial Services industry, is seeking ambitious individuals to grow our team of Insurance Agents and Financial...

  • Universal Banking Professional

    2 weeks ago

    Santa Fe, New Mexico, United States Sunflower Bank Full time

    Job 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...

  • Relationship Banker II

    2 days ago

    Santa Rosa, United States First Technology Federal Credit Union Full time

    DescriptionThe Financial Solutions Representative II (FSR) is a frontline financial partner (financial MDs) that is part of a supportive and dynamic member focused sales team. As an FSR II, you’ll work in a fast-paced environment processing routine and complex financial transactions for members in-person, over the phone, and by e-mail. You’ll engage in...

  • Relationship Banker II

    2 days ago

    Santa Rosa, United States First Technology Federal Credit Union Full time

    The Financial Solutions Representative II (FSR) is a frontline financial partner (financial MDs) that is part of a supportive and dynamic member focused sales team. As an FSR II, you’ll work in a fast-paced environment processing routine and complex financial transactions for members in-person, over the phone, and by e-mail. You’ll engage in consultative...

  • Relationship Banker II

    3 days ago

    Santa Rosa, United States First Technology Federal Credit Union Full time $25 - $30

    The Financial Solutions Representative II (FSR) is a frontline financial partner (financial MDs) that is part of a supportive and dynamic member focused sales team. As an FSR II, you’ll work in a fast-paced environment processing routine and complex financial transactions for members in-person, over the phone, and by e-mail. You’ll engage in consultative...

  • Customer Service Representative

    2 weeks ago

    Santa Fe, New Mexico, United States Quality Talent Group Full time

    About 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...

  • Teller I

    1 week ago

    Santa Fe, United States Enterprise Bank and Trust Full time

    Enterprise 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...

**Personal Banker

2 months ago

Santa Maria, California, United States Quality Talent Group Full time
About This Role

We are seeking a highly motivated and customer-focused Personal Banker to join our team at Quality Talent Group. As a Personal Banker, you will be responsible for building strong relationships with our customers, providing exceptional customer service, and helping them achieve their financial goals.

Key Responsibilities
  • Customer Service: Provide proactive and personalized service to customers, responding to their needs and concerns in a timely and professional manner.
  • Product Knowledge: Develop a deep understanding of our bank's products and services, and use this knowledge to connect customers with the right solutions for their financial needs.
  • Relationship Building: Build and maintain strong relationships with customers, understanding their financial goals and objectives, and providing guidance and support to help them achieve success.
  • Problem-Solving: Identify and resolve customer issues in a timely and professional manner, using sound judgment and problem-solving skills.
  • Team Collaboration: Work collaboratively with other team members to achieve business objectives, share knowledge and best practices, and support each other in delivering exceptional customer service.
Requirements
  • Customer Service Experience: 6+ months of experience in a customer-facing role, with a proven track record of providing exceptional customer service.
  • Product Knowledge: Strong knowledge of banking products and services, with the ability to communicate complex information in a clear and concise manner.
  • Relationship Building: Excellent communication and interpersonal skills, with the ability to build strong relationships with customers and colleagues.
  • Problem-Solving: Strong problem-solving skills, with the ability to identify and resolve customer issues in a timely and professional manner.
What We Offer
  • Competitive Compensation: A competitive salary and benefits package, including medical, dental, and vision insurance, 401(k) matching, and paid time off.
  • Opportunities for Growth: Opportunities for career advancement and professional growth, with a focus on developing the skills and knowledge needed to succeed in the banking industry.
  • Collaborative Work Environment: A collaborative and supportive work environment, with a focus on teamwork and open communication.