Top 98 Banker positions Jobs in San Jose Ca

Member Solutions Specialist (Banker)
Patelco Credit Union —San Jose, CA
- $32.50 an hour
- Full-time
- Mid-level
- Office
- 3 years
- Paid holidays
- Health insurance
Personal Banker
WaFd Bank —San Jose, CA
- $22.33 - $33.18 an hour
- Full-time
- Microsoft Outlook
- Mid-level
- Office
- Paid parental leave
- AD&D insurance
Entry Level Insurance Sales Agent - Hybrid Remote (CA)
Bankers Life —Pleasanton, CA
- $50,000 - $100,000 a year
- Full-time
- Hybrid work
- No experience needed
- Organizational skills
- Entry level
Quick Apply
Personal Banker
WaFd Bank —Los Altos, CA
- $22.33 - $33.18 an hour
- Full-time
- Microsoft Outlook
- Mid-level
- Office
- Paid parental leave
- AD&D insurance
Financial Services Professional - Hybrid Remote (CA)
Bankers Life —Pleasanton, CA
- $70,000 - $100,000 a year
- Full-time
- Hybrid work
- Office
- Communication skills
- Entry level
Quick Apply
Banker Positions
Poppy Bank —San Jose, CA
- $20.00 - $31.90 an hour
- Full-time
- Microsoft Outlook
- Word processing
- Mid-level
Associate Banker
BMO Financial Group —San Jose, CA
- $50,100 - $82,800 a year
- Part-time
- Office
- Analysis skills
- Organizational skills
- Health insurance
- Tuition reimbursement
Relationship Banker
Technology Credit Union —San Jose, CA
- $55,500 - $72,500 a year
- 8 hour shift
- Computer literacy
- Basic math
- Mid-level
- Paid holidays
- Disability insurance
Private Banker
Morgan Stanley —Menlo Park, CA
- $110,000 - $185,000 a year
- Full-time
- Office
- Analysis skills
- Bachelor's degree
Personal Banker II - Milpitas
Fifth Third Bank —San Jose, CA
- $44,300 - $73,000 a year
- Full-time
- Military
- Mid-level
- Office
Senior Relationship Banker
Technology Credit Union —San Jose, CA
- $62,500 - $83,500 a year
- Extended hours
- 5 years
- Basic math
- Mid-level
- Paid holidays
- Disability insurance
Business Banker
First Citizens Bank —Palo Alto, CA
- $146,325 - $195,100 a year
- Full-time
- Mid-level
- Office
- High school diploma or GED
Float Personal Banker I- Los Altos
Fifth Third Bank —San Jose, CA
- $43,680 - $69,900 a year
- Full-time
- Office
- High school diploma or GED
- Math
Universal Banker
Fremont Bank —San Jose, CA
- $23.56 - $33.65 an hour
- Full-time
- Mid-level
- Office
- High school diploma or GED
Quick Apply
Universal Banker
PROVIDENT CREDIT UNION —San Jose, CA
- $27.50 an hour
- Extended hours
- Computer literacy
- Mid-level
- Office
- AD&D insurance
- Paid holidays
Quick Apply
Retail Relationship Banker
BMO Financial Group —Saratoga, CA
- $50,100 - $82,800 a year
- Full-time
- Mid-level
- Office
- Analysis skills
- Health insurance
- Tuition reimbursement
Universal Banker
West Coast Community Bank —Scotts Valley, CA
- $27.00 - $31.50 an hour
- Weekends as needed
- Computer literacy
- Office
- 3 years
- Paid holidays
- Health insurance
Relationship Banker - Saratoga Ave - San Jose, CA
JPMorganChase —San Jose, CA
- $25.00 - $32.69 an hour
- Weekends as needed
- Military
- Office
- High school diploma or GED
- Health insurance
- Tuition reimbursement
5d
Personal Banker SAFE Act, Santa Clara Pruneridge Branch
Citi —Santa Clara, CA
- $61,280 - $85,520 a year
- Full-time
- Office
- Bachelor's degree
- Experience equivalent to degree accepted
- Paid holidays
- Disability insurance
Small Business Specialist
First Citizens Bank —Palo Alto, CA
- $80,000 - $95,000 a year
- Full-time
- Mid-level
- Office
- High school diploma or GED

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banker positions jobs near san jose ca

Member Solutions Specialist (Banker)

Patelco Credit Union -
San Jose, CA

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Job Details

Full-time
$32.50 an hour

Benefits

Paid holidays
Health insurance
Dental insurance
Tuition reimbursement
Paid time off
On-the-job training
Employee assistance program
Vision insurance
Life insurance

Qualifications

Productivity software

Full Job Description

About Patelco Credit Union:

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 assets and is the 7th largest credit union in California with branches throughout Northern California.

We are here for our members throughout all their stages of life. Meeting them with the products and services to help them plan purposefully for their futures and to secure our life-long partnership as their trusted financial advocate. As one team, we are all committed to delivering service, empowering financial literacy, creating products, and providing new technology for our members.

We believe that work should be rewarding, challenging, and enjoyable. We’re dedicated to creating a positive and supportive culture where our team members can thrive. If you’re looking to use your skills and knowledge to make a difference in our members’ lives, Patelco could be the perfect fit for you.

Overview:

Are you ready to make a difference as a Personal Banker (Member Solutions Specialist) and elevate our members’ experience by delivering exceptional service? This exciting opportunity empowers you to maximize member engagement by providing a range of product options. You will directly assist members in opening new accounts, offering credit card products, Money Market/CD accounts, consumer loans, and mortgage loans. We’re united in our mission to help uplift each other, our members, and the communities we serve.

Responsibilities:

Offer best-in-class service to our members through prompt, efficient, courteous, and professional interactions.
Serve as a subject matter expert in our products and services offerings, new accounts, and consumer lending processes.
Assist members with complex financial transactions and accounts and ensure their needs are met through proactive follow-up and resolution.
Build our members' financial health through conducting thorough consumer loans, home loans, and new account interviews using available tools to uncover financial needs and submit applications as needed.
Advise our members in the areas of debt management, credit advancement, mortgages, and overall financial well-being.
Engage members in an in-depth financial health evaluation using available tools to recommend and open appropriate products and services.
Support community relationships on an as-needed basis
Adopt new and existing tools that will enhance the member experience and consultation process.
Advocate member adoption of new technology, campaigns, promotions, and digital products.
Partner with our internal experts to recommend products and services to our members so they can achieve financial freedom.
Be a resource to train new and existing team members as needed
Understand and comply with all applicable federal and state laws and banking regulations (including those related to OFAC and Bank Secrecy Act / Anti-Money Laundering compliance) and Patelco Credit Union's policies and procedures.
Assess risk associated with your business processes and identifying control deficiencies to drive the company compliance and risk mindset and business performance.
Other duties as assigned.

Qualifications:

Minimum 3-5 years of prior experience as a teller and personal banker
Maintain eligibility for NMLS, Medallion, and Notary certifications.
Excellent verbal, written, and social communication skills
Ability to be professional and understanding in all interactions.
Willing and able to be flexible and adapt to changing job requirements
Ability to operate as a self-starter with strong organizational skills
Passion for providing exceptional service, Integrity, and Resourcefulness
Eagerness to learn and a drive for continuous improvement
Savvy with PCs, email, and proficient in all Microsoft Office suite of products
Some evenings and Saturdays are required
Must be willing to travel
Bachelor's degree in business, Finance, or associated field preferred

Target Base Pay:

$32.50/hr

Compensation at Patelco:

Please note that the salary information is a general guideline only. Patelco Credit Union considers factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience, education/training, key skills, internal peer equity, as well as market and business considerations when extending an offer. We offer a competitive total rewards package including a Short-Term Incentive (STI) program for all regular positions and a wide range of medical, dental, vision, financial, and other benefits.

We Offer:

Physical Health:

Exceptional Medical, Dental, Vision, and Life Insurance benefits
Rewards for completing wellness related activities

Financial Health:

Competitive compensation packages with bonus opportunity
401(k) with 3% Safe Harbor and 5% employer match
Discounts on loan products
Tuition reimbursement

Emotional Health:

Employee Assistance Program (EAP)
PTO for part-time and full-time positions
Paid holidays

Personal Development:

On-the-job training and skills development
Internal transfer opportunities for career growth
Volunteer work

Patelco Credit Union is an Equal Opportunity Employer including individuals with disabilities and protected veterans

IND123

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Refine Your Search

banker positions jobs in san jose ca

Member Solutions Specialist (Banker)

Personal Banker

Entry Level Insurance Sales Agent - Hybrid Remote (CA)

Personal Banker

Financial Services Professional - Hybrid Remote (CA)

Banker Positions

Associate Banker

Relationship Banker

Private Banker

Personal Banker II - Milpitas

Senior Relationship Banker

Business Banker

Float Personal Banker I- Los Altos

Universal Banker

Universal Banker

Retail Relationship Banker

Universal Banker

Relationship Banker - Saratoga Ave - San Jose, CA

Personal Banker SAFE Act, Santa Clara Pruneridge Branch

Small Business Specialist

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