Top 150 personal banker Jobs in long beach ca

Treasury Management Sales Implementation Specialist
MidFirst Bank —Los Angeles, CA
- $70,000 - $100,000 a year
- Word processing
- Mid-level
- Analysis skills
- Paid holidays
- Health insurance
Financial Services Professional - Hybrid Remote (CA)
Bankers Life —Irvine, CA
- $70,000 - $100,000 a year
- Full-time
- Hybrid work
- Office
- Communication skills
- Entry level
Quick Apply
Member Advisor - Banking Telesales (incentivized position)
Financial Partners Credit Union —Downey, CA
- $21.50 - $25.00 an hour
- Full-time
- Writing skills
- Mid-level
- Office
- Wellness program
- Health insurance
Quick Apply
SVP, Relationship Manager
Enterprise Bank and Trust —Cerritos, CA
- $206,340 - $252,194 a year
- Full-time
- Microsoft Word
- Background check
- 7 years
- Paid time off
Quick Apply
Personal Banker
Mechanics Bank —Irvine, CA
- $25 - $34 an hour
- Full-time
- Mid-level
- Office
- Residential
- Free parking
- Commuter assistance
Associate Banker
BMO Financial Group —Long Beach, CA
- $43,100 - $58,300 a year
- Part-time
- Inventory management
- Office
- Analysis skills
- Health insurance
- Tuition reimbursement
Retail Relationship Banker
BMO Financial Group —Long Beach, CA
- $45,900 - $75,900 a year
- Full-time
- Mid-level
- Office
- Business development
- Health insurance
- Tuition reimbursement
Part Time Universal Banker (20 Hours), Cypress Branch
Citi —Cypress, CA
- $22.84 - $29.80 an hour
- Part-time
- Office
- High school diploma or GED
- 1 year
- Paid holidays
- Disability insurance
Personal Banker (Member Service Representative II)
SchoolsFirst FCU —Cerritos, CA
- $24.56 - $35.62 an hour
- Part-time
- Research
- Mid-level
- Office
Part Time (30 Hours) Associate Banker, PCH and Island Branch, Wilmington, CA Bilingual Spanish Required
JPMorganChase —Wilmington, CA
- $22.50 - $27.60 an hour
- Part-time
- Office
- High school diploma or GED
- Entry level
- Health insurance
- Tuition reimbursement
13d
Personal Banker/Branch Service Representative
First City Credit Union —Lakewood, CA
- $20 - $31 an hour
- Full-time
- Computer literacy
- Research
- Office
- Paid holidays
- Health insurance
Quick Apply
12d
Personal Teller - Part Time
Financial Partners Credit Union —Downey, CA
- $19.75 - $25.50 an hour
- Part-time
- Trade school
- 1 year
- Associate's degree
Quick Apply
Teller - Long Beach
Orange County's Federal Credit Union —Long Beach, CA
- $20 - $25 an hour
- Full-time
- Communication skills
- Entry level
- Under 1 year
- Paid holidays
- Health insurance
Quick Apply
18h
Personal Banker (Member Service Representative III)
SchoolsFirst FCU —Pico Rivera, CA
- $27.02 - $39.18 an hour
- Part-time
- Research
- Mid-level
- Office
Part Time (20 Hours) Associate Banker, Norwalk Branch, Norwalk, CA
JPMorganChase —Norwalk, CA
- $22.50 - $27.60 an hour
- Part-time
- Office
- High school diploma or GED
- Entry level
- Health insurance
- Tuition reimbursement
1d
Personal Banker - Irvine, CA
FIREFIGHTERS FIRST CREDIT UNION —Irvine, CA
- $63,255 - $70,283 a year
- Urgently hiring
- Mid-level
- Office
- High school diploma or GED
- AD&D insurance
- Paid holidays
Quick Apply
Senior Private Banker
BMO Financial —Los Angeles, CA
- $122,400 - $228,000 a year
- Part-time
- 7 years
- Office
- Analysis skills
- Health insurance
- Tuition reimbursement
21h
Universal Banker III
Total Quality Consulting —Downey, CA
- From $23.51 an hour
- Full-time
- Spanish
- Word processing
- Computer literacy
- Health insurance
- Dental insurance
Quick Apply
Bank Financial Services Representative (Personal Banker)
First Citizens Bank —Santa Monica, CA
- $23 - $35 an hour
- Full-time
- Mid-level
- Office
- High school diploma or GED
Part Time (20 Hours) Associate Banker, Downey Paramount Branch, Downey, CA
JPMorganChase —Downey, CA
- $22.50 - $27.60 an hour
- Part-time
- Office
- High school diploma or GED
- Entry level
- Health insurance
- Tuition reimbursement
1d

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Treasury Management Sales Implementation Specialist

MidFirst Bank -
Los Angeles, CA

Apply Now

Job Details

$70,000 - $100,000 a year

Benefits

Paid holidays
Health insurance
Dental insurance
401(k)
Vision insurance

Qualifications

Treasury management
Customer communication
Financial sales
Product presentation
Software product demonstrations
Account analysis
Word processing
Spreadsheets
Industry knowledge of banking risk management
Financial client presentations
User training (technical support)
Financial product expertise
Project task coordination
Presentation preparation
Productivity software
Marketing

Full Job Description

MidFirst Bank is a full service bank with a vision of unparalleled client service in California. The Bank's core principles are flexibility, responsiveness, and the ability to create tailored solutions, coupled with its commitment to provide exceptional client service. Our bankers work in a team effort to develop a deep understanding of their clients, and work with and on their behalf to develop solutions tailored to meet their needs. Nothing is overlooked. Everything is considered.

A Treasury Management Sales Implementation Specialist will support Relationship Managers throughout all aspects of the sales cycle. This position will provide skilled and knowledgeable assistance with treasury management solutions, perform a variety of support activities such as sales proposals and pro-formas, document preparation and review for new product setup and maintenance requests, technical support to clients regarding product usage and functionality, in-person / Teams training, and ensure proper onboarding of products within our published service level agreement.

Facilitates and manages onboarding of major client relationships or complex industry types.
Demonstrates exceptional organizational skills throughout the onboarding process.
Responsible for gathering pertinent information required for the preparation and or coordination of all agreements as well as making sure customer executes and returns agreements.
Manages the implementation of new products and services for bank clients from start to finish and completes all necessary client training.
Partners with internal implementations and operations departments to ensure new services are established correctly and timely and that customer issues are addressed in a professional and responsive manner.
Reviews Account Analysis and understand clients’ current and future treasury management needs to expand and cross-sell business relationships.
Calls on prospective customers individually and with RMs in order to develop new Treasury Management relationships.
Creates and delivers sales presentations, explains services offered, and makes recommendations based on client needs.
Maintains sufficient knowledge of all treasury management products including, but not limited to Account Analysis, Online Banking, Remote Deposit Capture, Positive Pay, ACH Origination, Cash Vault, Lockbox, Business/Commercial Card, etc.
Manages and pre-plans tasks and meeting schedule to maintain an effective support of clients and business units.
Identifies product improvements and solutions by communicating client and prospect needs and participating in the development of new services or modifications of existing services.
Assists Relationship Managers and Personal Banking Officers in onboarding clients by accompanying them to a client site to provide product expertise, providing a response to a client’s request for proposal, preparing client applications, agreements, and other required documentation.
Assists with implementation of new products and services for the client in a timely manner as well as train the clients in the appropriate use of the products. Also, provide notice of upcoming customer reviews by providing information necessary to their review, assisting with any questions, and following up for a timely response.
Assists clients with inquiries and problems related to Treasury Management and Electronic Banking questions and problems, or refer client to appropriate party. Follow up with clients or internal staff as necessary until the problem is resolved to the client’s satisfaction.
Proactively keeps Relationship Managers informed of client service issues and provides sufficient back up information to support any client requests being made. Provide multiple solutions when making suggestions.
Acts as a liaison with other departments of the bank to provide stellar service to the bank’s internal and external clientele.

Position Requirements:

3-5 years of treasury management support and/or sales experience
Understanding the risk associated with all treasury management products and services and working with lenders and risk department to ensure all risks are identified and mitigated.
Demonstrated knowledge of treasury management products and related business, financial and risk management processes
Proficiency with word processing, spreadsheet and presentation software
Possess strong verbal and written communication skills to provide necessary product training and demonstrations to prospects and customers.
Superior customer service and presentation skills.
Demonstrated ability to manager time and multiple projects effectively.
Possess a thorough knowledge of all the services offered by the Bank and good understanding of account analysis statements. Have good marketing skills which are essential for cross selling.

Salary Range: $70,000 - 100,000 per year. Compensation is aligned to experience, skills and education. Benefits: We offer a generous comprehensive benefits package including medical, dental, and vision coverage; paid holidays, vacation, and sick leave; and 401(K) plan. Hours of paid leave may vary based on position.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.

Apply Now

Refine Your Search

personal banker jobs in long beach ca

Treasury Management Sales Implementation Specialist

Financial Services Professional - Hybrid Remote (CA)

Member Advisor - Banking Telesales (incentivized position)

SVP, Relationship Manager

Personal Banker

Associate Banker

Retail Relationship Banker

Part Time Universal Banker (20 Hours), Cypress Branch

Personal Banker (Member Service Representative II)

Part Time (30 Hours) Associate Banker, PCH and Island Branch, Wilmington, CA Bilingual Spanish Required

Personal Banker/Branch Service Representative

Personal Teller - Part Time

Teller - Long Beach

Personal Banker (Member Service Representative III)

Part Time (20 Hours) Associate Banker, Norwalk Branch, Norwalk, CA

Personal Banker - Irvine, CA

Senior Private Banker

Universal Banker III

Bank Financial Services Representative (Personal Banker)

Part Time (20 Hours) Associate Banker, Downey Paramount Branch, Downey, CA

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