Top 99 Personal banker Jobs in San Francisco Ca

Personal Banker SAFE Act, IBC Montgomery Branch
Citi —San Francisco, CA
- $61,280 - $85,520 a year
- Full-time
- Office
- Bachelor's degree
- Fair chance
- Paid holidays
- Disability insurance
7d
Head Universal Banker, 21st and Irving Branch
Citi —San Francisco, CA
- $56,500 - $73,700 a year
- Full-time
- Computer literacy
- Office
- High school diploma or GED
- Paid holidays
- Disability insurance
Part-Time Universal Banker (20 Hours), Oakland MacArthur Branch
Citi —Oakland, CA
- $24.05 - $31.37 an hour
- Part-time
- Office
- High school diploma or GED
- 1 year
- Paid holidays
- Disability insurance
Part-Time Universal Banker (20 Hours), Oakland MacArthur Branch
Citi —Oakland, CA
- $24.05 - $31.37 an hour
- Part-time
- Office
- High school diploma or GED
- 1 year
- Paid holidays
- Disability insurance
Universal Banker
Provident Credit Union —San Francisco, CA
- $27.50 an hour
- Extended hours
- Computer literacy
- Office
- Windows
- AD&D insurance
- Paid holidays
Quick Apply
Part Time Associate Banker Financial District - Van Ness, Mission Bay, Potrero Area (30 Hours)
JPMorganChase —San Francisco, CA
- $25.00 - $30.48 an hour
- Part-time
- Office
- High school diploma or GED
- Entry level
- Health insurance
- Tuition reimbursement
8d
Associate Banker
BMO Financial Group —San Francisco, CA
- $44,300 - $66,400 a year
- Part-time
- Inventory management
- Office
- Analysis skills
- Health insurance
- Tuition reimbursement
Personal Banker SAFE ACT, Piedmont Avenue Branch, Officer
Citi —Oakland, CA
- $61,280 - $85,520 a year
- Full-time
- Office
- Bachelor's degree
- Experience equivalent to degree accepted
- Paid holidays
- Disability insurance
Personal Banker Associate I - Alameda
Fifth Third Bank —Alameda, CA
- $43,680 - $69,900 a year
- Full-time
- Military
- Office
- High school diploma or GED
Float Personal Banker I- Hayward
Fifth Third Bank —Hayward, CA
- $43,680 - $69,900 a year
- Full-time
- Office
- High school diploma or GED
- Math
Bank Sales & Service Representative (Universal Banker)
First Citizens Bank —San Francisco, CA
- $20 - $28 an hour
- Full-time
- Office
- High school diploma or GED
- Communication skills
20h
Commercial Banker
First Citizens Bank —San Francisco, CA
- $161,190 - $214,920 a year
- Full-time
- 6 years
- Office
- High school diploma or GED
PERSONAL BANKER
Southwestern National Bank —San Mateo, CA
- Full-time
- Office
- In-person
- Senior level
- Health savings account
- Health insurance
Relationship Banker I
Cathay Bank —Daly City, CA
- $19 - $23 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Computer literacy
- Health savings account
- Disability insurance
Quick Apply
Relationship Banker I
Cathay Bank —Millbrae, CA
- $19 - $23 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Computer literacy
- Health savings account
- Disability insurance
Quick Apply
Relationship Banker I or II
Cathay Bank —San Mateo, CA
- $19 - $25 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Computer literacy
- Health savings account
- Disability insurance
Quick Apply
Personal Banker SAFE Act - San Ramon Branch, Officer
Citi —San Ramon, CA
- $61,280 - $85,520 a year
- Full-time
- Office
- Bachelor's degree
- Experience equivalent to degree accepted
- Paid holidays
- Disability insurance
Senior Private Banker
BMO Financial Group —San Francisco, CA
- $122,400 - $228,000 a year
- Full-time
- 7 years
- Office
- Analysis skills
- Health insurance
- Tuition reimbursement
Citi Private Bank - UHNW Banker - San Francisco & Palo Alto
Citi —San Francisco, CA
- $200,000 - $300,000 a year
- Full-time
- Hybrid work
- 11+ years
- Office
- Master's degree
- Paid holidays
- Disability insurance
Branch Relationship Banker - San Mateo, CA
California Bank & Trust —San Mateo, CA
- $27 - $35 an hour
- Full-time
- Computer literacy
- Office
- High school diploma or GED
- Profit sharing
- Paid training
14d

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personal banker jobs near san francisco ca

Personal Banker SAFE Act, IBC Montgomery Branch

Citi -
San Francisco, CA

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Job Details

Full-time
$61,280 - $85,520 a year
7 days ago

Benefits

Paid holidays
Disability insurance
Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance

Qualifications

Customer communication

Full Job Description

The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients.

Responsibilities:

Work with business credit requests less than $250K, recognize/refer larger lending opportunities and cross sell treasury and related small business products
Build referral business opportunities through Centers of Influence (COIs) and the Member Get Member (MGM) Program
Assist in strategies to grow the small business client and implement appropriate sales plans to target Book of Business customers
Deliver client services/outbound calls/inbound calls to acquire new relationships and deepen existing relationships through the cross-sell of relevant products and services while delivering remarkable client experience
Provide Tellers and other branch staff with coaching and guidance on products and special programs, identifying client needs, and providing appropriate referrals
Recognize transaction needs of clients, educate clients on all service and digital channels and leverage technology/ marketing tools available to uncover opportunities, and present product offers/financial solutions
Understand and comply with Citibank policies, standards and procedures
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications:

0-2 years of relevant experience
Previous banking, retail, or sales experience preferred
Knowledge of Smart Banking tools and technologies
NMLS registration; Safe Act compliant
Consistently demonstrates clear and concise written and verbal communication skills

Education:

Bachelor's Degree/University degree or equivalent experience

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

Good Faith Schedule- subject to change based on business needs:

Monday thru Friday 8:30am-5:30pm

Employees in a San Francisco City or County location and work a minimum of 8 hours per week, please click the below hyperlink for additional information on your rights pertaining to the Fair Chance Ordinance:

https://sfgov.org/olse/sites/default/files/Document/FCO Poster Set All Languages 10 01 18.pdf

Job Family Group:

Consumer Sales

Job Family:

Branch Sales

Time Type:

Full time

Primary Location:

San Francisco California United States

Primary Location Full Time Salary Range:

$61,280.00 - $85,520.00

In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

Most Relevant Skills

Please see the requirements listed above.

Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

Anticipated Posting Close Date:

Jul 21, 2026

Automated Processing and AI

We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi.

Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.

Illinois residents – AI Notice and Right

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.

View Citi’s EEO Policy Statement and the Know Your Rights poster.

Apply Now

Refine Your Search

personal banker jobs in san francisco ca

Personal Banker SAFE Act, IBC Montgomery Branch

Head Universal Banker, 21st and Irving Branch

Part-Time Universal Banker (20 Hours), Oakland MacArthur Branch

Part-Time Universal Banker (20 Hours), Oakland MacArthur Branch

Universal Banker

Part Time Associate Banker Financial District - Van Ness, Mission Bay, Potrero Area (30 Hours)

Associate Banker

Personal Banker SAFE ACT, Piedmont Avenue Branch, Officer

Personal Banker Associate I - Alameda

Float Personal Banker I- Hayward

Bank Sales & Service Representative (Universal Banker)

Commercial Banker

PERSONAL BANKER

Relationship Banker I

Relationship Banker I

Relationship Banker I or II

Personal Banker SAFE Act - San Ramon Branch, Officer

Senior Private Banker

Citi Private Bank - UHNW Banker - San Francisco & Palo Alto

Branch Relationship Banker - San Mateo, CA

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