Top 96 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
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
Banker Positions
Poppy Bank —San Jose, CA
- $20.00 - $31.90 an hour
- Full-time
- Microsoft Outlook
- Word processing
- Mid-level
Sr. Relationship Banker
Cathay Bank —Cupertino, CA
- $26 - $29 an hour
- Extended hours
- Microsoft Excel
- Microsoft Outlook
- Computer literacy
- Health savings account
- Disability insurance
Quick Apply
Customer Service & Sales Manager (NE)
Cathay Bank —Mountain View, CA
- $28.84 - $32.21 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Health savings account
- Disability insurance
Quick Apply
Customer Service & Sales Manager (NE)
Cathay Bank —Cupertino, CA
- $29.33 - $33.65 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Health savings account
- Disability insurance
Quick Apply
Relationship Banker I
Cathay Bank —Mountain View, CA
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Computer literacy
- Health savings account
- Disability insurance
Quick Apply
Relationship Banker I
Cathay Bank —San Jose, CA
- $19 - $25 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Computer literacy
- Health savings account
- Disability insurance
Quick Apply
Wealth Management Trainee
Bankers Life —Pleasanton, CA
- $70,000 - $100,000 a year
- Full-time
- Customer service
- No experience needed
- Entry level
Quick Apply
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
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
Private Banker
Morgan Stanley —Menlo Park, CA
- $110,000 - $185,000 a year
- Full-time
- Office
- Analysis skills
- Bachelor's degree
Branch Operations Lead - Silicon Valley Market - San Jose, CA
JPMorganChase —San Jose, CA
- $28.75 - $35.05 an hour
- Weekends as needed
- Management
- Mid-level
- Office
- 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
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
Personal Banker Associate II - Milpitas
Fifth Third Bank —San Jose, CA
- $43,680 - $69,900 a year
- Full-time
- Military
- Mid-level
- Office
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
- Full-time
- Computer literacy
- Office
- Windows
- AD&D insurance
- Paid holidays
Quick Apply
9d
Client Relationship Consultant 4 (Banker) - Foxworthy - San Jose, CA
U.S. Bank National Association —San Jose, CA
- $27.55 - $40.40 an hour
- Full-time
- 5 years
- Mid-level
- Office
- Paid holidays
- Disability insurance
14d
Business Banker
First Citizens Bank —Palo Alto, CA
- $146,325 - $195,100 a year
- Full-time
- Mid-level
- Office
- High school diploma or GED

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Member Solutions Specialist (Banker)

Patelco Credit Union -
San Jose, CA

Apply Now

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

Apply Now

Refine Your Search

banker positions jobs in san jose, ca

Member Solutions Specialist (Banker)

Associate Banker

Banker Positions

Sr. Relationship Banker

Customer Service & Sales Manager (NE)

Customer Service & Sales Manager (NE)

Relationship Banker I

Relationship Banker I

Wealth Management Trainee

Entry Level Insurance Sales Agent - Hybrid Remote (CA)

Financial Services Professional - Hybrid Remote (CA)

Private Banker

Branch Operations Lead - Silicon Valley Market - San Jose, CA

Relationship Banker

Senior Relationship Banker

Personal Banker Associate II - Milpitas

Universal Banker

Universal Banker

Client Relationship Consultant 4 (Banker) - Foxworthy - San Jose, CA

Business Banker

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