Top 63 Personal banker Jobs in San Jose, Ca

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
Relationship Banker I
Cathay Bank —Mountain View, CA
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Computer literacy
- 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
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
Relationship Banker I or II
Cathay Bank —Fremont, CA
- $19 - $25 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Computer literacy
- Health savings account
- Disability insurance
Quick Apply
Relationship Banker I
Cathay Bank —Union City, CA
- $19 - $23 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Computer literacy
- Health savings account
- Disability insurance
Quick Apply
Regional Relationship Banker I
Cathay Bank —Union 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 —San Jose, CA
- $19 - $25 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Computer literacy
- Health savings account
- Disability insurance
Quick Apply
Personal Banker
WaFd Bank —San Jose, CA
- $22.33 - $33.18 an hour
- Full-time
- Microsoft Outlook
- Office
- High school diploma or GED
- Paid parental leave
- AD&D insurance
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 SAFE Act, Camden Branch
Citi —San Jose, CA
- $61,280 - $85,520 a year
- Full-time
- Office
- Bachelor's degree
- Experience equivalent to degree accepted
- Paid holidays
- Disability 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
Personal Banker
WaFd Bank —Los Altos, CA
- $22.33 - $33.18 an hour
- Full-time
- Microsoft Outlook
- Office
- High school diploma or GED
- Paid parental leave
- AD&D insurance
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
7d
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
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
Business Banker
First Citizens Bank —Palo Alto, CA
- $146,325 - $195,100 a year
- Full-time
- Mid-level
- Office
- High school diploma or GED
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
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
Branch Operations Lead - South San Jose 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
7d

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Sr. Relationship Banker

Cathay Bank -
Cupertino, CA

Quick Apply

Job Details

Full-time
$26 - $29 an hour

Benefits

Health savings account
Disability insurance
Health insurance
Dental insurance
401(k)
Flexible spending account
Vision insurance
Life insurance

Qualifications

Customer communication
Computer literacy

Full Job Description

People Drive Our Success

Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank – we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members’ drive and optimism. Together we can make a difference in the financial future of our communities.

Apply today!

What our team members are saying:

Video Clip 1 (https://youtu.be/Ia9UThSM1v4)

Video Clip 2 (https://youtu.be/WNuhufMVZUY)

Video Clip 3 (https://youtu.be/75eyfAN7ADs)

Learn more about us at cathaybank.com

GENERAL SUMMARY

Responsible for primarily opening new accounts, cross-selling bank products/services, referring customers to other areas of the bank as appropriate, and resolving customer service issues. As needed, will process teller transactions and provide operational support. Process transactions with accuracy and efficiency while delivering an overall professional and exceptional customer experience. Follow regulations and bank security procedures to protect customers as well as minimize risk to the bank.

ESSENTIAL FUNCTIONS

Sales & Service

Identify sales opportunities to cross-sell bank products and services to ensure customers’ financial goals are met.
Provide quality personalized customer service, maintain frequent customer contact to expand relationships and ensure customer retention.
Maintain open communication with Bank business partners and make referrals as appropriate (e.g. Financial Advisors, Commercial Lenders).
Proactively support branch new business promotions.
Originate and process mortgage loans.
Achieve assigned sales goals.

New Accounts

Independently perform all aspects of new account opening procedures for all bank products/services.
Answer customer inquiries, make appropriate financial solutions and recommendations and assist with problem resolution.
Perform customer service functions such as check orders, change of address, return mail processing, supersede signature cards, and other account maintenance changes.
Maintain confidentiality of customer information as well as Bank proprietary information.

Operations

Perform deposits and withdrawal transactions.
Reconcile and balance teller cash drawer.
Process outgoing wires.
Essential functions of Safe Deposit box (e.g. entry, opening, maintenance).
Assist customers with problem resolution.
Assist in ATM balancing.
Detect and report fraudulent or suspicious activities by completing BSA reporting as required, Currency Transactions Reports or Monetary Instrument Reports.

QUALIFICATIONS

College degree in business, accounting or finance preferred, but not required.
2 or more years of new accounts, sales, cash handling, retail experience and/or relevant banking experience required.
PC literate and typing proficient. Previous experience with data entry, 10-key, banking software, and Microsoft Word, Excel, PowerPoint and Outlook a plus.
Detail-oriented and organized – can multi-task, work well under pressure and follow through on commitments.
Excellent interpersonal, listening, and communication skills – can make personal connections, engage and educate the customer, ask open-ended questions, listen to establish trust and build lasting relationships.
Demonstrated ability to apply strong critical thinking and problem solving skills to a variety of situations and create action plans.
Demonstrated ability to assess customer needs, provide appropriate solutions or recommendations, and optimize sales opportunities to new and existing customers.
Ability to work independently and as part of team.
Ability to give and receive feedback to improve skills and job knowledge.
Able to work weekends and extended hours as required to meet business demands
Bilingual English/Chinese (Mandarin or Cantonese) preferred.
Required to obtain MLO (Mortgage Loan Originator) status to originate mortgage loans. Must possess an active registration or be eligible for registration under the Nationwide Licensing System & Registry (NMLS) within 6 months of hire or designation as a Senior Relationship Banker.
May obtain (optional) appropriate State(s) Life & Health Insurance License(s), FINRA Series 6 & 63 or Series 7 & 65 within 12 months of hire or designation as a Senior Relationship Banker.
Able and willing to commute as required for business needs.

OTHER DETAILS

$26.00 – $29.00 / hour
Pay determined based on job-related knowledge, skills, experience, and location.
This position may be eligible for incentive compensation.

Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k).

Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our California Job Applicant Privacy Policy (https://www.cathaybank.com/CA-job-applicant-privacy-notice).

Cathay Bank is an Equal Opportunity and Affirmative Action Employer. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision-making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law.

Click here to view the “Know Your Rights: Workplace Discrimination is Illegal” Poster:
Poster- English (https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf)

Poster- Spanish (https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRightsSp6.12.pdf)

Poster- Chinese Traditional (https://www.eeoc.gov/sites/default/files/2023-09/22-088_EEOC_KnowYourRights6.27%20-%20Chinese%20Traditional.pdf)
Poster- Chinese Simplified (https://www.eeoc.gov/sites/default/files/2023-09/22-088_EEOC_KnowYourRights%20-%20Simplified%20Chinese.pdf)

Cathay Bank endeavors to make www.CathayBank.com (http://www.cathaybank.com/)accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at (626) 582-7370 or [email protected] (mailto:[email protected]). This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.

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.

Quick Apply

Refine Your Search

personal banker jobs in san jose, ca

Sr. Relationship Banker

Relationship Banker I

Customer Service & Sales Manager (NE)

Customer Service & Sales Manager (NE)

Relationship Banker I or II

Relationship Banker I

Regional Relationship Banker I

Relationship Banker I

Personal Banker

Member Solutions Specialist (Banker)

Personal Banker SAFE Act, Camden Branch

Financial Services Professional - Hybrid Remote (CA)

Personal Banker

Universal Banker

Associate Banker

Float Personal Banker I- Los Altos

Business Banker

Small Business Specialist

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

Branch Operations Lead - South San Jose Market - San Jose, CA

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