Top 67 Personal banker Jobs in Santa Clara Ca

Financial Service Advisor (Personal Banker)
Mission City Federal Credit Union —Santa Clara, CA
- $31 - $37 an hour
- Full-time
- Mid-level
- Office
- Business development
- Health insurance
- Dental insurance
Quick Apply
6d
Relationship Banker
City National Bank —San Jose, CA
- $22.27 - $33.43 an hour
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Health insurance
- Dental insurance
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
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
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
10d
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
Part Time (20 hours) Associate Banker, Winchester Branch, Winchester, Campbell, CA
JPMorganChase —Campbell, CA
- $25.00 - $30.48 an hour
- Part-time
- Office
- High school diploma or GED
- Entry level
- Health insurance
- Tuition reimbursement
3d
Personal Banker
PNC Financial Services Group —Campbell, CA
- $49,500 - $82,500 a year
- Full-time
- Spanish
- Office
- 3 years
- Wellness program
- Health savings account
Personal Banker SAFE Act, Stevens Creek San Jose
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
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
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
9d
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
Personal Banker (Member Solutions Specialist)
Patelco Credit Union —Hayward, CA
- $29.50 an hour
- Full-time
- Mid-level
- Office
- 3 years
- Paid holidays
- Health insurance
11d
Personal Banker (Member Solutions Specialist)
Patelco Credit Union —Dublin, CA
- $29.50 an hour
- Full-time
- Mid-level
- Office
- 3 years
- Paid holidays
- Health insurance
2d
Business Banker
First Citizens Bank —Palo Alto, CA
- $146,325 - $195,100 a year
- Full-time
- Mid-level
- Office
- High school diploma or GED
Private Client Banker - Silicon Valley Market - Sunnyvale, CA
JPMorganChase —Sunnyvale, CA
- $25.00 - $32.69 an hour
- Weekends as needed
- Military
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
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
12d
Relationship Banker I
Cathay Bank —Mountain View, CA
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Computer literacy
- Health savings account
- Disability insurance
Quick Apply
PERSONAL BANKER
Southwestern National Bank —San Mateo, CA
- Full-time
- Office
- In-person
- Senior level
- Health savings account
- Health 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

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personal banker jobs near santa clara ca

Financial Service Advisor (Personal Banker)

Mission City Federal Credit Union
Santa Clara, CA

Quick Apply

Job Details

Full-time
$31 - $37 an hour
6 days ago

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Employee assistance program
Vision insurance
Life insurance

Qualifications

Investment
Opening bank accounts
Loan file preparation
Cash amount verification
Financial services customer support
Compliance with loan regulations
Account maintenance
Financial transaction processing
Community engagement canvassing
Processing cash transactions
Promoting bank products
Cash drawer securing
Mid-level
Cross-selling
Business development
Financial product expertise
Checking account customer support
Canvassing for sales campaigns
Business development within finance
Customer support for financial loans
Handling account queries
Community relationship building
Office of Foreign Assets Control (OFAC)

Full Job Description

Mission City Federal Credit Union seeks a qualified candidate to join our team. To be considered for this position, you will need to have a demonstrated record of member/customer service excellence in the financial services industry.

Role

Serves as a primary source to handle member inquires, requests or processing of new transactions. Conduct new account and loan interviews with the ability to profile member needs and use good judgment on recommendation of credit union products and services. Performs assigned cash handling duties associated with the processing of member transactions and inquiries. Responsible for Business Development efforts within the community.

Major Duties and Responsibilities

Provides assistance to new and existing members with regard to all credit union products and services (includes all deposit products, lending products and investment opportunities available).
Cross-services appropriate products and services to help meet member financial needs and assigned cross-servicing goals.
Processes loan requests, including applications, documentation and disbursal, when necessary. Notifies members when a loan is declined.
Opens new membership, checking, money market, investment certificate, Trust, and carries out requests on deceased accounts and fraud situations.
Responsible for Business Development efforts within the community by building relationships, canvassing, attending events, occasionally conducting presentations and other similar activities. When attending business development activities.
Solely responsible for the security and balancing of assigned cash reserves and negotiable items at all times. Maintains cash levels, key controls and dual controls in accordance with company policy.
Must comply with all credit union policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.

Knowledge and Experience

Possess a broad knowledge of financial products and services, and preferred experience with the lending process, documentation, and DMV regulations.

Hours:

Monday - Friday: 8:30 AM to 5:00 PM

Our Benefits Package:

Highly Competitive Compensation
Medical, Dental and Vision Benefits
Employee Assistance Plan, Disability Plan, Flexible Spending Plan and Life Insurance
Generous Paid Time Off and Sick Time
401(k)
Business Casual Dress

About MCFCU:

Mission City Federal Credit Union is a small-but-mighty financial cooperative. We were founded in 1959 by a handful of Santa Clara City Employees who shared the common vision of people helping people, and the belief that dreams do come true. As a group of city employees earning humble pay, they came together, pooled their resources, and created financial opportunities for each other that they wouldn’t be able to obtain individually. Decades later the credit union has grown, but the original values remain intact. Strengthening our members’ financial health remains to be our highest calling.

Job Type: Full-time

Pay: $31.00 - $37.00 per hour

Physical Setting:

Office

Experience:

banking: 1 year (Required)
financial service advisor (personal banker): 1 year (Required)

Work Location: In person

Quick Apply

Refine Your Search

personal banker jobs in santa clara ca

Financial Service Advisor (Personal Banker)

Relationship Banker

Personal Banker

Personal Banker

Associate Banker

Personal Banker SAFE Act, Santa Clara Pruneridge Branch

Part Time (20 hours) Associate Banker, Winchester Branch, Winchester, Campbell, CA

Personal Banker

Personal Banker SAFE Act, Stevens Creek San Jose

Float Personal Banker I- Los Altos

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

Small Business Specialist

Personal Banker (Member Solutions Specialist)

Personal Banker (Member Solutions Specialist)

Business Banker

Private Client Banker - Silicon Valley Market - Sunnyvale, CA

Universal Banker

Relationship Banker I

PERSONAL BANKER

Member Solutions Specialist (Banker)

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