Top 42 Personal banker Jobs in Santee, Ca

Financial Service Representative I/Personal Banker (Santee)
San Diego County Credit Union —Santee, CA
- Extended hours
- Microsoft Outlook
- Computer literacy
- Basic math
2d
Part Time Associate Banker Southeast San Diego (30 Hours)
JPMorganChase —El Cajon, CA
- $22.50 - $27.60 an hour
- Part-time
- Office
- High school diploma or GED
- Entry level
- Health insurance
- Tuition reimbursement
5d
Financial Service Representative I/Personal Banker (El Cajon)
San Diego County Credit Union —El Cajon, CA
- Extended hours
- Microsoft Outlook
- Computer literacy
- Basic math
San Carlos - Senior Relationship Banker
MISSION FEDERAL CREDIT UNION —San Diego, CA
- $26 - $33 an hour
- Full-time
- Computer literacy
- Office
- Microsoft Office
- Paid holidays
- Health insurance
Quick Apply
Floating Banker
Banner Bank —Escondido, CA
- $20 an hour
- Full-time
- Up to 50% travel
- Writing skills
- Basic math
- Paid holidays
- Health insurance
Carmel Mountain Ranch - Senior Relationship Banker
MISSION FEDERAL CREDIT UNION —San Diego, CA
- $26 - $33 an hour
- Full-time
- Mid-level
- Office
- Team management
- Health insurance
- Dental insurance
Quick Apply
Mission Hills - Senior Relationship Banker
MISSION FEDERAL CREDIT UNION —San Diego, CA
- $26 - $33 an hour
- Full-time
- Computer literacy
- Office
- Microsoft Office
- Paid holidays
- Health insurance
Quick Apply
Chula Vista - Relationship Banker
MISSION FEDERAL CREDIT UNION —Chula Vista, CA
- $23 - $26 an hour
- Full-time
- Computer literacy
- Office
- High school diploma or GED
- Paid holidays
- Health insurance
Quick Apply
Financial Services Professional - Hybrid Remote (CA)
Bankers Life —San Diego, CA
- $70,000 - $100,000 a year
- Full-time
- Hybrid work
- Office
- Communication skills
- Entry level
Quick Apply
Personal Banker
Columbia Banking System —San Diego, CA
- $22 - $26 an hour
- Full-time
- Office
- High school diploma or GED
- In-person
- Disability insurance
- Health insurance
Personal Banker (Member Service Representative III)
SchoolsFirst FCU —Chula Vista, CA
- $27.02 - $39.18 an hour
- Part-time
- Research
- Mid-level
- Office
Personal Banker
State Bank of India (California) —San Diego, CA
- $20 - $26 an hour
- Full-time
- Writing skills
- Mid-level
- Office
De Novo Retail Relationship Banker
BMO Financial Group —Santee, CA
- $41,714 - $69,000 a year
- Full-time
- Mid-level
- Office
- Business development
- Health insurance
- Tuition reimbursement
Regional Banker/Teller
PNC Financial Services Group —San Diego, CA
- $40,500 - $67,500 a year
- Full-time
- Office
- No degree
- 1 year
- Wellness program
- Health savings account
4d
Personal Banker (Member Service Representative II)
SchoolsFirst FCU —Chula Vista, CA
- $24.56 - $35.62 an hour
- Part-time
- Research
- Mid-level
- Office
Santee - Senior Relationship Banker
MISSION FEDERAL CREDIT UNION —Santee, CA
- $26 - $33 an hour
- Full-time
- Mid-level
- Office
- Team management
- Health insurance
- Dental insurance
Quick Apply
Part Time (20 Hours) Associate Banker, Escondido Valley Pkwy Branch, Escondido, CA
JPMorganChase —Escondido, CA
- $25.00 - $30.48 an hour
- Part-time
- High school diploma or GED
- Entry level
- Health insurance
- Tuition reimbursement
3d
Associate Banker
BMO Financial Group —San Diego, CA
- $41,714 - $50,500 a year
- Full-time
- Inventory management
- Office
- Analysis skills
- Health insurance
- Tuition reimbursement
Business Services Representative (Small Business Specialist)
First Citizens Bank —La Jolla, CA
- $71,400 - $85,000 a year
- Full-time
- Mid-level
- Office
- High school diploma or GED
Personal Banker/Financial Services Representative (Kearny Mesa)
North Island Credit Union —San Diego, CA
- $22.88 - $28.73 an hour
- Full-time
- Mid-level
- Office
- High school diploma or GED
Quick Apply

I want to receive the latest job alert for personal banker in santee, ca

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Financial Service Representative I/Personal Banker (Santee)

San Diego County Credit Union -
Santee, CA

Apply Now

Job Details

Full-time
2 days ago

Qualifications

Microsoft Outlook
Promoting products
Basic math
High school diploma or GED
Financial product expertise
Desktop applications

Full Job Description

Position Summary:

The position of Financial Service Representative I is established to provide prompt, professional and accurate information to members and potential members in opening new accounts, securing loans, and deepening member relationships by offering Credit Union products and services to meet members’ needs and increase member satisfaction. Maintain quality service standards set by the organization.

Minimum Qualifications (Education, Experience, Skills)

High school diploma or equivalent.
One year of banking experience to include: knowledge of member interviewing techniques, ability to identify and offer/refer products and services to meet members’ financial needs; or 2 years of relevant finance related experience; or 6 months of SDCCU member facing work experience may be considered.
Demonstrated ability and thorough knowledge of and a willingness to actively promote products and services.
General knowledge of Credit Union and/or financial institution loan policies and procedures preferred.
Demonstrated professional human relations, communication and organizational skills.
College level math and financial calculation skills.
Basic level computer skills, including MS Office applications (Word, Excel, Outlook)
Professional appearance and demeanor.

Essential Duties and Responsibilities

Interview members and potential members to determine their financial needs and aid in selecting appropriate products and services.
Identify and offer products and services to members to meet their financial needs and/or refer the member to an appropriate representative or partner. Participate in campaigns, contests, member outreach efforts, meetings and one on ones with management. Meet established performance goals as assigned.
Accurately record and track all member interactions, referrals and sales, following policy and procedure and maintaining integrity in all actions.
Provide an exceptional service experience consistent with Credit Union standards; resolve member complaints quickly and accurately; respond to member inquiries on the phone and in person.
Responsible for keeping abreast of current policies, procedures and new products; follow new procedures.
Prepare documentation for new accounts, loans and/or card issuance, ensuring adherence to legal requirements and Credit Union policies and procedures.
Ensure loan files are complete and accurate with appropriate and thorough comments, along with recommendations to aid in loan decision.
Relay loan decision to member along with loan terms and conditions providing financial counsel and alternatives, as needed.
Provide timely closing of loans through consistent follow-up of loan approvals.
Ensure operational integrity through consistent and timely audits of loan and new account files and documentation with all member interactions.
Ensure operational integrity through consistent and timely audits of loans, new account files and obtaining proper documentation with all member interactions.
Accurately record and track all member interactions, following policy and procedure and maintaining integrity in all actions.
Participate in business development activities including participating in orientations and offsites.
Contribute to the overall branch performance by providing guidance to co-workers as directed by management.
Participate in AML/BSA compliance training as assigned. Adhere to credit union AML/BSA policy and procedures including CTR rules and form preparation, identify and refer suspicious activity to the Compliance Department, perform OFAC comparisons, and properly identify individuals in accordance with Branch Operations procedures.

Other Duties and Responsibilities

Act as an MSR or Receptionist as directed by management.
Support management in community development activities.
Maintain safe deposit boxes, as applicable.
May be required to work weekends and/or extended hours, to include offsite events.
Perform other duties as assigned.

Physical Demands and Work Environment

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to use hands to finger, handle, or feel objects, tools, or controls and talk or hear. The employee is frequently required to stand and reach with hands and arms. The employee is occasionally required to walk; sit; climb or balance; and stoop, kneel, crouch, or crawl.

The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.

The noise level in the work environment is usually moderate.

Monday: 8:15am-5:30pm

Tuesday-Friday: 8:30am-5:30pm

Saturday: 8:30am-2:30pm (Rotating)

Sunday: OFF

Full Time - 40 hours a week

Apply Now

Refine Your Search

personal banker jobs in santee, ca

Financial Service Representative I/Personal Banker (Santee)

Part Time Associate Banker Southeast San Diego (30 Hours)

Financial Service Representative I/Personal Banker (El Cajon)

San Carlos - Senior Relationship Banker

Floating Banker

Carmel Mountain Ranch - Senior Relationship Banker

Mission Hills - Senior Relationship Banker

Chula Vista - Relationship Banker

Financial Services Professional - Hybrid Remote (CA)

Personal Banker

Personal Banker (Member Service Representative III)

Personal Banker

De Novo Retail Relationship Banker

Regional Banker/Teller

Personal Banker (Member Service Representative II)

Santee - Senior Relationship Banker

Part Time (20 Hours) Associate Banker, Escondido Valley Pkwy Branch, Escondido, CA

Associate Banker

Business Services Representative (Small Business Specialist)

Personal Banker/Financial Services Representative (Kearny Mesa)

I want to receive the latest job alert for personal banker in santee, ca

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected