Top 12 Senior personal banker Jobs in Whittier Ca

Senior Relationship Banker
First Bank-MO —Alhambra, CA
- $23.75 - $29.00 an hour
- Full-time
- High school diploma or GED
- Business development
- Senior level
4d
SENIOR UNIVERSAL BANKER / NEW ACCOUNTS - FLOATER
Universal Bank —West Covina, CA
- $22 - $26 an hour
- Email
- Spanish
- Basic math
- English
Preferred Banking Lead (Senior Relationship Banker)
Western Alliance Bank —Los Angeles, CA
- $84,045 - $103,818 a year
- Full-time
- 5 years
- Office
- High school diploma or GED
- Wellness program
- Health insurance
11d
Senior Banker- Central Heights, Bilingual Mandarin Required
Bank of America —Hacienda Heights, CA
- $25.97 - $31.75 an hour
- Extended hours
- Computer literacy
- Writing skills
- Mid-level
14d
Relationship Banker II / Sr. Relationship Banker
Cathay Bank —Alhambra, CA
- $22 - $28 an hour
- Extended hours
- Microsoft Excel
- Microsoft Outlook
- Computer literacy
- Health savings account
- Disability insurance
Quick Apply
7d
Client Manager Senior– Preferred Banking
City National Bank —Los Angeles, CA
- $71,869 - $114,797 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- 8 years
- Health insurance
- Dental insurance
1d
Senior Home Lending Advisor, La Habra, CA
JPMorganChase —La Habra, CA
- $16.90 an hour
- Online Application
- Computer literacy
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
Personal Financial Advocate Sr - Manhattan Beach Blvd.
Kinecta Federal Credit Union —Manhattan Beach, CA
- $25 - $30 an hour
- Full-time
- Computer literacy
- Basic math
- Mid-level
Quick Apply
7d
Senior Banker --- Bolsa-Magnolia Financial Center - Bilingual Vietnamese Required
Bank of America —Westminster, CA
- $25.97 - $31.75 an hour
- Extended hours
- Computer literacy
- Writing skills
- Mid-level
10d
Senior Wealth Advisor | California (Northern & Southern)
Citi —Los Angeles, CA
- $70,000 - $200,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- 6 years
- Office
- Paid holidays
- Disability insurance
Business Relationship Manager Senior Deepening - Vice President - English and Mandarin Languages Preferred
JPMorganChase —Monterey Park, CA
- $114,000 - $176,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- 5 years
- Health insurance
- Tuition reimbursement
1d

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Glendale Federal Credit Union —Glendale, CA
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9d
Relationship Banker II
Cathay Bank —City of Industry, CA
Essential functions of Safe Deposit box (e.g. entry, opening, maintenance). Previous experience with data entry, 10-key, banking software, and Microsoft Word,…
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Provides a high level of sales and service support for all inbound Member activity that results from branch visits and/or Member calls.
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Execute a comprehensive range of customer transactions, including deposits, withdrawals, loan servicing, account openings/closings, and specialized transactions…
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Senior Relationship Banker

First Bank-MO -
Alhambra, CA

Apply Now

Job Details

Full-time
$23.75 - $29.00 an hour
4 days ago

Qualifications

Customer communication
Financial sales
Customer relationship building
Sales referrals
High school diploma or GED
Business development
Financial product expertise
Customer relationship management
Activity sales targets
Client referrals

Full Job Description

The Senior Relationship Banker serves as the branch’s lead retail banking sales professional and is responsible for acquiring, deepening, and retaining client relationships. This role is focused on driving branch growth through proactive sales conversations, outbound calling, referral generation, financial needs assessment, and the recommendation of consumer banking products and services.

As the highest-level banker in the retail branch, this position is expected to demonstrate strong sales leadership, build trusted client relationships, uncover financial needs, and consistently contribute to branch production goals. The Senior Relationship Banker partners closely with branch leadership and internal business partners to expand client relationships, increase household growth, and deliver a superior client experience.

This role is ideal for candidates with experience as a Personal Banker, Universal Banker, Relationship Banker, Branch Banker, Financial Services Representative, Consumer Banker, Credit Union Member Services Representative, or similar retail banking sales role.

Successful candidates will have demonstrated experience in consultative sales, outbound calling, relationship management, cross-selling banking products, referral generation, and achieving sales goals in a retail banking, credit union, financial services, or customer-focused sales environment.

In This Role You Will

Client Acquisition, Relationship Management and Sales Growth

Serve as the branch’s primary relationship-focused banker responsible for driving new business, deepening existing relationships, and supporting branch growth.
Proactively acquire, retain, and expand consumer and small business client relationships through consultative sales and relationship management.
Conduct financial needs conversations to identify client needs, uncover opportunities, and recommend appropriate banking solutions.
Generate new business through outbound calling, appointment setting, lead follow-up, referral networking, community involvement, and proactive client outreach.
Build and manage client relationships to increase household growth, deposit balances, product usage, and long-term client loyalty.
Achieve individual and branch sales goals through needs-based selling, disciplined follow-up, and consistent execution of sales activities.
Partner with branch leadership to support sales campaigns, client outreach initiatives, and overall branch production.
Identify opportunities to refer clients to internal partners, including mortgage, consumer lending, business banking, treasury management, investments, and insurance.

Banking Product Sales and Financial Solutions

Recommend and sell consumer banking products and services based on client needs, including checking accounts, savings accounts, money market accounts, certificates of deposit, debit cards, credit cards, consumer loans, home equity products, and digital banking services.
Identify opportunities for mortgage, investment, insurance, and other internal partner referrals.
Use consultative sales techniques to match clients with appropriate financial solutions.
Identify cross-sell opportunities during client interactions.
Educate clients on products, services, digital tools, and relationship benefits that support their financial goals.
Maintain strong knowledge of retail banking products, services, promotions, and competitive market conditions.

Sales Leadership and Branch Partnership

Act as a senior sales resource within the branch by modeling effective client conversations, proactive follow-up, and relationship-building behaviors.
Support less experienced branch team members by demonstrating strong sales practices, product knowledge, and customer engagement techniques.
Collaborate with branch leadership to identify sales opportunities, improve client retention, and strengthen branch performance.
Participate in sales meetings, pipeline reviews, calling campaigns, and branch growth initiatives.
Promote a client-first sales culture focused on trust, needs-based recommendations, and long-term relationship development.

Client Experience and Financial Guidance

Deliver a high-quality client experience during every interaction.
Build trusted relationships through professional, proactive, and personalized financial conversations.
Resolve client questions and concerns in a way that strengthens satisfaction, loyalty, and retention.
Guide clients in the use of digital banking tools, self-service options, and other convenient banking solutions.
Maintain regular follow-up with clients to ensure satisfaction and identify additional financial needs.

Risk Management and Branch Operations

Follow all bank policies, procedures, regulatory requirements, and risk management expectations.
Maintain accurate documentation and ensure client interactions, account openings, referrals, and transactions are completed in accordance with bank standards.
Process transactions accurately as needed while maintaining a primary focus on relationship development and sales growth.
Protect client information and support branch compliance with applicable banking regulations.
Contribute to overall branch performance through teamwork, accountability, and operational excellence.

Other Duties

Perform other duties as assigned.

Qualifications, Competencies and Skills

Required

High school diploma or equivalent.
Minimum of 12 months of sales, retail banking, financial services, or related customer-facing experience.
Demonstrated ability to meet or exceed sales goals through consultative sales, outbound calling, lead follow-up, referral generation, or business development activities.
Strong customer service and relationship-building skills, including professional verbal and written communication.
Ability to cross-sell banking products and identify referral opportunities based on client needs.
Ability to work a flexible schedule, which may include Saturdays.
Ability to obtain and maintain NMLS registration after hire.

Preferred

Previous experience as a Personal Banker, Universal Banker, Relationship Banker, Branch Banker, Financial Services Representative, Consumer Banker, or similar retail banking role.
Previous cash-handling experience.
Experience with consumer lending, home equity, mortgage, investment, or insurance referrals.
Working knowledge of retail banking products, deposit accounts, lending products, and digital banking solutions.
Good analytical and problem-solving skills.

Compensation Disclosure

The range for this role takes into account many factors that First Bank considers when making hiring decisions, including but not limited to prior experience, skill set, training, and other internal business and organizational factors. First Bank generally does not hire at or near the top of the stated range. The range is driven by the geographic location of the anticipated hiring location; however, the specific range may vary depending on the geographic location for remote positions. Compensation decisions depend on the specific facts and circumstances of each hiring instance.

A reasonable estimate of the current pay range is $23.75 - $29.00

Apply Now

Refine Your Search

senior personal banker jobs in whittier ca

Senior Relationship Banker

SENIOR UNIVERSAL BANKER / NEW ACCOUNTS - FLOATER

Preferred Banking Lead (Senior Relationship Banker)

Senior Banker- Central Heights, Bilingual Mandarin Required

Relationship Banker II / Sr. Relationship Banker

Client Manager Senior– Preferred Banking

Senior Home Lending Advisor, La Habra, CA

Personal Financial Advocate Sr - Manhattan Beach Blvd.

Senior Banker --- Bolsa-Magnolia Financial Center - Bilingual Vietnamese Required

Senior Wealth Advisor | California (Northern & Southern)

Business Relationship Manager Senior Deepening - Vice President - English and Mandarin Languages Preferred

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