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  • Investment Banker - Pharma/BioTech - Vice President

    Jpmorgan Chase & Co 4.8company rating

    Personal banker job in San Francisco, CA

    Job Information Job Identification 210562876 Job Category Client Management Business Unit Corporate & Investment Bank Posting Date 11/05/2024, 10:38 PM Job Schedule Full time Job Description We are seeking a seasoned Vice President to join our industry-leading team. As a Vice President in Investment Banking, you will demonstrate good business acumen and proven track record in developing clients and marketing total business solutions. You will be responsible for supporting an outstanding network of relationships with corporate and institutional clients that lie at the heart of our Investment Banking franchise. You'll bring to our team deep experience identifying and #J-18808-Ljbffr
    $155k-236k yearly est. 3d ago
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  • UHNW Private Banker | Wealth Strategy & Trusted Advisory

    Citigroup Inc. 4.6company rating

    Personal banker job in Palo Alto, CA

    A leading global financial institution seeks an experienced Private Banker to develop and maintain client relationships in Palo Alto, California. The ideal candidate will have over 15 years of experience in Private Banking, specifically with UHNW clients. Responsibilities include advising clients on financial matters, creating tailored wealth management solutions, and ensuring compliance with regulatory standards. A Bachelor's degree is required, with a Master's preferred. This role offers a competitive salary range of $200,000 to $300,000 and robust employee benefits under Citi's offerings. #J-18808-Ljbffr
    $200k-300k yearly 5d ago
  • Investment Grade Credit Trader

    Pacific Asset Management, LLC

    Personal banker job in Newport Beach, CA

    Investment Grade Credit Trader page is loaded## Investment Grade Credit Traderlocations: Newport Beach CA-700time type: Full timeposted on: Posted 30+ Days Agojob requisition id: R15422**Job Description:**We're actively seeking an experienced **Investment Grade Credit Trader** to join our growing Pacific Life Investments (PLI) team with a strong preference for candidates who have traded or managed assets on behalf of insurance companies. In this high-impact role, you'll execute trades directed by Portfolio Management in investment grade corporate bonds, with a focus on aligning with insurance General Account mandates and portfolio objectives. The ideal candidate will bring over 8 years of experience in investment grade credit markets and have a deep understanding of the unique regulatory, capital, and risk considerations involved in managing insurance portfolios. **This position will be located in our Newport Beach office.****How you'll help move us forward:*** Collaborate with portfolio managers, credit analysts, and portfolio strategy to support liability-driven investment strategies.* Monitor market conditions, credit spreads, and liquidity to help Portfolio Managers identify relative value opportunities and price anomalies.* Maintain strong relationships with broker-dealers and internal stakeholders to ensure best execution and market insight.* Contribute to the development of trading strategies, tools, and processes tailored to insurance asset management.* Ensure compliance with NAIC guidelines, internal risk limits, and regulatory requirements.**The experience you bring:*** 8+ years of sell-side or buy-side experience trading investment grade credit, preferably with direct exposure to insurance asset management or trading on behalf of insurance clients.* Strong understanding of insurance General Account portfolio objectives, regulatory capital considerations, and asset-liability management (ALM).* Demonstrated expertise in executing trades across U.S. and global investment grade corporate bonds, including primary and secondary markets.* Proficiency in Bloomberg, Excel, and fixed income analytics platforms. Experience with electronic trading platforms (e.g., MarketAxess, Tradeweb) is a plus.* Excellent communication, collaboration, and decision-making skills.* Upholds the highest standards of ethics and integrity.* Bachelor's degree in Finance, Economics, Mathematics, Statistics, or a related field; CFA designation or advanced degree preferred.**You can be who you are.**People come first here. We're committed to an inclusive workforce. Learn more about how we create a welcoming work environment at Instagram.com/lifeatpacificlife. #LI-AJ1**Base Pay Range:**The base pay range noted represents the company's good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay.$180,180.00 - $220,220.00**Your Benefits Start Day 1**Your wellbeing is important to Pacific Life, and we're committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we've got you covered.* Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents* Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off* Paid Parental Leave as well as an Adoption Assistance Program* Competitive 401k savings plan with company match and an additional contribution regardless of participation**EEO Statement:***Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.*At Pacific Life, we believe that success comes down to our people. That's why we're committed to embracing a flexible, diverse, and inclusive workplace where you can be your best self and do your best work. Our people-first culture creates a sense of belonging and prioritizes employee wellbeing, empowering you to achieve your full potential through our holistic health benefits, flexible working options, and a vibrant community of people working towards a shared purpose. You can connect with colleagues through employee connections groups, sharing your passions, interests, and ideas. Learn more about our . #J-18808-Ljbffr
    $62k-103k yearly est. 3d ago
  • Deputy Chief Banking Officer

    Calprivate Bank

    Personal banker job in Beverly Hills, CA

    Deputy Chief Banking Officer - Beverly Hills, CA The Deputy Chief Banking Officer (DCBO) role represents a pivotal leadership opportunity within a rapidly growing, relationship-focused financial institution. As the Bank continues to scale in size, sophistication, and market influence, the DCBO will serve as a force multiplier for the Chief Banking Officer, elevating commercial banking performance, expanding market presence and delivering client experience that distinguishes the Bank as the trusted partner of choice for high-value clients and businesses. This is a highly visible and influential executive role that directly shapes the Bank's revenue engine. The DCBO will help lead the evolution of the banking strategy, unifying relationship management, credit partnerships, and operational delivery in a cohesive approach that delivers disciplined performance while enabling strong and sustainable growth. Stepping into this position means building upon an already strong foundation guided by the Chief Banking Officer's leadership, capitalizing on a highly skilled banker bench, a strong credit culture, and a differentiated market offering. The DCBO will enhance execution by strengthening productivity, operational alignment, and market responsiveness through scalable frameworks designed to keep pace with the Bank's growth trajectory. In partnership with the CBO, this leader will help advance a culture where bankers are empowered to deliver proactive guidance, deepen relationships, and expand the Bank's presence within prioritized commercial and private client segments. This position offers a meaningful opportunity to partner in leading the evolution of a unified and high-performing banking organization. Under the direction of the Chief Banking Officer, the DCBO will support efforts to reinforce a consistent sales culture centered on accountability, client success, and disciplined performance. They will collaborate cross-functionally to reduce friction in the delivery model, enhance speed and transparency in deal execution, and support the development of clearer pathways for banker growth including competency models, coaching programs, and talent succession plans that strengthen the division's bench both now and for the future. Supporting the advancement of the relationship management function is central to the role's purpose. The DCBO will help unlock banker potential through structured sales enablement, enhanced resource coordination, and improved internal partnership between front-line teams and Treasury, Operations, and Product leaders. By championing clearer expectations, aligned performance measures, and improved support systems, this role contributes to greater accountability while helping bankers accelerate ramp‑time, strengthen internal mobility, and expand client relationships with greater confidence. As a key contributor to the Banks's long‑term vision, the Deputy Chief Banking Officer will help drive market growth, portfolio strength, and financial performance across the Bank's commercial footprint. Working in close alignment with the executive team, the DCBO will ensure that talent, operational capabilities, and portfolio growth strategies remain synchronized and forward‑looking. This role plays a vital part in elevating both the employee and client experience by reinforcing a culture of excellence that strengthens loyalty, drives results, and supports the Bank's sustained success. ESSENTIAL DUTIES and RESPONSIBILITIES Onboarding & Development Partner with new Relationship Managers during their first 90 days to accelerate learning, build confidence, and ensure successful integration into the CalPrivate culture. Deliver structured onboarding, training and coaching sessions focused on sales processes, client engagement and compliance. Monitor early progress, providing constructive feedback and clear action plans for improvement. Coaching & Accountability You develop leaders by offering personalized coaching, constructive feedback, and career growth support. Guide sales team in executing tailored business development plans that foster long‑term, high‑value client relationships. Provide leadership during challenging client interactions and support by developing effective solutions. Performance & Reporting Regularly review performance metrics, sales reports, and pipeline activity to identify trends, gaps and opportunities. Deliver timely reporting and insights to the Chief Banking Officer regarding sales performance, team development, and coaching outcomes. Ensure sales organization remains focused on key performance drivers, including deposit growth, loan origination, and client relationship expansion. Lead group coaching sessions and best practice workshops to foster peer learning and collaboration. Partner with leadership to identify ongoing training needs and implement development programs that elevate effectiveness. Promote a culture of accountability, resilience and excellence within the sales organization. Serve as a role model by demonstrating strong business development skills, client relationship management, and adherence to the CalPrivate brand of service. MISSION CRITICAL OBJECTIVES | YEAR 1 Elevate Banker Productivity & Sales Execution Implement structured sales coaching, pipeline discipline, and account planning framework that increase RM revenue contribution, accelerate onboarding of new client relationships, and improve wallet‑share growth across deposits, lending and treasury services. Strengthen Credit Quality & Risk Culture Reinforce proactive portfolio management practices, early‑warning monitoring and strong underwriting alignment with Credit Administration, resulting in improved asset quality, reduced turnaround times, and stronger credit decision transparency for bankers and clients. Build a High‑Performance Talent Bench Develop and launch a competency‑based talent model including training pathways, leadership development, and performance scorecards to improve banker capability, increase engagement and retention, and strengthen succession readiness across all markets. Build and Launch a Scalable Banker Onboarding and Development Program Design and operationalize a structured 90‑day onboarding and training program for Relationship Managers to accelerate integration, confidence, and production readiness. Reduce new banker ramp‑up time to full productivity by a targeted percentage (e.g., from 6 months to 3 months). Improve Operational Efficiency & Client Experience Partner with Operations and Treasury to streamline front‑to‑back processes, remove barriers that impede sales execution, and implement clear service‑level expectations resulting in faster deal cycles, reduced friction points and measurable improvements in client satisfaction metrics. Advance Cross‑Functional Collaboration & Alignment Establish a unified banking delivery model that enhances coordination across product, credit, and operational teams ensuring bankers are fully supported and empowered to deliver comprehensive financial solutions with consistency and speed. Embed a Consistent Culture of Accountability & Transparency Implement standardized expectations for performance, communication, and reporting across regional teams improving visibility into results, reinforcing accountability, and enabling timely intervention to support services. THE INDIVIDUAL The successful candidate is an accomplished commercial banking executive who combines strategic vision with hand‑on learning and a deep commitment to exceptional client experience. They are a builder by nature, skilled at scaling teams, strengthening portfolio growth, and enhancing operational effectiveness through disciplined sales execution and strong credit acumen. This leader brings a proven track record of developing high‑performing bankers, fostering cross‑functional collaboration, and driving profitable expansion within competitive banking markets. With strong executive presence, data‑driven decision‑making, and the ability to inspire trust across the organization, the ideal candidate thrives in environments of growth and transformation and consistently elevates both talent performance and organizational culture. ProfessionalExperience+Qualifications Aminimumoffifteen(15)yearsin banking or financial services, with a strong emphasis on business development, client relationship management, and sales leadership. A minimum of ten (10) years in sales management, coaching, or leadership role. nCino SME, leveraging the platform to streamline sales processes and enhance client management. Proven tract record of success in commercial or private banking sales leadership. Demonstrated ability to coach and develop high‑performing sales professionals. Strong analytical and reporting skills, with the ability to translate data into actionable insights. Excellentinterpersonalandcollaborationskills,includingtheabilitytobuild trust and influence across teams. Experience holding individuals accountable to performance expectations while fostering engagement and growth. Education+ Certifications Bachelor's Degree in business administration, finance, operations management, or a related field; MBA or advanced degree strongly preferred. LeadershipStyle+ Characteristics Leading by Example:Demonstrating and fostering, by example, a sense of urgency, strong commitment/accountability, serving others above self, client‑focus and sound decision making to achieving goals. Inspirational:Encouragingandinspiringcolleaguesandsubordinatestostretchbeyondwhatthey thought they could accomplish. BusinessAcumen:Knowledgeofthecompetitivelandscape,currentandemergingpractices,products, and services within the industry. Professionalism:Displayalevelofprofessionalismthatinspiresconfidenceinteammembersandclients/prospects. VisionandPurpose:EmbraceandcommunicateCalPrivate'svision,itsgoalsanditsbusinessneeds;dedicatedtosuccess;inspiresandmotivates. DealingwithChange:Caneffectivelycopewithchange;adaptableandinclinedtowardchange. ConflictManagement:Makeconflictsopportunitiesforimprovement;strivesforwin/winresolutions. Client Focus:Dedicated to meeting the expectations of customers by applying first‑hand client information; establish and maintain effective client relationships while balancing the Bank's and the client's interests. EthicsandValues:Adheres to code of conduct; and rewards right behaviors. Salary Range: $228,000.00 To $314,000.00 Annually Our Career Benefits & Team Member Commitments Our mission is driven through Relationships,Solutions and Trust. This is built by our incredible Team Members.Learn about our benefits and our mission to provide a DistinctlyDifferent ™ banking experience. #J-18808-Ljbffr
    $53k-79k yearly est. 3d ago
  • Relationship Banker

    Bank of America 4.7company rating

    Personal banker job in Oxnard, CA

    Camarillo, California;Oxnard, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (***************************************************************************************** **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Job Description:** This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. **Responsibilities:** - Executes the bank's risk culture and strives for operational excellence - Builds relationships with clients to meet financial needs - Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations - Grows business knowledge and network by partnering with experts in small business, lending, and investments - Manages financial center traffic, appointments, and outbound calls effectively - Drives the client experience - Manages cash responsibilities **Required Qualifications:** - Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client. - Collaborates effectively to get things done, building and nurturing strong relationships. - Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives. - Is confident in identifying solutions for new and existing clients based on their needs. - Communicates effectively and confidently, and is comfortable engaging all clients. - Has the ability to learn and adapt to new information and technology platforms. - Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking). - Applies strong critical thinking and problem-solving skills to meet clients' needs. - Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations. - Efficiently manages time and capacity. - Focuses on results, while acting in the best interest of the client. - Can be flexible to work weekends and/or extended hours as needed. **Desired Qualifications:** - Experience in financial services and knowledge of financial services industry, products and solutions. - One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals. - Six months of cash handling experience. - Bachelor's degree or business relevant associate degree such as business management, business administration, or finance. **Skills:** - Adaptability - Business Acumen - Customer and Client Focus - Oral Communications - Problem Solving - Account Management - Client Experience Branding - Client Management - Client Solutions Advisory - Relationship Building - Business Development - Pipeline Management - Prospecting - Referral Identification - Referral Management **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent _The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Loan Originators_ **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
    $32k-38k yearly est. 6d ago
  • Part Time (30 hours) Associate Banker, Redding Main Branch, Redding, CA

    JPMC

    Personal banker job in Redding, CA

    At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals. Job Responsibilities Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements. Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want. Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals. Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. Required Qualifications, Capabilities, and Skills Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment. Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients. Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs. Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience. Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity. Ability to quickly and accurately learn products, services, and procedures. Client service experience or comparable experience. High school diploma or GED equivalent. Preferred Qualifications, Capabilities, and Skills Strong desire and ability to influence, educate, and connect customers to technology solutions. Cash handling experience. FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
    $35k-44k yearly est. Auto-Apply 60d+ ago
  • Business Banker

    Banner Bank 4.7company rating

    Personal banker job in Redding, CA

    More than 135 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. These core values shape our culture, and we were recently Great Place to Work Certified because of our outstanding workplace culture and employee experience. As well, our financial strength and stability are key reasons Forbes named us one of the Best 100 Banks in America for the ninth consecutive year. With more than $16 billion in assets and 135 branch locations throughout Washington, Oregon, Idaho, and California, we understand our role in the economy and take that responsibility seriously. In addition to offering a source of capital to personal banking clients and businesses of all sizes, we place a high importance on employee volunteerism and donate millions of dollars each year to community organizations. As a Business Banker with Banner Bank you will grow Business Banking revenue by increasing business deposits, loans, treasury management, and merchant services. Primary focus is on the acquisition of new bank client relationships. You will support the assigned market territory and conduct branch visits. In this role you will have the opportunity to: Actively develop and manage relationships with high value business clients. Promoting and marketing a broad range of bank products and services. Develop and maintain necessary relationships with line of business partners, commercial relationship managers, branch managers, and related staff to facilitate a team environment and successful delivery of products and services. Responsible for meeting sales volume and profitability goals, sales activities, and calling goals. Develop internal and external referral sources through centers of influence, participation in bank events, community activities, and participation in seminars for professional and small business groups. Understanding all company products and making referrals to other areas as appropriate. Coordinate and set up meetings between prospective customers and appropriate line of business partners, including Commercial Relationship Managers, Branch Managers, Treasury Management Representatives, Mortgage Loan Officers, Investment Officers, and Outside Affiliated Product Reps. Responsible for complying with policies, procedures, security requirements, and government regulations. Education & Certifications Bachelor's Degree: Accounting, Business, Economics, Law, Computer Science or other related field required (an equivalent combination of education and experience may be considered) Experience 6 or more years of experience in business banking required Knowledge, Skills and Abilities Proven ability to develop business relationships. Possess strong networking and relationship management skills. Possess effective presentation and negotiation skills. Possess a working knowledge and understanding of cash management products and services. Knowledge of federal and state laws and regulations relating to commercial lending. Travel 20% Required to support assigned market and conduct branch visits Compensation & Benefits Targeted starting salary range (based on experience): $110,000 annually Robust uncapped quarterly incentive plan Comprehensive employee benefits, including: medical, dental, vision, LTD, STD and life Paid vacation time, sick time and 11 company paid holidays 401k (with up to 4% match) Tuition reimbursement Review Banner's employee benefits at: Employee Benefits | Banner Bank Please take time to review Banner Bank's Consent & Privacy notice before applying. Banner Bank is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, marital status, age, disability or protected veteran status. Banner Bank does not accept unsolicited resumes from agencies and/or search firms for any job postings. Resumes submitted to any Banner Bank employee by a third-party agency and/or search firm without a valid written and signed search agreement, will become the sole property of Banner Bank. No fee will be paid if a candidate is hired for a position as a result of an unsolicited agency or search firm referral.
    $110k yearly Auto-Apply 60d+ ago
  • Personal Banker I or II (30 hours per week)

    Tri Counties Bank 4.5company rating

    Personal banker job in Weaverville, CA

    Come to work for a company you can be proud to work for...and enjoy fantastic, comprehensive benefits. The hiring range for this opportunity is $19.16 to $24.00 along with incentive opportunities, creating a competitive total compensation package based on our pay scale, and may be modified by location and is commensurate with qualifications and experience. POSITION SUMMARY & MISSION - Personal Banker We, at Tri Counties Bank, still believe in the vision of the helpful and caring Community Banker. As a Personal Banker you will establish and grow relationships of trust with Tri Counties Bank's customers by listening to them with attention and care, learning about their financial circumstances, assisting them with transactions, and expertly introducing them to products and services that address their needs and goals. SCOPE & COMPLEXITY Conduct an average of approximately 12 or more customer conversations daily. Present to customers the features and benefits of: * Consumer Checking Accounts * Consumer Savings Accounts * Certificates Of Deposit * Online Banking * Bill Pay * Mobile Banking * Debit Cards * Overdraft Privilege Coverage Continuously update a customer relationship management database with records of all customer interactions, whether in person, by telephone, or other modes of communication. Maintain collaborative relationships with other Tri Counties Bank financial services professionals providing specialized services in: * Home mortgage lending * Investment Advisory * Commercial Lending * Business Corporate & Purchasing Cards * Treasury Management * Merchant Card Services * Direct Banking MAJOR RESPONSIBILITIES * Begin with a personal welcome to everyone who calls or comes into a branch. Show the customer they are valued. * Use every customer interaction as an opportunity to have quality conversations and individually understand the financial needs and goals of our customers. * Share your knowledge about Tri Counties Bank services, products, and partners to help your customers' save money, make more money or make their banking more convenient. * Employ appropriate solutions for your customers. Follow through and honor commitments to ensure their financial needs and goals are fulfilled OTHER RESPONSIBILITIES * Maintain accurate sales records and regularly reviews sales results with Branch Manager and prepares an action plan taking appropriate steps to meet/exceed sales objectives. * Ensure that all customer transactions, ranging from check cashing to cash depositing to loan payments to counting currency and coin, are handled accurately and timely according to guidelines. * Maintain a current understanding of Bank policies and procedures. * Maintain a current understanding of and ensure compliance with regulations that include but are not limited to: Bank Secrecy Act, USA PATRIOT Act, suspicious activity reporting, Reg B/fair Lending, Reg Z/Trust in Lending, Reg DD/Trush in Savings, Expedited Funds Availability Act, Gramm-Leach-Bliley Act, Community Reinvestment Act and the SAFE Act. * Assist in training branch team members, on product knowledge and skill development when necessary. * Assist other team members in non-primary assigned duties whenever necessary and perform other work-related duties as assigned. EDUCATION, EXPERIENCE AND OTHER SKILLS REQUIRED * High school diploma or GED required. * Previous sales and cash handling experience, preferred. * Effective verbal and written communication skills. * Ability to utilize personal computers and Windows based programs. * Able to successfully complete Bank product and sales training courses and appropriate certifications. * Able to be registered as a mortgage loan originator (MLO) in the Nationwide Mortgage License System and Registry (NMLS). PHYSICAL REQUIREMENTS * May be required to lift up to 25 pounds. Company Profile Established in 1975, Tri Counties Bank is a wholly-owned subsidiary of TriCo Bancshares (NASDAQ: TCBK) headquartered in Chico, California with corporate offices in Roseville, South San Francisco, and Bakersfield, with assets of nearly $10 billion and 50 years of financial stability. Tri Counties Bank is dedicated to providing exceptional service for individuals and businesses throughout California with more than 75 locations, advanced mobile and online banking, and access to approximately 40,000 surcharge-free ATMs nationwide. As California's Local Bank, Tri Counties Bank prioritizes serving clients with local bankers and local decision-making, backed by corporate philanthropy, community engagement, employee volunteerism and investments. Recognized by various publications as among the Top Workplaces and Best Banks, Tri Counties Bank recruits and retains diverse and talented team members. Tri Counties Bank is an Affirmative Action and Equal Opportunity Employer, Race/Color/Religion/Sex/Sexual Orientation/Gender Identity/National Origin/Disability/Veteran. Careers-TCB-Notice-of-Collection.pdf
    $19.2-24 hourly 27d ago
  • Senior Private Banker - Wealth Strategy & Growth

    Jpmorgan Chase & Co 4.8company rating

    Personal banker job in Walnut Creek, CA

    A leading financial institution is seeking an experienced Private Banker to provide high-level advising on wealth management to clients. The role includes managing client relationships, generating new business, and utilizing expertise in investments and financial planning. Candidates should possess at least 6 years of relevant experience, a Bachelor's degree, and relevant financial licenses. Strong sales success and community presence are vital for this role, which aims to deliver exceptional client experiences. #J-18808-Ljbffr
    $51k-118k yearly est. 2d ago
  • Relationship Banker - Central Valley market

    Bank of America 4.7company rating

    Personal banker job in Fresno, CA

    Fresno, California;Clovis, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (************************************************************************************************************** **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. ****This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law.**** At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Job Description:** This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. **Responsibilities:** + Executes the bank's risk culture and strives for operational excellence + Builds relationships with clients to meet financial needs + Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations + Grows business knowledge and network by partnering with experts in small business, lending, and investments + Manages financial center traffic, appointments, and outbound calls effectively + Drives the client experience + Manages cash responsibilities **Required Qualifications:** + Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client + Collaborates effectively to get things done, building and nurturing strong relationships + Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives + Is confident in identifying solutions for new and existing clients based on their needs + Communicates effectively and confidently and is comfortable engaging all clients + Has the ability to learn and adapt to new information and technology platforms + Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking) + Applies strong critical thinking and problem-solving skills to meet clients' needs + Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations + Efficiently manages time and capacity + Focuses on results while acting in the best interest of the client + Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance **Desired Qualifications:** + Experience in financial services and knowledge of financial services industry, products and solutions + One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals + Six months of cash handling experience + Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance **Skills:** + Adaptability + Business Acumen + Customer and Client Focus + Oral Communications + Problem Solving + Account Management + Client Experience Branding + Client Management + Client Solutions Advisory + Relationship Building + Business Development + Pipeline Management + Prospecting + Referral Identification + Referral Management **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent _The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Loan Originators_ **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
    $32k-38k yearly est. 3d ago
  • Business Banker

    Banner Bank 4.7company rating

    Personal banker job in Red Bluff, CA

    More than 135 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. These core values shape our culture, and we were recently Great Place to Work Certified because of our outstanding workplace culture and employee experience. As well, our financial strength and stability are key reasons Forbes named us one of the Best 100 Banks in America for the ninth consecutive year. With more than $16 billion in assets and 135 branch locations throughout Washington, Oregon, Idaho, and California, we understand our role in the economy and take that responsibility seriously. In addition to offering a source of capital to personal banking clients and businesses of all sizes, we place a high importance on employee volunteerism and donate millions of dollars each year to community organizations. As a Business Banker with Banner Bank you will grow Business Banking revenue by increasing business deposits, loans, treasury management, and merchant services. Primary focus is on the acquisition of new bank client relationships. You will support the assigned market territory and conduct branch visits. In this role you will have the opportunity to: Actively develop and manage relationships with high value business clients. Promoting and marketing a broad range of bank products and services. Develop and maintain necessary relationships with line of business partners, commercial relationship managers, branch managers, and related staff to facilitate a team environment and successful delivery of products and services. Responsible for meeting sales volume and profitability goals, sales activities, and calling goals. Develop internal and external referral sources through centers of influence, participation in bank events, community activities, and participation in seminars for professional and small business groups. Understanding all company products and making referrals to other areas as appropriate. Coordinate and set up meetings between prospective customers and appropriate line of business partners, including Commercial Relationship Managers, Branch Managers, Treasury Management Representatives, Mortgage Loan Officers, Investment Officers, and Outside Affiliated Product Reps. Responsible for complying with policies, procedures, security requirements, and government regulations. Education & Certifications Bachelor's Degree: Accounting, Business, Economics, Law, Computer Science or other related field required (an equivalent combination of education and experience may be considered) Experience 6 or more years of experience in business banking required Knowledge, Skills and Abilities Proven ability to develop business relationships. Possess strong networking and relationship management skills. Possess effective presentation and negotiation skills. Possess a working knowledge and understanding of cash management products and services. Knowledge of federal and state laws and regulations relating to commercial lending. Travel 20% Required to support assigned market and conduct branch visits Compensation & Benefits Targeted starting salary range (based on experience): $110,000 annually Robust uncapped quarterly incentive plan Comprehensive employee benefits, including: medical, dental, vision, LTD, STD and life Paid vacation time, sick time and 11 company paid holidays 401k (with up to 4% match) Tuition reimbursement Review Banner's employee benefits at: Employee Benefits | Banner Bank Please take time to review Banner Bank's Consent & Privacy notice before applying. Banner Bank is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, marital status, age, disability or protected veteran status. Banner Bank does not accept unsolicited resumes from agencies and/or search firms for any job postings. Resumes submitted to any Banner Bank employee by a third-party agency and/or search firm without a valid written and signed search agreement, will become the sole property of Banner Bank. No fee will be paid if a candidate is hired for a position as a result of an unsolicited agency or search firm referral.
    $110k yearly Auto-Apply 60d+ ago
  • Personal Banker or Senior Banker

    Tri Counties Bank 4.5company rating

    Personal banker job in Red Bluff, CA

    $1000 sign-on bonus opportunity! Come to work for a company you can be proud to work for...and enjoy fantastic, comprehensive benefits. The hiring range for this opportunity is $19.50 to $25.00 per hour along with incentive opportunities, creating a competitive total compensation package based on our pay scale, and may be modified by location and is commensurate with qualifications and experience. POSITION SUMMARY & MISSION - Personal Banker & Senior Banker We, at Tri Counties Bank, still believe in the vision of the helpful and caring Community Banker. As a Personal or Senior Banker you will establish and grow relationships of trust with Tri Counties Bank's customers by listening to them with attention and care, learning about their financial circumstances, assisting them with transactions, and expertly introducing them to products and services that address their needs and goals. SCOPE & COMPLEXITY Conduct an average of approximately 12 or more customer conversations daily. Present to customers the features and benefits of: * Consumer Checking Accounts * Consumer Savings Accounts * Certificates Of Deposit * Online Banking * Bill Pay * Mobile Banking * Debit Cards * Overdraft Privilege Coverage Continuously update a customer relationship management database with records of all customer interactions, whether in person, by telephone, or other modes of communication. Maintain collaborative relationships with other Tri Counties Bank financial services professionals providing specialized services in: * Home mortgage lending * Investment Advisory * Commercial Lending * Business Corporate & Purchasing Cards * Treasury Management * Merchant Card Services * Direct Banking MAJOR RESPONSIBILITIES of our Personal & Senior Banker * Begin with a personal welcome to everyone who calls or comes into a branch. Show the customer they are valued. * Use every customer interaction as an opportunity to have quality conversations and individually understand the financial needs and goals of our customers. * Share your knowledge about Tri Counties Bank services, products, and partners to help your customers' save money, make more money or make their banking more convenient. * Employ appropriate solutions for your customers. Follow through and honor commitments to ensure their financial needs and goals are fulfilled OTHER RESPONSIBILITIES of our Personal & Senior Banker * Maintain accurate sales records and regularly reviews sales results with Branch Manager and prepares an action plan taking appropriate steps to meet/exceed sales objectives. * Ensure that all customer transactions, ranging from check cashing to cash depositing to loan payments to counting currency and coin, are handled accurately and timely according to guidelines. * Maintain a current understanding of Bank policies and procedures. * Maintain a current understanding of and ensure compliance with regulations that include but are not limited to: Bank Secrecy Act, USA PATRIOT Act, suspicious activity reporting, Reh B/fair Lending, Reg Z/Trust in Lending, Reg DD/Trush in Savings, Expedited Funds Availability Act, Gramm-Leach-Bliley Act, Community Reinvestment Act and the SAFE Act. * Assist in training branch team members, on product knowledge and skill development when necessary. * Assist other team members in non-primary assigned duties whenever necessary and perform other work-related duties as assigned. EDUCATION, EXPERIENCE AND OTHER SKILLS REQUIRED of our Personal Banker and Senior Banker * High school diploma or GED required. * Previous sales and cash handling experience, preferred. * Effective verbal and written communication skills. * Ability to utilize personal computers and Windows based programs. * Able to successfully complete Bank product and sales training courses and appropriate certifications. * Able to be registered as a mortgage loan originator (MLO) in the Nationwide Mortgage License System and Registry (NMLS). EDUCATION, EXPERIENCE AND OTHER SKILLS REQUIRED of our Senior Banker * All skills listed previously and * Above average working knowledge of Bank products and consumer lending. * Previous experience with bank sales as a Personal Banker * Ability to lead and direct others. PHYSICAL REQUIREMENTS * May be required to lift up to 25 pounds. * The sign-on bonus will be paid in the first payroll processed following 60 days from your start date. Full details on the sign-on bonus are available upon request. COMPANY PROFILE Established in 1975, Tri Counties Bank is a wholly-owned subsidiary of TriCo Bancshares (NASDAQ: TCBK) headquartered in Chico, California, with assets of nearly $10 billion and more than 45 years of financial stability. Tri Counties Bank provides a unique brand of Service With Solutions for communities throughout California with a breadth of personal, small business and commercial banking services, plus an extensive branch network, more than 37,000 surcharge-free ATMs nationwide, and advanced online and mobile banking. Tri Counties Bank remains strong and profitable through our top-down commitment to our core values, sound business principles and responsible lending practices. Our success is also based on our community engagement. We still believe in the vision of the helpful and caring community banker. As we grow and serve more communities, we become more involved, providing substantial financial and volunteer support to local economies and community organizations. We applaud our employees who roll up their sleeves to work and volunteer for a greater good in our communities. Tri Counties Bank hires individuals who are qualified for the role and who represent the communities in which we serve. We look to place people in positions where they can best utilize their abilities and strengths, and where they are able to grow with the Bank. Tri Counties Bank is an Affirmative Action and Equal Opportunity Employer, Race/Color/Religion/Sex/Sexual Orientation/Gender Identity/National Origin/Disability/Veteran.
    $19.5-25 hourly 60d+ ago
  • Senior Private Banker - Wealth Advisor & Growth Leader

    Jpmorgan Chase & Co 4.8company rating

    Personal banker job in San Francisco, CA

    A global financial institution is seeking a Vice President or Executive Director for their U.S. Private Bank in San Francisco. The role involves advising clients on wealth management, building relationships, and generating new business. Candidates should have over six years of experience in Private Banking and a Bachelor's Degree, along with required licenses. This position offers a competitive total rewards package and opportunities for career advancement. #J-18808-Ljbffr
    $51k-119k yearly est. 2d ago
  • Relationship Banker - San Francisco West

    Bank of America 4.7company rating

    Personal banker job in San Francisco, CA

    San Francisco, California;Daly City, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (****************************************************************************************************************** **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Job Description:** This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. **Responsibilities:** + Executes the bank's risk culture and strives for operational excellence + Builds relationships with clients to meet financial needs + Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations + Grows business knowledge and network by partnering with experts in small business, lending, and investments + Manages financial center traffic, appointments, and outbound calls effectively + Drives the client experience + Manages cash responsibilities **Required Qualifications:** + Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client + Collaborates effectively to get things done, building and nurturing strong relationships + Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives + Is confident in identifying solutions for new and existing clients based on their needs + Communicates effectively and confidently and is comfortable engaging all clients + Has the ability to learn and adapt to new information and technology platforms + Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking) + Applies strong critical thinking and problem-solving skills to meet clients' needs + Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations + Efficiently manages time and capacity + Focuses on results while acting in the best interest of the client + Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance **Desired Qualifications:** + Experience in financial services and knowledge of financial services industry, products and solutions + One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals + Six months of cash handling experience + Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance **Skills:** + Adaptability + Business Acumen + Customer and Client Focus + Oral Communications + Problem Solving + Account Management + Client Experience Branding + Client Management + Client Solutions Advisory + Relationship Building + Business Development + Pipeline Management + Prospecting + Referral Identification + Referral Management **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent _The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Loan Originators_ **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
    $32k-38k yearly est. 5d ago
  • Business Banker

    Banner Bank 4.7company rating

    Personal banker job in Corning, CA

    Job DescriptionMore than 135 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. These core values shape our culture, and we were recently Great Place to Work Certified because of our outstanding workplace culture and employee experience. As well, our financial strength and stability are key reasons Forbes named us one of the Best 100 Banks in America for the ninth consecutive year. With more than $16 billion in assets and 135 branch locations throughout Washington, Oregon, Idaho, and California, we understand our role in the economy and take that responsibility seriously. In addition to offering a source of capital to personal banking clients and businesses of all sizes, we place a high importance on employee volunteerism and donate millions of dollars each year to community organizations. As a Business Banker with Banner Bank you will grow Business Banking revenue by increasing business deposits, loans, treasury management, and merchant services. Primary focus is on the acquisition of new bank client relationships. You will support the assigned market territory and conduct branch visits. In this role you will have the opportunity to: Actively develop and manage relationships with high value business clients. Promoting and marketing a broad range of bank products and services. Develop and maintain necessary relationships with line of business partners, commercial relationship managers, branch managers, and related staff to facilitate a team environment and successful delivery of products and services. Responsible for meeting sales volume and profitability goals, sales activities, and calling goals. Develop internal and external referral sources through centers of influence, participation in bank events, community activities, and participation in seminars for professional and small business groups. Understanding all company products and making referrals to other areas as appropriate. Coordinate and set up meetings between prospective customers and appropriate line of business partners, including Commercial Relationship Managers, Branch Managers, Treasury Management Representatives, Mortgage Loan Officers, Investment Officers, and Outside Affiliated Product Reps. Responsible for complying with policies, procedures, security requirements, and government regulations. Education & Certifications Bachelor's Degree: Accounting, Business, Economics, Law, Computer Science or other related field required (an equivalent combination of education and experience may be considered) Experience 6 or more years of experience in business banking required Knowledge, Skills and Abilities Proven ability to develop business relationships. Possess strong networking and relationship management skills. Possess effective presentation and negotiation skills. Possess a working knowledge and understanding of cash management products and services. Knowledge of federal and state laws and regulations relating to commercial lending. Travel 20% Required to support assigned market and conduct branch visits Compensation & Benefits Targeted starting salary range (based on experience): $110,000 annually Robust uncapped quarterly incentive plan Comprehensive employee benefits, including: medical, dental, vision, LTD, STD and life Paid vacation time, sick time and 11 company paid holidays 401k (with up to 4% match) Tuition reimbursement Get more information at: Employee Benefits \u007C Banner Bank Review Banner's employee benefits at: Employee Benefits \u007C Banner Bank Please take time to review Banner Bank's Consent & Privacy notice before applying. Banner Bank is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, marital status, age, disability or protected veteran status. Banner Bank does not accept unsolicited resumes from agencies and/or search firms for any job postings. Resumes submitted to any Banner Bank employee by a third-party agency and/or search firm without a valid written and signed search agreement, will become the sole property of Banner Bank. No fee will be paid if a candidate is hired for a position as a result of an unsolicited agency or search firm referral.
    $110k yearly 9d ago
  • Senior Private Banker - Wealth Strategy & Growth

    Jpmorgan Chase & Co 4.8company rating

    Personal banker job in San Diego, CA

    A leading financial institution is seeking an experienced Private Banker to provide exceptional guidance to clients on wealth management. You will leverage your extensive knowledge in investments and financial planning to foster strong relationships and drive new client acquisition. The ideal candidate will bring over six years of relevant experience, a bachelor's degree, and requisite financial licenses. This position offers a collaborative work environment and aims to elevate client service excellence. #J-18808-Ljbffr
    $53k-116k yearly est. 2d ago
  • Relationship Banker - Peninsula North

    Bank of America 4.7company rating

    Personal banker job in San Mateo, CA

    San Mateo, California;Millbrae, California; San Mateo, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (*********************************************************************************************************** **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! ****This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law.**** **Job Description:** This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. **Responsibilities:** - Executes the bank's risk culture and strives for operational excellence - Builds relationships with clients to meet financial needs - Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations - Grows business knowledge and network by partnering with experts in small business, lending, and investments - Manages financial center traffic, appointments, and outbound calls effectively - Drives the client experience - Manages cash responsibilities **Required Qualifications:** - Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client. - Collaborates effectively to get things done, building and nurturing strong relationships. - Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives. - Is confident in identifying solutions for new and existing clients based on their needs. - Communicates effectively and confidently, and is comfortable engaging all clients. - Has the ability to learn and adapt to new information and technology platforms. - Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking). - Applies strong critical thinking and problem-solving skills to meet clients' needs. - Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations. - Efficiently manages time and capacity. - Focuses on results, while acting in the best interest of the client. - Can be flexible to work weekends and/or extended hours as needed. **Desired Qualifications:** - Experience in financial services and knowledge of financial services industry, products and solutions. - One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals. - Six months of cash handling experience. - Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance **Skills:** - Adaptability - Business Acumen - Customer and Client Focus - Oral Communications - Problem Solving - Account Management - Client Experience Branding - Client Management - Client Solutions Advisory - Relationship Building - Business Development - Pipeline Management - Prospecting - Referral Identification - Referral Management **Minimum Education Requirement:** - High School Diploma / GED / Secondary School or equivalent _The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Loan Originators_ **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
    $32k-38k yearly est. 1d ago
  • Senior Private Banker - Wealth Strategy & Growth

    Jpmorgan Chase & Co 4.8company rating

    Personal banker job in San Diego, CA

    A leading financial institution is seeking a Private Banker in San Diego, California, to manage client relationships and provide tailored investment and financial advice. Candidates should have over six years of experience in Private Banking or Financial Services and hold a Bachelor's Degree along with necessary licenses. The position involves acquiring new clients and advising on wealth management strategies for a diverse client base. The ideal candidate will have strong business acumen and a proactive approach to client service. #J-18808-Ljbffr
    $53k-116k yearly est. 5d ago
  • Relationship Banker - Peninsula South

    Bank of America 4.7company rating

    Personal banker job in Sunnyvale, CA

    Cupertino, California;Sunnyvale, California; Palo Alto, California; Mountain View, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (*********************************************************************************************************** **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! ****This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law.**** **Job Description:** This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. **Responsibilities:** - Executes the bank's risk culture and strives for operational excellence - Builds relationships with clients to meet financial needs - Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations - Grows business knowledge and network by partnering with experts in small business, lending, and investments - Manages financial center traffic, appointments, and outbound calls effectively - Drives the client experience - Manages cash responsibilities **Required Qualifications:** - Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client. - Collaborates effectively to get things done, building and nurturing strong relationships. - Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives. - Is confident in identifying solutions for new and existing clients based on their needs. - Communicates effectively and confidently, and is comfortable engaging all clients. - Has the ability to learn and adapt to new information and technology platforms. - Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking). - Applies strong critical thinking and problem-solving skills to meet clients' needs. - Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations. - Efficiently manages time and capacity. - Focuses on results, while acting in the best interest of the client. - Can be flexible to work weekends and/or extended hours as needed. **Desired Qualifications:** - Experience in financial services and knowledge of financial services industry, products and solutions. - One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals. - Six months of cash handling experience. - Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance **Skills:** - Adaptability - Business Acumen - Customer and Client Focus - Oral Communications - Problem Solving - Account Management - Client Experience Branding - Client Management - Client Solutions Advisory - Relationship Building - Business Development - Pipeline Management - Prospecting - Referral Identification - Referral Management **Minimum Education Requirement:** - High School Diploma / GED / Secondary School or equivalent _The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Loan Originators_ **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
    $32k-38k yearly est. 6d ago
  • Emerging Middle Market Commercial Banker VP

    Jpmorgan Chase & Co 4.8company rating

    Personal banker job in San Diego, CA

    A leading global financial services firm is seeking a Commercial Banker in San Diego, CA. The ideal candidate will have over five years of experience in lending and strong client relationship management skills. The role includes championing client-centric solutions and collaborating with internal partners to grow profitable relationships. A bachelor's degree is preferred. This position offers the opportunity to directly impact market growth and innovation strategies. #J-18808-Ljbffr
    $64k-112k yearly est. 2d ago

Learn more about personal banker jobs

How much does a personal banker earn in Redding, CA?

The average personal banker in Redding, CA earns between $30,000 and $50,000 annually. This compares to the national average personal banker range of $29,000 to $48,000.

Average personal banker salary in Redding, CA

$39,000
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