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Personal Banking Officer at Financial Partners Credit Union
Seal Beach, California, United States - Full Time
Skills Needed
Personal Banking, Loan Processing, Business Development, Account Opening, Customer Service, Financial Product Knowledge, Microsoft Office, Outlook, Excel, Word, Communication Skills, Data Entry
Specialization
Candidates should have at least 6 months of related platform sales or financial experience and proficiency in Microsoft Office. A Bachelor's degree is preferred, along with strong verbal and written communication skills.
Universal Banker-Floater at Guaranty Bank & Trust
Batesville, Mississippi, United States - Full Time
Skills Needed
Retail Banking, Customer Service, Business Development, Account Management, Cash Handling, Data Entry, Cross Selling, Financial Regulations, Compliance, Communication, Attention To Detail, Problem Solving, Active Listening, Vault Management, Atm Maintenance
Specialization
Candidates must have a high school diploma or equivalent and 1-2 years of experience in banking, insurance, or a related field. Proficiency in data entry and a strong commitment to accuracy, integrity, and customer service are required.
Personal Banking Officer at Financial Partners Credit Union
Downey, California, United States - Full Time
Skills Needed
Loan Processing, Business Development, Account Opening, Customer Service, Financial Product Knowledge, Sales, Communication Skills, Microsoft Office, Outlook, Excel, Word, Data Entry, Relationship Building
Specialization
Candidates should have a minimum of 6 months of related platform sales or financial experience and possess strong verbal and written communication skills. A Bachelor's degree is preferred, along with proficiency in Microsoft Office and the ability to manage multiple system programs simultaneously.
Personal Banker - Irvine at O. C. Credit Union
Irvine, California, United States - Full Time
Skills Needed
Banking, Customer Service, Sales, Problem Solving, Teller Transactions, New Account Openings, Consumer Lending, Cross Selling, Financial Products, Communication, Tech Savvy, Consultative Approach
Specialization
Candidates must have at least 2 years of recent experience in a bank or credit union, including teller, new account, and consumer lending expertise. Strong sales, communication, and technical skills are required, along with availability to work on Saturdays.
Experience Required
Minimum 2 year(s)
Float Universal Banker I at First Bank Elk River
Elk River, Minnesota, United States - Full Time
Skills Needed
Communication Skills, Multitasking, Problem Solving, Decision Making, Organizational Skills, Math Skills, Computer Aptitude, Customer Service, Sales, Cash Handling, Cross Selling, Account Maintenance
Specialization
Requires previous experience in both teller and sales roles. Candidates must possess strong communication skills and the physical ability to stand for more than 50% of their shift.
Experience Required
Minimum 2 year(s)
Audit Manager Privatbank at coni+partner AG
Zurich, Zurich, Switzerland - Full Time
Skills Needed
Internal Audit, Risk Management, Compliance, Data Analysis, Financial Auditing, Process Auditing, Regulatory Knowledge, Reporting, Coaching, Ms Office, German, English
Specialization
Requires a Bachelor's or Master's degree in Business Administration or Finance, along with certifications such as CIA, CPA, ACCA, or CISA. Candidates must have professional experience in internal audit, risk management, or compliance within the banking or auditing sector.
Experience Required
Minimum 5 year(s)
Banking & Finance Lawyer at Empire Careers
SCBD, New South Wales, Australia - Full Time
Skills Needed
N/A
Qualification
Graduate
Experience Required
Minimum 4 year(s)
Banking Sales Specialist at Jobs for Humanity
Riyadh, Riyadh Region, Saudi Arabia - Full Time
Skills Needed
Banking Sales, Client Acquisition, Relationship Management, Sales Target Achievement, Financial Analysis, Financial Markets Knowledge, Banking Regulations, Sales & Negotiation, Banking Products Expertise, Tailored Solutions, Revenue Growth
Specialization
The role requires a professional with a proven track record in banking sales and expertise in financial products. Candidates must demonstrate strong skills in client relationship management, sales negotiation, and financial analysis.
Experience Required
Minimum 2 year(s)
Universal Banker-Grenada at Guaranty Bank & Trust
Grenada, Mississippi, United States - Full Time
Skills Needed
Retail Banking, Customer Service, Business Development, Account Management, Cash Handling, Cross Selling, Regulatory Compliance, Data Entry, Critical Thinking, Active Listening, Attention To Detail, Financial Product Knowledge
Specialization
A high school diploma is required, with a preference for post-secondary education in Accounting, Finance, or Business. Candidates should have 1-2 years of experience in banking, insurance, or a related field.
Floating Personal Banker at Merchants Bank of Indiana
Richmond, Indiana, United States - Full Time
Skills Needed
Cash Handling, Customer Service, Account Opening, Cross Selling, Basic Math, Verbal Communication, Written Communication, Interpersonal Skills, Microsoft Office, Microsoft Outlook, Organizational Skills, Compliance
Specialization
Candidates must have at least one year of banking cash handling experience and a high school diploma or GED. Proficiency in Microsoft Office and the ability to travel between local branches in Carmel are required.
Banker I Westford Branch at Rockland Trust Career Site
Westford, Massachusetts, United States - Full Time
Skills Needed
Customer Service, Financial Guidance, Cross Selling, Transaction Processing, Account Opening, Consultative Selling, Salesforce, Microsoft Word, Microsoft Excel, Relationship Management, Notary Public, Nmls Certification, Problem Solving, Communication Skills, Organizational Skills, Attention To Detail
Specialization
Requires a two-year degree or equivalent experience and at least one year of sales experience in a financial or retail environment. Candidates must be able to obtain Notary Public and NMLS certifications and be proficient in Microsoft Office.
Experience Required
Minimum 2 year(s)
Client Partner – Banking at Version 1 Cedar
, , United Kingdom - Full Time
Skills Needed
Account Management, Portfolio Management, C Suite Engagement, Consultative Selling, Relationship Management, Digital Transformation, Cloud Services, Data & Ai, Managed Services, Stakeholder Influencing, Negotiation, Strategic Advisory, Banking Domain Knowledge, Regulatory Compliance, Pipeline Development, Client Advocacy
Specialization
Requires over 15 years of experience in account or portfolio management within the banking and financial services sector. Must possess a proven track record of revenue growth and the ability to engage credibly with C-suite stakeholders.
Experience Required
Minimum 10 year(s)
Personal Banking Advisor at Westpac Group
Ashgrove, Queensland, Australia - Full Time
Skills Needed
Customer Service, Relationship Management, Kpi Achievement, Communication Skills, Time Management, Financial Advice, Sales
Specialization
Candidates should have a passion for customer service and a proven ability to meet KPI targets in fast-paced environments. No prior banking experience is required as comprehensive training is provided.
Personal Banking Advisor at Westpac Group
Nowra, New South Wales, Australia - Full Time
Skills Needed
Customer Service, Financial Advice, Relationship Management, Kpi Achievement, Communication, Time Management, Sales, Banking Operations
Specialization
Candidates should have proven experience meeting KPI targets and a passion for customer service. No prior banking experience is required as comprehensive training is provided.
LaCenter Personal Banker at First Community Bank
, Kentucky, United States - Full Time
Skills Needed
Cash Handling, Customer Service, Account Opening, Online Banking Support, Compliance, Cross Selling, Attention To Detail, Communication Skills, Interpersonal Skills, Prioritization
Specialization
Candidates must possess strong communication, interpersonal skills, and a high level of attention to detail. The role requires a self-motivated individual capable of prioritizing tasks effectively.
Bank Teller (Part-Time) at Great Lakes Credit Union
Zion, Illinois, United States - Full Time
Skills Needed
Customer Service, Cash Handling, Communication Skills, Attention To Detail, Microsoft Word, Microsoft Excel, Microsoft Outlook, Financial Advising, Relationship Building, Transaction Processing, Compliance, Account Management
Specialization
Candidates must have a high school diploma or GED and demonstrated experience in cash handling within a retail or financial setting. Proficiency in Microsoft Office and excellent communication skills are required.
Banking Center Manager I at Great Southern Bank
Knoxville, Iowa, United States - Full Time
Skills Needed
Banking Operations, Staff Supervision, Business Development, Customer Service, Regulatory Compliance, Performance Evaluation, Budget Management, Security Procedures, Data Entry, Microsoft Excel, Microsoft Powerpoint, Microsoft Word, Loan Growth, Deposit Growth, Cross Selling, Communication
Specialization
Candidates need a high school diploma or GED, some college, and at least 3 years of related experience including supervisory experience. Required certifications include NMLS registration and a valid driver's license, with a notary license preferred.
Experience Required
Minimum 2 year(s)
Senior Banking Associate at Bank of Utah
Heber City, Utah, United States - Full Time
Skills Needed
Consumer Lending, Business Lending, Fiduciary Account Management, Foreign Exchange Transactions, Client Relationship Management, Coaching And Mentoring, Regulatory Compliance, Operational Risk Management, Deposit Book Management, Conflict Resolution, Financial Servicing, Onboarding
Specialization
Requires a high school diploma and at least three years of experience in banking or financial services. Candidates must demonstrate expertise in lending functions, complex client issue resolution, and team development.
Experience Required
Minimum 2 year(s)
Banking CSR/New Accounts at Somerset Regal Bank
Bound Brook, New Jersey, United States - Full Time
Skills Needed
Customer Service, Account Management, Bank Telling, Wire Transfers, Retirement Accounts, Estate And Trust Assistance, Product Promotion, Regulatory Compliance, Fiserv Cleartouch, Safe Deposit Box Management
Specialization
Candidates must have at least one year of experience in a domestic Bank Teller role. A Mortgage Loan Originator (MLO) identification number may be required post-hire.
Business Banking Manager at Westpac Group
Sydney, New South Wales, Australia - Full Time
Skills Needed
Business Banking, Lending, Credit Risk, Compliance, Relationship Management, Networking, Sales, Customer Service, Portfolio Management, Sme Lending
Specialization
Requires proven experience in business banking with solid lending knowledge and a good understanding of credit risk and compliance. Candidates must demonstrate the ability to build client relationships and proactively target new business.
Experience Required
Minimum 5 year(s)
Personal Banking Officer at Financial Partners Credit Union
Seal Beach, California, United States -
Full Time


Start Date

Immediate

Expiry Date

31 Jul, 26

Salary

0.0

Posted On

02 May, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Personal banking, Loan processing, Business development, Account opening, Customer service, Financial product knowledge, Microsoft Office, Outlook, Excel, Word, Communication skills, Data entry

Industry

Banking

Description
Financial Partners Credit Union, recognized as a Top Workplace by USA Today, the Orange County Register, and the Los Angeles Times, and named one of the Best Credit Unions to Work For by American Banker and one of the Best Credit Unions in California by Forbes, is seeking a motivated and service-focused professional to join our team as a Personal Banking Officer supporting our Seal Beach Branch.   As a Personal Banker, you will be assisting members with various loan options, explaining features of all our products and services, opening accounts and referring members for financial planning, investments and insurance products. Primary duties of this unique opportunity are as follows:   DUTIES: * Process mortgage and consumer loan applications, prepare documentation as appropriate and fund loans. * Grow membership through outside business development efforts and generating new Select Employer Groups. * Open and close checking, savings, money market, CD’s, IRA’s following credit union policies and procedures. * Present and discuss features and benefits of all CU products and services * Educate members on all the services available to them. * Build multiple service profitable member relationships EDUCATION/EXPERIENCE: * Bachelor’s Degree preferred. * Minimum 6 months of related platform sales experience or financial experience. * Good verbal and written communications skills. Must be able to read and write English. Must be able to input, extract and read data and Standard English on a PC. * Proficient in Microsoft Office: Outlook, Excel and Word * Must be able to use multiple system programs simultaneously   The pay range for this position is listed above. Our pay ranges are designed to allow for candidates with various levels of experience and skill to be considered, and to allow room for growth to be achieved in a role over time. Generally, new hire salary offers fall within the minimum to midpoint of a pay range for many candidates. Any offer extended to a candidate will be based upon their individual combination of experience, knowledge, skills, and education as well as internal equity.   Financial Partners Credit Union is an equal opportunity employer and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.  
Responsibilities
The Personal Banking Officer will assist members with loan applications, account management, and financial product education. They are also responsible for driving membership growth through business development and community outreach.
Personal Banking Officer at Financial Partners Credit Union
Seal Beach, California, United States - Full Time
Skills Needed
Personal Banking, Loan Processing, Business Development, Account Opening, Customer Service, Financial Product Knowledge, Microsoft Office, Outlook, Excel, Word, Communication Skills, Data Entry
Specialization
Candidates should have at least 6 months of related platform sales or financial experience and proficiency in Microsoft Office. A Bachelor's degree is preferred, along with strong verbal and written communication skills.
Universal Banker-Floater at Guaranty Bank & Trust
Batesville, Mississippi, United States - Full Time
Skills Needed
Retail Banking, Customer Service, Business Development, Account Management, Cash Handling, Data Entry, Cross Selling, Financial Regulations, Compliance, Communication, Attention To Detail, Problem Solving, Active Listening, Vault Management, Atm Maintenance
Specialization
Candidates must have a high school diploma or equivalent and 1-2 years of experience in banking, insurance, or a related field. Proficiency in data entry and a strong commitment to accuracy, integrity, and customer service are required.
Personal Banking Officer at Financial Partners Credit Union
Downey, California, United States - Full Time
Skills Needed
Loan Processing, Business Development, Account Opening, Customer Service, Financial Product Knowledge, Sales, Communication Skills, Microsoft Office, Outlook, Excel, Word, Data Entry, Relationship Building
Specialization
Candidates should have a minimum of 6 months of related platform sales or financial experience and possess strong verbal and written communication skills. A Bachelor's degree is preferred, along with proficiency in Microsoft Office and the ability to manage multiple system programs simultaneously.
Personal Banker - Irvine at O. C. Credit Union
Irvine, California, United States - Full Time
Skills Needed
Banking, Customer Service, Sales, Problem Solving, Teller Transactions, New Account Openings, Consumer Lending, Cross Selling, Financial Products, Communication, Tech Savvy, Consultative Approach
Specialization
Candidates must have at least 2 years of recent experience in a bank or credit union, including teller, new account, and consumer lending expertise. Strong sales, communication, and technical skills are required, along with availability to work on Saturdays.
Experience Required
Minimum 2 year(s)
Float Universal Banker I at First Bank Elk River
Elk River, Minnesota, United States - Full Time
Skills Needed
Communication Skills, Multitasking, Problem Solving, Decision Making, Organizational Skills, Math Skills, Computer Aptitude, Customer Service, Sales, Cash Handling, Cross Selling, Account Maintenance
Specialization
Requires previous experience in both teller and sales roles. Candidates must possess strong communication skills and the physical ability to stand for more than 50% of their shift.
Experience Required
Minimum 2 year(s)
Audit Manager Privatbank at coni+partner AG
Zurich, Zurich, Switzerland - Full Time
Skills Needed
Internal Audit, Risk Management, Compliance, Data Analysis, Financial Auditing, Process Auditing, Regulatory Knowledge, Reporting, Coaching, Ms Office, German, English
Specialization
Requires a Bachelor's or Master's degree in Business Administration or Finance, along with certifications such as CIA, CPA, ACCA, or CISA. Candidates must have professional experience in internal audit, risk management, or compliance within the banking or auditing sector.
Experience Required
Minimum 5 year(s)
Banking & Finance Lawyer at Empire Careers
SCBD, New South Wales, Australia - Full Time
Skills Needed
N/A
Qualification
Graduate
Experience Required
Minimum 4 year(s)
Banking Sales Specialist at Jobs for Humanity
Riyadh, Riyadh Region, Saudi Arabia - Full Time
Skills Needed
Banking Sales, Client Acquisition, Relationship Management, Sales Target Achievement, Financial Analysis, Financial Markets Knowledge, Banking Regulations, Sales & Negotiation, Banking Products Expertise, Tailored Solutions, Revenue Growth
Specialization
The role requires a professional with a proven track record in banking sales and expertise in financial products. Candidates must demonstrate strong skills in client relationship management, sales negotiation, and financial analysis.
Experience Required
Minimum 2 year(s)
Universal Banker-Grenada at Guaranty Bank & Trust
Grenada, Mississippi, United States - Full Time
Skills Needed
Retail Banking, Customer Service, Business Development, Account Management, Cash Handling, Cross Selling, Regulatory Compliance, Data Entry, Critical Thinking, Active Listening, Attention To Detail, Financial Product Knowledge
Specialization
A high school diploma is required, with a preference for post-secondary education in Accounting, Finance, or Business. Candidates should have 1-2 years of experience in banking, insurance, or a related field.
Floating Personal Banker at Merchants Bank of Indiana
Richmond, Indiana, United States - Full Time
Skills Needed
Cash Handling, Customer Service, Account Opening, Cross Selling, Basic Math, Verbal Communication, Written Communication, Interpersonal Skills, Microsoft Office, Microsoft Outlook, Organizational Skills, Compliance
Specialization
Candidates must have at least one year of banking cash handling experience and a high school diploma or GED. Proficiency in Microsoft Office and the ability to travel between local branches in Carmel are required.
Banker I Westford Branch at Rockland Trust Career Site
Westford, Massachusetts, United States - Full Time
Skills Needed
Customer Service, Financial Guidance, Cross Selling, Transaction Processing, Account Opening, Consultative Selling, Salesforce, Microsoft Word, Microsoft Excel, Relationship Management, Notary Public, Nmls Certification, Problem Solving, Communication Skills, Organizational Skills, Attention To Detail
Specialization
Requires a two-year degree or equivalent experience and at least one year of sales experience in a financial or retail environment. Candidates must be able to obtain Notary Public and NMLS certifications and be proficient in Microsoft Office.
Experience Required
Minimum 2 year(s)
Client Partner – Banking at Version 1 Cedar
, , United Kingdom - Full Time
Skills Needed
Account Management, Portfolio Management, C Suite Engagement, Consultative Selling, Relationship Management, Digital Transformation, Cloud Services, Data & Ai, Managed Services, Stakeholder Influencing, Negotiation, Strategic Advisory, Banking Domain Knowledge, Regulatory Compliance, Pipeline Development, Client Advocacy
Specialization
Requires over 15 years of experience in account or portfolio management within the banking and financial services sector. Must possess a proven track record of revenue growth and the ability to engage credibly with C-suite stakeholders.
Experience Required
Minimum 10 year(s)
Personal Banking Advisor at Westpac Group
Ashgrove, Queensland, Australia - Full Time
Skills Needed
Customer Service, Relationship Management, Kpi Achievement, Communication Skills, Time Management, Financial Advice, Sales
Specialization
Candidates should have a passion for customer service and a proven ability to meet KPI targets in fast-paced environments. No prior banking experience is required as comprehensive training is provided.
Personal Banking Advisor at Westpac Group
Nowra, New South Wales, Australia - Full Time
Skills Needed
Customer Service, Financial Advice, Relationship Management, Kpi Achievement, Communication, Time Management, Sales, Banking Operations
Specialization
Candidates should have proven experience meeting KPI targets and a passion for customer service. No prior banking experience is required as comprehensive training is provided.
LaCenter Personal Banker at First Community Bank
, Kentucky, United States - Full Time
Skills Needed
Cash Handling, Customer Service, Account Opening, Online Banking Support, Compliance, Cross Selling, Attention To Detail, Communication Skills, Interpersonal Skills, Prioritization
Specialization
Candidates must possess strong communication, interpersonal skills, and a high level of attention to detail. The role requires a self-motivated individual capable of prioritizing tasks effectively.
Bank Teller (Part-Time) at Great Lakes Credit Union
Zion, Illinois, United States - Full Time
Skills Needed
Customer Service, Cash Handling, Communication Skills, Attention To Detail, Microsoft Word, Microsoft Excel, Microsoft Outlook, Financial Advising, Relationship Building, Transaction Processing, Compliance, Account Management
Specialization
Candidates must have a high school diploma or GED and demonstrated experience in cash handling within a retail or financial setting. Proficiency in Microsoft Office and excellent communication skills are required.
Banking Center Manager I at Great Southern Bank
Knoxville, Iowa, United States - Full Time
Skills Needed
Banking Operations, Staff Supervision, Business Development, Customer Service, Regulatory Compliance, Performance Evaluation, Budget Management, Security Procedures, Data Entry, Microsoft Excel, Microsoft Powerpoint, Microsoft Word, Loan Growth, Deposit Growth, Cross Selling, Communication
Specialization
Candidates need a high school diploma or GED, some college, and at least 3 years of related experience including supervisory experience. Required certifications include NMLS registration and a valid driver's license, with a notary license preferred.
Experience Required
Minimum 2 year(s)
Senior Banking Associate at Bank of Utah
Heber City, Utah, United States - Full Time
Skills Needed
Consumer Lending, Business Lending, Fiduciary Account Management, Foreign Exchange Transactions, Client Relationship Management, Coaching And Mentoring, Regulatory Compliance, Operational Risk Management, Deposit Book Management, Conflict Resolution, Financial Servicing, Onboarding
Specialization
Requires a high school diploma and at least three years of experience in banking or financial services. Candidates must demonstrate expertise in lending functions, complex client issue resolution, and team development.
Experience Required
Minimum 2 year(s)
Banking CSR/New Accounts at Somerset Regal Bank
Bound Brook, New Jersey, United States - Full Time
Skills Needed
Customer Service, Account Management, Bank Telling, Wire Transfers, Retirement Accounts, Estate And Trust Assistance, Product Promotion, Regulatory Compliance, Fiserv Cleartouch, Safe Deposit Box Management
Specialization
Candidates must have at least one year of experience in a domestic Bank Teller role. A Mortgage Loan Originator (MLO) identification number may be required post-hire.
Business Banking Manager at Westpac Group
Sydney, New South Wales, Australia - Full Time
Skills Needed
Business Banking, Lending, Credit Risk, Compliance, Relationship Management, Networking, Sales, Customer Service, Portfolio Management, Sme Lending
Specialization
Requires proven experience in business banking with solid lending knowledge and a good understanding of credit risk and compliance. Candidates must demonstrate the ability to build client relationships and proactively target new business.
Experience Required
Minimum 5 year(s)
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