CrawlJobs Logo

Personal Banker

https://www.roberthalf.com Logo

Robert Half

Location Icon

Location:
United States , Cerritos

Category Icon
Category:
Banking

Job Type Icon

Contract Type:
Not provided

Salary Icon

Salary:

Not provided
Save Job
Save Icon
Apply Position

Job Description:

We are looking for a customer-oriented Personal Banker to join our client's team on a contract basis in Cerritos, California. The Personal Banker delivers exceptional customer experience, builds relationships, and helps small business customers succeed financially. Also, the Personal Banker engages customers to probe and understand their financial needs and present products, services and mobile options that align with those needs and complies with Federal and state law policies and procedures.

Job Responsibility:

  • Provides excellent customer service and operational quality
  • Achieves high level standards with work processes and outcomes
  • completes servicing transactions accurately and efficiently, which may include, maintaining a cash drawer, cash handling and balancing
  • Monitors and checks work for precision, clarity, and completeness
  • produces quality results
  • Manages and oversees branch customer accounts, including opening, closing, and monitoring of transactions
  • Processes customers’ deposits, withdrawals, cash advances, stop payments, blocks, wire transfers and any other transaction needed by the customer
  • Develops strong knowledge of bank products and services
  • recommends bank services that align with customer needs and cross sells effectively
  • Leverages tools and resources to ensure accurate and consistent information of bank products and services and connects those to customer needs
  • Researches customer inquiries and ensures satisfactory resolution
  • Resolves technical and tactical issues related to account opening process, teller and customer service transactions
  • Analyzes customer information to identify opportunities for growth and expansion of services and advises Branch management
  • Assists management with planning and execution of visibility activities to achieve Branch business targets, including sales/marketing and advertising campaigns
  • Conducts followup calls for assessing customer service and for growing customer portfolio
  • Sets up and attends customer appointments relating to assistance with new and existing accounts
  • Maintains records/ log for various follow up calls/ lead generation etc. as applicable
  • Supports Bank compliance efforts by completing compliance and other technical training workshops as assigned
  • Ensures compliance with all Bank policies and procedures, as well as applicable state and federal banking regulations including but not limited to: BSA and OFAC requirements, Regulation E, Regulation GG, and ACH Rules
  • Reviews reports to detect Suspicious Activity and files required reports to the BSA Officer or designee as found
  • Adheres to Bank policies and procedures and complies with all United States Federal and State Regulations including the Bank Secrecy Act, AntiMoney Laundering Act, Elder Abuse Law, PATRIOT Act, and OFAC laws and their implementing regulations
  • Complies with Wage and Hour regulations, including but not limited to taking meal and rest periods timely, recording time accurately, and reviewing/approving timecard
  • Regular and punctual attendance is required

Requirements:

  • High School diploma or equivalent
  • Minimum 1 year of Branch Banking Experience and/or Training
  • Equivalent combination of education and experience
  • Experience working in a highvolume cash handling environment, sales, marketing or business development or equivalent combination of education and experience
  • Knowledge of Federal Banking regulations pertaining to customer accounts
  • Experience with FIS core banking applications or other banking software
  • Excellent verbal and written communication skills
  • Must have excellent customer service skills and be able to work well independently and in teams
  • Must be well organized and selfdriven to meet deadlines

Nice to have:

  • Prior experience in cash handling or customer-facing positions is advantageous
  • Ability to adhere to banking regulations
  • Strong skills in time management, communication, and problem-solving
  • Proficiency in basic math and familiarity with standard computer software
  • Detail-oriented mindset with a focus on accuracy and accountability
  • Sales aptitude to effectively recommend banking products and services
What we offer:
  • medical, vision, dental, and life and disability insurance
  • eligible to enroll in our company 401(k) plan

Additional Information:

Job Posted:
March 22, 2026

Work Type:
On-site work
Icon
Robert Half - All Job Offers
Job Link Share:
Copy Link Icon
Facebook Icon Twitter Icon LinkedIn Icon

Looking for more opportunities? Search for other job offers that match your skills and interests.

Briefcase Icon

Similar Jobs for Personal Banker

Personal Banker

Wells Fargo is seeking an Associate Personal Banker (SAFE) for their National Br...
Location
Location
United States , Livingston
Salary
Salary:
Not provided
https://www.wellsfargo.com/ Logo
Wells Fargo
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Job Responsibility
Job Responsibility
  • Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially
  • assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications
  • receive direction from managers and exercise judgement within defined policies and procedures
  • develop understanding of bank products and services to connect to customers' needs
  • interact with customers to demonstrate care and build relationships
  • provide appropriate options for bank products and services to customer
  • refer customers' financial needs to other bankers and partners as needed
What we offer
What we offer
  • Competitive salary
  • robust benefits package
  • programs to support your work-life balance and well-being
  • Fulltime
Read More
Arrow Right

Personal Banker

We are seeking an experienced Personal Banker who comes directly from a banking ...
Location
Location
United States , San Jose
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Must have prior Personal Banker experience (required)
  • Must come from a banking institution such as a regional bank, national bank, or credit union (required)
  • Strong knowledge of deposit products, consumer banking regulations, and branch operations
  • Excellent customer service, communication, and problem‑solving skills
  • Ability to work in a fast-paced retail banking environment
  • Comfortable with sales goals, referrals, and customer outreach
  • Strong attention to detail and accuracy
Job Responsibility
Job Responsibility
  • Serve as the primary point of contact for clients regarding personal banking needs
  • Open and maintain deposit accounts including checking, savings, CDs, and IRAs
  • Assist clients with online banking, debit card issues, account maintenance, and general inquiries
  • Educate customers on banking products and recommend appropriate financial solutions
  • Cross‑sell banking services such as credit cards, consumer loans, overdraft protection, and digital tools
  • Process transactions, resolve account issues, and ensure high accuracy in daily operations
  • Maintain compliance with bank policies, security standards, and regulatory requirements
  • Build long-term client relationships based on trust, professionalism, and service excellence
What we offer
What we offer
  • medical, vision, dental, and life and disability insurance
  • eligible to enroll in our company 401(k) plan
Read More
Arrow Right
New

Roving Personal Banker

Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) for our Nation...
Location
Location
United States , St. George; Hurricane
Salary
Salary:
Not provided
https://www.wellsfargo.com/ Logo
Wells Fargo
Expiration Date
March 26, 2026
Flip Icon
Requirements
Requirements
  • 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • This position requires SAFE registration at the time of employment
  • Ability to travel 100% of the time within the district
  • Ability to work a schedule that may include most Saturdays
  • This position is not eligible for Visa sponsorship
Job Responsibility
Job Responsibility
  • Provide support across a variety of branch locations within a specific geography where a banker or teller is out of the office or to temporarily cover vacancies
  • Be flexible and adaptable to changing priorities and new surroundings while meeting customer needs
  • Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially
  • Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications
  • Receive direction from managers and exercise judgement within defined policies and procedures
  • Develop understanding of bank products and services to connect to customers' needs
  • Interact with customers to demonstrate care and build relationships
  • Provide appropriate options for bank products and services to customer
  • Refer customers' financial needs to other bankers and partners as needed
  • Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed
What we offer
What we offer
  • robust benefits
  • competitive compensation
  • programs designed to help you find work-life balance and well-being
  • reimbursement for mileage is provided
  • Fulltime
!
Read More
Arrow Right
New

Personal Banker

This role supports a regional financial institution (Credit Union or regional Ba...
Location
Location
United States , San Francisco
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • BS degree in business or a related field, or equivalent relevant experience
  • At least seven years of relevant experience in banking operations
Job Responsibility
Job Responsibility
  • Perform daily branch functions including teller transactions, wire processing, cash handling, debit card support, and other routine account‑servicing activities
  • Meet with clients in person and by phone to understand their banking needs, explain available products, and support onboarding and setup of new services
  • Maintain, service, and open consumer and business accounts while ensuring compliance with all regulatory standards such as BSA, KYC, and internal operational policies
  • Handle client inquiries by researching issues, resolving discrepancies, managing escalations, and assisting through various communication channels, including shared email inboxes and digital service tools
What we offer
What we offer
  • medical
  • vision
  • dental
  • life and disability insurance
  • 401(k) plan
Read More
Arrow Right

Entitlement advocate

The Enrollment Medicaid Specialists provides Healthfirst’ s Medicare Advantage P...
Location
Location
United States , New York
Salary
Salary:
48600.00 - 65960.00 USD / Year
healthfirst.org Logo
Healthfirst
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • High school diploma or GED from an accredited institution
  • Member facing or customer service experience
  • Be able to work 9am-5:30pm schedule
  • Be able to travel throughout the 5 boroughs, Westchester, Orange, Sullivan, Rockland, and Nassau County
  • Capability to work in a Hybrid Schedule (remote/office/field)
  • Tech Savvy computer skills such as Microsoft Office Suites: Outlook, Excel, Word, PowerPoint
  • Bilingual
  • Be able to communicate and engage with the leadership team on virtual platforms such as Zoom or Microsoft Teams chat as well as in person
Job Responsibility
Job Responsibility
  • Handle inbound and outbound calls to and from customers to address their needs while adhering to our service level goals
  • Screen all incoming calls and handles accordingly
  • Transfer calls to appropriate staff, unit, or department
  • Assist callers requesting assistance with Medicaid Renewal application, Medicare Savings Program application, and New Medicaid Applications
  • Outreach Senior Health Partners, CompleteCare, and Life Improvement Plan members according to approved scripts
  • Research ePACES and/or Marx for Medicaid and Medicare eligibility, exclusion, and exemption codes
  • Consult with HRA Medicaid staff as needed and report to supervisor any need for HRA consultation
  • Document all client calls /outcomes in database systems
  • Schedule appointments to see members/prospects out in the field to assist with Medicaid Issue or restriction code removals or demographic information changes
  • Educate potential members on Senior Health Partners, Long term care plan benefits answering questions regarding plan’s features and benefits as well as go through eligibility and requirement for enrollment
What we offer
What we offer
  • medical, dental and vision coverage, incentive and recognition programs, life insurance, and 401k contributions
  • Fulltime
Read More
Arrow Right
New

Roving Personal Banker

Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) for our Nation...
Location
Location
United States , Larchmont; Ardsley; Bronx; Eastchester; Mamaroneck; Rye Brook; Scarsdale; White Plains; Yonkers
Salary
Salary:
23.00 - 31.00 USD / Hour
https://www.wellsfargo.com/ Logo
Wells Fargo
Expiration Date
March 30, 2026
Flip Icon
Requirements
Requirements
  • 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Job Responsibility
Job Responsibility
  • Provide support across a variety of branch locations within a specific geography where a banker or teller is out of the office or to temporarily cover vacancies
  • Be flexible and adaptable to changing priorities and new surroundings while meeting customer needs
  • Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially
  • Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications
  • Receive direction from managers and exercise judgement within defined policies and procedures
  • Develop understanding of bank products and services to connect to customers' needs
  • Interact with customers to demonstrate care and build relationships
  • Provide appropriate options for bank products and services to customer
  • Refer customers' financial needs to other bankers and partners as needed
  • This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below
What we offer
What we offer
  • Health benefits
  • 401(k) Plan
  • Paid time off
  • Disability benefits
  • Life insurance, critical illness insurance, and accident insurance
  • Parental leave
  • Critical caregiving leave
  • Discounts and savings
  • Commuter benefits
  • Tuition reimbursement
  • Fulltime
Read More
Arrow Right
New

Associate Roving Personal Banker

Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) for our Nation...
Location
Location
United States , Philadelphia; Abington; Dresher; Horsham; Maple Glen; Rockledge; Warminster; Bensalem
Salary
Salary:
Not provided
https://www.wellsfargo.com/ Logo
Wells Fargo
Expiration Date
March 21, 2026
Flip Icon
Requirements
Requirements
  • 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Job Responsibility
Job Responsibility
  • Provide support across a variety of branch locations within a specific geography where a banker or teller is out of the office or to temporarily cover vacancies
  • Be flexible and adaptable to changing priorities and new surroundings while meeting customer needs
  • Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially
  • Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications
  • Receive direction from managers and exercise judgement within defined policies and procedures
  • Develop understanding of bank products and services to connect to customers' needs
  • Interact with customers to demonstrate care and build relationships
  • Provide appropriate options for bank products and services to customer
  • Refer customers' financial needs to other bankers and partners as needed
What we offer
What we offer
  • robust benefits
  • competitive compensation
  • programs designed to help you find work-life balance and well-being
  • reimbursement for mileage
  • Fulltime
Read More
Arrow Right
New

Roving Personal Banker

Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) for our Nation...
Location
Location
United States , Roanoke; Danville; Lexington; South Boston; Vinton
Salary
Salary:
Not provided
https://www.wellsfargo.com/ Logo
Wells Fargo
Expiration Date
March 31, 2026
Flip Icon
Requirements
Requirements
  • 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Job Responsibility
Job Responsibility
  • Provide support across a variety of branch locations within a specific geography where a banker or teller is out of the office or to temporarily cover vacancies
  • Be flexible and adaptable to changing priorities and new surroundings while meeting customer needs
  • Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially
  • Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications
  • Receive direction from managers and exercise judgement within defined policies and procedures
  • Develop understanding of bank products and services to connect to customers' needs
  • Interact with customers to demonstrate care and build relationships
  • Provide appropriate options for bank products and services to customer
  • Refer customers' financial needs to other bankers and partners as needed
What we offer
What we offer
  • robust benefits
  • competitive compensation
  • programs designed to help you find work-life balance and well-being
  • rewarded for investing in your community
  • celebrated for being your authentic self
  • empowered to grow
  • reimbursement for mileage
  • Fulltime
Read More
Arrow Right
Jobs by Category
Art and Entertainment Jobs Banking Jobs Call Center Jobs Construction Jobs Consulting Jobs Customer Service Jobs Education Jobs Energy Jobs Finance Jobs Gastronomy Jobs Health and Beauty Jobs Hospitality and Tourism Jobs Human Resources Jobs Insurance Jobs IT - Administration Jobs IT - Software Development Jobs Legal Jobs Logistics Jobs Manufacturing Jobs Marketing, Digital Marketing, SEO, SEM Jobs Media Jobs Nursing Jobs Office Administration Jobs Pharmacy Jobs Physical Work Jobs Public Relations Jobs Public Sector Jobs Purchasing Jobs Quality Control Jobs Real Estate Jobs Research and Development Jobs Sales Jobs
Job Positions Jobs by Country
United States Jobs United Kingdom Jobs India Jobs Canada Jobs Australia Jobs Germany Jobs Ireland Jobs Poland Jobs
Company
Blog About Us Contact
Follow Us
Facebook
X (Twitter)
LinkedIn
Instagram
CrawlJobs Group
ITFlashcards AllDevBlogs
© 2026 CrawlJobs Ltd. All Rights Reserved
Terms & Conditions Privacy Policy