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Personal Banker

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Robert Half

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Location:
United States , Cerritos

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Category:
Banking

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Contract Type:
Not provided

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Salary:

Not provided
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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
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