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Robert Half Logo Robert Half · Banking

Personal Banker

United States, San Jose · Job Posted February 23, 2026
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Job Description

We are seeking an experienced Personal Banker who comes directly from a banking institution and has a proven background in retail or consumer banking. This individual will support clients with day‑to‑day banking needs, offer tailored financial solutions, and deliver exceptional customer service while upholding compliance and operational standards here in San Jose.

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

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

What we offer

  • medical, vision, dental, and life and disability insurance
  • eligible to enroll in our company 401(k) plan
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