5 Personal Banker Jobs in Escondido, CA
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Comerica Bank is Hiring a Personal Banker Near Escondido, CA
- Health, Dental, Vision and Life Insurance
- Flexible Spending Accounts (FSA) and Health Savings Accounts (HSA)
- Comerica Funded Retirement Plan and 401(K) Matching Tuition Assistance
- - Full Time Only
- The opportunity for career advancement
The Personal Banker focuses on using the consultative sales process to proactively identify and meet the financial needs of customers or prospects. The Personal Banker maintains focus on acquiring new customers and deepening existing customer relationships through a variety of activities. This role is responsible for processing teller transactions as well as working as a member of the platform staff.
- Use consultative sales process for new and existing customers to identify current and future potential financial needs, with a focus on cross-selling Comerica's various product offerings.
- Always do the right thing for customers and colleagues to ensure a positive customer experience.
- Establish close working relationships with business partners to maximize customer relationship with Comerica Bank.
- Control losses by following policies and procedures.
- Utilizes approval authority for approving transactions.
- Provide transactional customer service, and process deposits, withdrawals, and payments.
- Respond with confidence to customer questions; follow through and own customer issues.
- Maintain knowledge on all policies, procedures, and products.
- This position's work schedule may require frequent Saturday rotations and requires the lifting and movement of currency/coin packages weighing up to 25 pounds.
- High School Diploma/GED and 2 years of Customer Service experience
- 1 year of experience in Retail or Financial sales OR 1 year of experience in Consumer/Business sales development experience
- 1 year of experience utilizing Microsoft Office Products including Word, Excel, and Power Point
- Associate's degree from accredited college OR 60 college credits
Monday-Thursday 8:30am-5:30pm; Friday 8:30am-6:30pm; Saturday 8:30am-1:30pm; Full time hours will be scheduled within hours listed.
Job Summary
Full Time
Banking
$86k-118k (estimate)
06/19/2023
05/05/2024
comericabanktower.com
DALLAS, TX
7,500 - 15,000
1973
RALPH W BABB JR
$3B - $5B
Banking
Related Companies
The job skills required for Personal Banker include Customer Service, Customer Relationship, Life Insurance, Futures, etc. Having related job skills and expertise will give you an advantage when applying to be a Personal Banker. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Personal Banker. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Personal Banker positions, which can be used as a reference in future career path planning. As a Personal Banker, it can be promoted into senior positions as a Private Banker III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Personal Banker. You can explore the career advancement for a Personal Banker below and select your interested title to get hiring information.
If you are interested in becoming a Personal Banker, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Personal Banker for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Personal Banker job description and responsibilities
The personal banker examines a client's assets, suggests additional banking services, and offers solutions when consulted about financial needs.
12/13/2021: Salt Lake City, UT
Customers typically receive help and advice when completing loan applications and may even find that the loan application process can be streamlined with a personal banker's guidance.
12/09/2021: Pocatello, ID
Personal bankers are expected to sell financial products and services to clients or refer them to other departments within the bank.
02/14/2022: Macon, GA
The bank assigns a personal banker goals for selling products such as vacation savings accounts, credit cards, certificates of deposit, loans and paperless banking.
01/16/2022: Nassau, NY
At the end of the day, personal bankers are employees of the banks that they work for and are expected to meet the KPIs set for them.
02/14/2022: Saint Paul, MN
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Personal Banker jobs
Personal bankers should focus on financial analysis and accounting.
12/08/2021: Lima, OH
Small or large, credit unions and banks rely on personal bankers to build and solidify their relationship with people who have accounts and loans with them.
01/03/2022: Appleton, WI
Personal bankers usually must register with National Mortgage Licensing System and Registry, or NMLS.
01/01/2022: Memphis, TN
Provides knowledge of financing, loans, and personal banking.
01/23/2022: Youngstown, OH
A personal banker may refer his clients to other bank experts.
03/04/2022: Fayetteville, NC
Step 3: View the best colleges and universities for Personal Banker.
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