7 Personal Banker Jobs in Walnut Creek, CA
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PCU Internal is Hiring a Personal Banker Near Walnut Creek, CA
Provident Credit Union's reputation depends on our Personal Account Officers. If you enjoy the challenges of a diverse set of financial responsibilities in an environment that lets you expand your professional career, then let us hear from you. We'd love to have you onboard.
As a Personal Account Officer working directly under the Branch Manager or Assistant Branch Manager, you'll be essential in developing new deposit and loan business. Equipped with advanced knowledge of all Credit Union products and services, you'll guide members through a variety of transactions. You'll also seek out future members through business development and community activities.
Job requirements
Two years of proven sales and service experience, preferably in financial services
Experience making effective outbound telephone calls
Knowledge of Credit Union products and services, including deposit accounts and consumer and real estate loans
The position demands maturity, flexibility, prior banking experience and someone ready to contribute at a high level -- and the rewards come with it.
Fully paid health insurance premiums
Quality medical, dental and vision care coverage
401(k) retirement plan with matching employer contributions
Strong commitment to investing in your career and educational advancement by offering up to 100% tuition reimbursement for approved courses
Incentive plan
Generous paid time off and paid holidays
Flexible spending accounts
Short and long-term disability coverage
Life and AD&D insurance
Provident membership
Rate discount on home and auto loans
In-house training
And much more!
Join us at Provident Credit Union as a Personal Account Officer. Discover new challenges in a rewarding atmosphere that helps you grow professionally.
What you’ll bring to the position:
Great energy and a level head.
The desire and ability to learn new things.
Good computer skills – and it’s a plus if you’re familiar with Microsoft Word and Excel.
Get to know our members and our culture while working in several settings. As branch positions open up, you’ll have opportunity to apply for them.
Compensation:
Pay Grade is P1. This position is eligible for profit sharing bonus twice a year.
Pay Range - min $52,508.44 mid $66,950.84 max $81,393.24
Provident is an Equal Opportunity Employer
We are a winner of the Bay Area News Group Top Work Place in 2017- 2022. Check us out on Glassdoor
Job Summary
Full Time
$93k-124k (estimate)
07/21/2022
06/03/2023
The job skills required for Personal Banker include Customer Service, Cash Handling, 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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