14 Personal Banker Jobs in San Jose, CA
Star One Credit Union is Hiring a Personal Banker Near San Jose, CA
- 401(k) Plan, Match, and Profit Sharing
- Annual Wellness Benefit
- Education Assistance
- Employee Loan Discounts
- Medical, Dental, and Vision (Effective date of hire)
- Paid Holidays
- Paid Time Off Program
- Staff Incentive Variable Pay (Bonus)
- Responsible for providing consultative member support during the new account and consumer loan application process.
- Reviews and analyzes loan applications and supporting documentation.
- Advises members of policies, rates and terms.
- Acts as a primary contact for members by providing application status and collecting documentation.
- Books consumer loans, disburses funds and explains loan documents and approved loan terms.
- Completes member requests for loan modifications.
- Provides account and loan servicing support as needed.
- Stays informed of all products, services and operational procedures.
- Supports community and business development efforts.
- Processes all transaction requests and provides assistance to other branches and departments as needed.
- Two to four years of current and progressive experience within a financial institution, preferably in a personal banking role.
- Sales and service experience in a branch environment is preferred.
- Bachelor’s degree in Business Administration, Accounting, Finance, or the equivalent level of education and experience.
- Notary designation required. Mortgage Loan Originator (MLO) registration is required upon employment.
- Requires strong written and verbal communications skills.
- Ability to learn and retain banking regulatory information and requirements.
- Must be proficient with technology (computers, iPads, mobile phones, tablets) and Microsoft Office applications.
- Fosters and maintains a strong service culture by providing excellent internal and external service.
- Ability to work in a fast-paced environment while handling multiple tasks and competing priorities.
- Must be a strong team player with the ability to work in a diverse group or as an individual contributor.
Job Summary
Full Time
Business Services
$79k-104k (estimate)
04/01/2023
06/02/2024
starone.org
FORT COLLINS, CO
100 - 200
1956
VADIM MALKOV
$200M - $500M
Business Services
Related Companies
About Star One Credit Union
Members of Star One Credit Union are part of one of Silicon Valley's largest, member-owned financial institutions. We serve more than 114,000 members worldwide with a mission to improve each member's life by delivering valuable financial services. As a member-owned cooperative, our members enjoy money-saving benefits like higher yields on savings accounts, lower interest rates on loans, and low or no fees on products and services like checking, credit cards and real estate loans. SUPERIOR SERVICE Our focus on member satisfaction is what sets Star One apart over 97% of members surveyed say the...y would refer a member to Star One, and over 96% are satisfied or extremely satisfied with Star Ones service. MEMBERSHIP Membership is open to Individuals who live, work or attend school in Santa Clara County; employees of Select Employee Groups; and immediate family members of current members. Member deposits are federally insured by the National Credit Union Administration (NCUA) and Star One is an Equal Housing Lender. CAREERS Our employees are our greatest asset. If you're considering a career in financial services, you will find that we offer rewarding opportunities in a stimulating and friendly environment. Join our team and see how our generous compensation and benefits package reflects the high value we place on our employees. See current available positions at https://www.starone.org/careers/ PRIVATE OR CONFIDENTIAL INFORMATION We welcome your comments, however our LinkedIn page is NOT a customer service channel. Please do not provide any of your specific account details or other personal information. If you need help with your account or a service, please contact Star One at (866) 543-5202 or (408) 543-5202. Or visit www.starone.org. DISCLAIMER - LinkedIn is owned by third parties unaffiliated with Star One. Star One is not responsible for the privacy or security policies at these sites or other third party sites that may be linked to from within them.
More
Show less
The job skills required for Personal Banker include Financial Services, Business Development, Consumer Loans, Verbal Communication, 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.
Similar Jobs
Popular Articles
