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1 Personal Banker Job in Carmel Valley, CA

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Western Alliance Bank
Carmel Valley, CA | Full Time
10 Months Ago
Personal Banker
Western Alliance Bank Carmel Valley, CA
Full Time | Professional Associations 10 Months Ago
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Western Alliance Bank is Hiring a Personal Banker Near Carmel Valley, CA

Job Title: Personal Banker Location: Carmel Valley What you'll do: The Personal Banker (Universal Banker) is responsible for regularly supporting the Branch Operations Manager; ensures branch operational activities run smoothly and efficiently; promotes business for the Bank by maintaining good customer relations and referring customers to appropriate personnel for new services. The Universal banker is required to be completely knowledgeable and skilled and perform duties in the areas of new accounts, teller, vault, safe deposit and branch operations, and is expected to provide leadership, training and support to less experienced tellers and other staff members. Assures compliance with all Bank policies and procedures, as well as, all applicable state and federal banking regulations. What we are looking for: Provides support to all assigned areas of branch operations where service or assistance is needed. Reinforces the application of superior customer service through his or her own example along with appropriate follow through with involved customers and employees. Receives retail and commercial checking and savings deposits by determining that all necessary deposit documents are in proper form, and issuing receipts. Cashes checks, savings withdrawals and makes cash advances; confirms all necessary documents are properly authorized, are in proper form and are within authorized limits; makes decisions when questionable items are presented for cashing. Promotes and cross-sells the Bank’s products and services by assisting customers in their selection to meet their needs. Establishes proper identification of new customers and determines need and extent of reference investigation. Makes decisions regarding the opening of new accounts; assigns account numbers; completes forms requiring customer signature(s); checks credit history; accepts initial deposits; prepares all documents and items pertaining to checking accounts, savings accounts and certificates of deposit for processing. May participate in assuring quality control in regards to audits and certifications. Will process account activity, determine balances, and resolve problems within given authority. Issues official checks, money orders, traveler’s checks and savings bond applications. Performs safe deposit duties by opening accounts, controlling access, assisting customers and processing affiliated reports. May accept Regulation I disputes acquiring appropriate documentation and signatures and forward to appropriate department for processing. Performs lead duties including assigning and reviewing work for accuracy and completeness, assisting others in resolving problems, approving transactions within authority levels and training others in branch operations. Assists other branch offices in resolving operational inquiries. Receives and processes stop payment and hold orders. Accepts loan, installment and collection payments. Balances cash drawer daily and verifies cash being returned to the vault. Balances teller differences as it relates to general ledger accounts; maintains accurate teller balancing records; balances branch cash totals. Provides effective customer service and assists in resolving problems within given authority. Records, files, microfilms, updates information, prepares wire transfers and sorts mail or reports as required. Gather data and process various reports (e.g., currency transaction, returned items, overdrafts, callbacks, etc.) Processes credit reports, credit card orders, address changes, check and deposit slip orders, endorsement stamp orders, ATM deposits, incoming and outgoing collections, incoming and outgoing wires, FICA payments, credit ratings, certifications, change orders and deposit slip corrections. May assist in opening and closing the vault daily; prepares and processes incoming and outgoing shipments; and assists in balancing vault currency and coin. May prepare and research levies, garnishments and other legal processes. Cross-trains less experienced branch personnel. Provide staff support at other branch locations. Open and/or close the branch. Operates within given signing authority limits on approvals on checks, deposits, cashier’s checks, wire transfers. Minimum Qualifications: High school diploma or general education degree (GED) and four (4) or more years of related experience and/or training; or the equivalent combination of education and experience. Work related experience should consist of a financial institution operations, lending, sales and/or customer service and cash handling background. Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be business or financial industry related. Intermediate knowledge and training in branch operation and new account activities, terminology and products and services relating to retail and commercial account customers. Intermediate experience, knowledge and training in lending activities, terminology and products and services relating to retail and commercial account customers. Intermediate knowledge of related state and federal banking compliance regulations, and other Bank operational policies. Intermediate skills in word processing, spreadsheet and account opening software programs (e.g., Microsoft Word and Excel, CFI DepositPro,) etc. Effective oral, written and interpersonal communication skills Ability to deal with difficult problems involving multiple facets and variables in non-standardized situations. Effective organizational and time management skills. Ability to work with minimal supervision while performing duties. Ability to travel to and work in different Arizona Branches as needed Benefits you’ll love: We offer all the important things you'd want — like competitive salaries, an ownership stake in the company, medical and dental insurance, time off, a great 401k matching program, tuition assistance program, an employee volunteer program, and a wellness program. In addition, you’ll have the opportunity to bolster your business knowledge, learning the ins and outs of how successful companies operate and manage their finances, giving you invaluable hands-on experience to help grow your career! About the company: Western Alliance Bank is a wholly owned subsidiary of Western Alliance Bancorporation. Alliance Bank of Arizona, Alliance Association Bank, Bank of Nevada, Bridge Bank, First Independent Bank, and Torrey Pines Bank are divisions of Western Alliance Bank; Member FDIC. AmeriHome Mortgage is a Western Alliance Bank company. Western Alliance Bancorporation is committed to equal employment and will consider all qualified applicants without regard to race, sex, color, religion, age, nation origin, marital status, disability, protected veteran status, sexual orientation, gender identity or genetic information. Western Alliance Bancorporation is committed to working with and providing reasonable accommodations for individuals with disabilities. If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process and/or need an alternative method of applying, please email HR@westernalliancebank.com or call 602-386-2488. When contacting us, please provide your contact information and state the nature of your accessibility issue. We will only respond to inquiries concerning requests that involve a reasonable accommodation in the application process. © Western Alliance Bancorporation

Job Summary

JOB TYPE

Full Time

INDUSTRY

Professional Associations

POST DATE

05/25/2022

EXPIRATION DATE

10/28/2022

WEBSITE

westernalliancebancorporation.com

HEADQUARTERS

RENO, NV

SIZE

1,000 - 3,000

FOUNDED

1995

CEO

FRANK AYALA

REVENUE

$1B - $3B

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About Western Alliance Bank

With more than $40 billion in assets, Western Alliance Bancorporation (NYSE:WAL) is one of the countrys top-performing banking companies. The company is again #1 best-performing of the 50 largest public U.S. banks in the new S&P Global Market Intelligence listing for 2020 and ranks high on the Forbes Best Banks in America list year after year. Its primary subsidiary, Western Alliance Bank, Member FDIC, helps business clients realize their ambitions with teams of experienced bankers who deliver superior service and a full spectrum of customized loan, deposit and treasury management capabilities.... Business clients also benefit from a powerful array of specialized financial services that provide strong expertise and tailored solutions for a wide variety of industries and sectors. Most recently, the bank added to these capabilities with the acquisition of AmeriHome Mortgage, a leading national business-to-business mortgage platform. Serving clients across the country wherever business happens, Western Alliance Bank operates individual, full-service banking brands and has offices in key markets nationwide. For more information, visit westernalliancebank.com. More
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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.

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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.

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Personal bankers are expected to sell financial products and services to clients or refer them to other departments within the bank.

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The bank assigns a personal banker goals for selling products such as vacation savings accounts, credit cards, certificates of deposit, loans and paperless banking.

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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.

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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.

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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.

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Personal bankers usually must register with National Mortgage Licensing System and Registry, or NMLS.

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A personal banker may refer his clients to other bank experts.

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Step 3: View the best colleges and universities for Personal Banker.

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