Personal Banker Jobs in the United States
Bank of Oklahoma
Albuquerque, NM
Join us as a Personal Banker I and kickstart your career with our industry-leading Banking Navigator program—a 9-week training program designed to equip you with the skills, knowledge, and confidence to excel. This level of knowledge is normally acquired through completion of high school diploma or equivalent and a minimum of 1+ years of sales or customer service experience; a college degree is a plus or equivalent combination of education and experience.
Bok Financial
Denver, CO
Join us as a Bilingual Personal Banker I and kickstart your career with our industry-leading Banking Navigator program—a 9-week training program designed to equip you with the skills, knowledge, and confidence to excel. This level of knowledge is normally acquired through completion of high school diploma or equivalent and a minimum of 1+ years of sales or customer service experience; a college degree is a plus or equivalent combination of education and experience.
Bok Financial
Littleton, CO
Join us as a Personal Banker and kickstart your career with our industry-leading Banking Navigator program—a 9-week training program designed to equip you with the skills, knowledge, and confidence to excel. This level of knowledge is normally acquired through completion of high school diploma or equivalent and a minimum of 1+ years of sales or customer service experience; a college degree is a plus or equivalent combination of education and experience.
Bok Financial
Albuquerque, NM
You will deliver outstanding client experience by efficiently communicating with BOKF clients by answering inbound calls and/or chats, making follow-up outbound calls, and/or responding to chats, secure messages and other communications from BOKF clients. You will Confidently recommend a full range of consumer products and services such as deposit accounts, consumer loan products, digital banking, ATM and other self-service options to enable clients to reach their financial goals.
Bok Financial
Hurst, TX
Advanced knowledge of consumer financial products and services (full knowledge of core banking center financial products and working knowledge of non-core products such as mortgage, investment, business banking, and treasury). Join us as a Personal Banker Team Lead and kickstart your career with our industry-leading Banking Navigator program—a 9-week training program designed to equip you with the skills, knowledge, and confidence to excel.
Civista Bank
Osgood, IN
Creating an exceptional customer experience daily by delivering a personal touch, building relationships, assessing needs, recommending products and referring partners to our customers in order to grow the branch and the bank. A Personal Banker (PB) is responsible for maintaining and building customer relationships by creating an exceptional customer experience through their knowledge of available products and services.
Civista Bank
Sandusky, OH
Expected task include but are not limited to opening new consumer deposit and lending accounts, opening new business accounts, performing maintenance, meeting cross sell goals and solving problems daily. A PB II is also responsible for opening new accounts, completing loan applications and responding to customer inquiries and requests while identifying opportunities to expand current banking relationships.
Civista Bank
Wellington, OH
A Personal Banker I (PB I) is responsible for maintaining and building customer relationships while utilizing a consultative sales process to proactively provide solutions to assist new and existing customers in achieving their financial goals. Develop an expansive knowledge of products and services to fulfill customer needs; open new accounts, perform maintenance, meet cross sell goals and solve problems daily.
Civista Bank
New Washington, OH
A Personal Banker I (PB I) is responsible for maintaining and building customer relationships while utilizing a consultative sales process to proactively provide solutions to assist new and existing customers in achieving their financial goals. Develop an expansive knowledge of products and services to fulfill customer needs; open new accounts, perform maintenance, meet cross sell goals and solve problems daily.
BMO Financial
$41714 - $69000
La Grange, IL
Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. Applies the risk management framework to the portfolio to protect the Bank's assets and maintain the quality of the lending portfolio in compliance with requirements for the lending process and established yield, quality, diversification, and risk guidelines.
North Easton Savings Bank
North Easton, MA
Your upbeat and enthusiastic demeanor will shine as you engage with customers, providing them with valuable financial education and guiding them through our range of banking products and services tailored to their needs. Tapping into your exceptional customer service skills, you’ll assist customers by leveraging a comprehensive understanding of deposit and consumer loan products to efficiently and accurately process customer requests.
Citizens
Philadelphia, PA
Meaningful work & relationships – You’ll help customers with important financial decisions that impact their lives like building a business, buying a house, paying for school or helping them realize their long-term financial goals. Career opportunities, reward, and upskilling – See your hard work rewarded with promotions and opportunities to grow your career through training, coaching, career planning and development resources that enable you to branch off in any direction your talents and interests take you.
BMO Financial
$41714 - $65000
Denmark, WI
Applies the risk management framework to the portfolio to protect the Bank's assets and maintain the quality of the lending portfolio in compliance with requirements for the lending process and established yield, quality, diversification, and risk guidelines. Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g.
Wintrust Financial
$117000 - $190000
Willowbrook, IL
We serve clients in all 50 states with more than 200 branch banking locations in Illinois, southwestern Florida, northwestern Indiana, west Michigan and southern Wisconsin and commercial banking offices in Chicago, Denver, Milwaukee, Grand Rapids, Mich., and in key branch banking locations throughout Illinois. Experience with maintaining and managing a portfolio, with ability to build relationships with existing and prospective customers focusing on revenue growth, fee income, deposits and cross-selling services.
Midland States Bank
$17.5 - $22
Sterling, IL
If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Midland States Bank Human Resources at HR@midlandsb.com. Able to identify correct product types through needs-based questioning allowing them to build and deepen customer relationships to include determining needs and referring business partners.
American Pride Bank
Warner Robins, GA
This role is responsible for assisting customers with opening new accounts, maintaining existing accounts, and providing information about the Bank’s products and services. Opens and processes new personal and business accounts, including DDA, savings and certificates of deposit, safe deposit boxes, debit cards, and other bank products.
Jobot
$25 - $27
San Luis Obispo, CA
This branch operates with low teller transaction volume and a strong emphasis on relationship banking, making it an excellent opportunity for a Universal Banker who enjoys meaningful client interactions, account management, and supporting lending activities. Due to minimal teller traffic at this branch, the successful candidate will spend a significant portion of time assisting clients with deposit accounts, supporting loan processes, and identifying opportunities to deepen customer relationships.
citi private bank
Dallas, TX
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firms reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. In addition, they are able to deliver quality Private Bank client relationships (solutions and services) in an intensely competitive fragmented market, taking fullest advantage of the Citi franchise while protecting the Bank and client/firm by complying with relevant policies, procedures, and country legal/regulatory requirements.
citi private bank
Greenwich, CT
Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or leading client teams and transactions / Demonstrated track record in relationship selling. The Banker SAFE Act is an internally and externally recognized subject matter expert that influences the way things are done, not only internally, but beyond the business itself.
First Horizon Bank
Yadkinville, NC
Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel.
First Horizon Bank
Venice, FL
Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel.
First Horizon Bank
Boca Raton, FL
Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. About UsFirst Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel.
First Horizon Bank
St Petersburg, FL
Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel.
Wintrust Financial
$98000 - $158000
Barrington, IL
We serve clients in all 50 states with more than 200 branch banking locations in Illinois, southwestern Florida, northwestern Indiana, west Michigan and southern Wisconsin and commercial banking offices in Chicago, Denver, Milwaukee, Grand Rapids, Mich., and in key branch banking locations throughout Illinois. The Middle Market Commercial Banker is responsible for managing and growing a portfolio of commercial banking customers, expanding existing customer relationships, and developing new business.
First Horizon Bank
Lake Charles, LA
Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. Develops new relationships through calling on targeted potential clients; uncovers prospect needs for products and services and recommends solutions; develops sales plans and strategies; finalizes and helps structure and close deals with high close rate; answers questions.
Bok Financial
Austin, TX
You will monitor and manage existing credit relationships in coordination with the Professional Services Group, including note renewals, detailed analysis of financial statements and collateral valuations, credit analysis, cash flow analysis, delinquency reporting, documenting exceptions, and covenant monitoring. BOK Financial, Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top U.S.-based financial services holding company with operations in Oklahoma, Texas, Arizona, Arkansas, Colorado, Kansas, Missouri, Tennessee and New Mexico.
Bok Financial
Austin, TX
You will monitor and manage existing credit relationships in coordination with the Private Wealth Underwriting group, including loan renewals, detailed analysis of financial statements and collateral valuations, credit analysis, cash flow analysis, delinquency reporting, documenting exceptions, and covenant monitoring. This level of knowledge is normally acquired through completion of a Bachelor’s Degree in Finance or related field of study and 3-5 years of directly related experience in credit/banking and/or 6-8 years of equivalent combination of education and experience.
Bok Financial
Denver, CO
The Mortgage Banker is primarily responsible for representing a full range of mortgage financing; generates mortgage and development loans through solicitation of individual consumers, groups, real estate brokers and builders/developers. BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees.
Reliance Savings Bank
Tyrone, PA
Requirements:The right person for the Personal Banking Advisor role will have a High School diploma and at least two (2) years' of strong customer service experience. All Personal Banking Advisors begin their employment by completing an in-depth, hands-on training program with our dedicated bank Training Specialist.
First Horizon Bank
Nashville, TN
Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. • Proactive Sales Engagement: Engage clients in consultative conversations to understand financial priorities and recommend personalized banking solutions, with an emphasis on deposit accounts, loans and lines of credit, and referrals to other lines of business within the Bank.
First Horizon Bank
Breaux Bridge, LA
Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. Proactive Sales Engagement: Engage clients in consultative conversations to understand financial priorities and recommend personalized banking solutions, with an emphasis on deposit accounts, loans and lines of credit, and referrals to other lines of business within the Bank.
First Horizon Bank
Key Largo, FL
Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. Proactive Sales Engagement: Engage clients in consultative conversations to understand financial priorities and recommend personalized banking solutions, with an emphasis on deposit accounts, loans and lines of credit, and referrals to other lines of business within the Bank.
First Horizon Bank
Knoxville, TN
Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. • Proactive Sales Engagement: Engage clients in consultative conversations to understand financial priorities and recommend personalized banking solutions, with an emphasis on deposit accounts, loans and lines of credit, and referrals to other lines of business within the Bank.
Community Financial Services Bank
Benton, KY
As a Relationship Banker, you’ll be the welcoming face of our banking center—greeting clients with warmth, handling financial transactions with accuracy and care, and building meaningful relationships through exceptional service. Whether assisting with everyday banking needs or helping clients understand our products, you’ll play a key role in creating positive financial experiences.
First Horizon Bank
Knoxville, TN
Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel.
Availa Bank
Pocahontas, IA
Process check orders; follow check cashing procedures; issue cashier’s checks; process wire transfers, perform online and mobile banking maintenance; process stop payments and debit card disputes. Handle financial transactions efficiently and effectively with all customers (including, but not limited to, deposits, withdrawals, advances, loan payments, and merchant transactions).
Peoples Bank
Sioux City, IA
Develop & utilize tools to track outreach activities, manage pipelines, & measure progress. Minimum of 5 years of success in relationship-based sales, business development, or client acquisition.
Heritage Bank
$23.84 - $28.61
Freeland, WA
The FreelandBranchis seeking a new accounts representative to help customers meet their financial goals by providing exceptional customer service, opening new accounts, and actively participating in branch sales activities. Ability to operate a computer keyboard, multi-line telephone, photocopier, scanner, facsimile, fine count cash and operate a cash counter which often requires dexterity of hands and fingers with repetitive wrist and hand motion.
BancFirst
Oklahoma City, OK
This role focuses on acquiring new commercial and high-net-worth retail relationships, increasing deposit market share, and originating loans, while simultaneously leading branch staff, ensuring regulatory compliance, and enhancing the bank’s community presence. Manage the day-to-day operations of the branch including all Banker functions such as paying and receiving teller transactions, opening new accounts, making referrals of BancFirst products and all other Personal Banker duties.
BancFirst
Oklahoma City, OK
This role focuses on acquiring new commercial and high-net-worth retail relationships, increasing deposit market share, and originating loans, while simultaneously leading branch staff, ensuring regulatory compliance, and enhancing the bank’s community presence. Manage the day-to-day operations of the branch including all Banker functions such as paying and receiving teller transactions, opening new accounts, making referrals of BancFirst products and all other Personal Banker duties.
First Horizon Bank
Winston-Salem, NC
Responsible for acquiring, managing, growing, retaining, risk management, and relationship development/planning of approximately 250 business relationships with $1 - 5 mm in annual revenues, serving as a single point of contact for the customers within the bank; deliver business and deposits services, sell secured and unsecured business loans adhering to credit policy and underwriting parameters; identify referral opportunities for Retail Branch Partners and Business Product Partners; serve as a business consulting resource for the Retail Branch network. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services.
Midland States Bank
Columbia, IL
Coaches Bankers and Tellers on identifying and meeting the needs of the bank’s existing and prospective customers, including answering inquiries regarding accounts and consumer loan balances, opening new accounts, and handling customer complaints. If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Midland States Bank Human Resources at HR@midlandsb.com.
Civista Bank
Sandusky, OH
Open, close and service client deposit accounts; Coordinate and follow through on client requests for products and services (i.e., open/close accounts, check orders, credit drawdowns/pay downs, credit card requests, etc.), take consumer loan applications and process loan documents; refer clients to appropriate department. Good knowledge of consumer banking, credit and business banking services; basic experience handling trusts, investments, tax insurance, real estate management, estate planning and financial planning, credit training preferred.
Enterprise Bank and Trust
$206340 - $252194
Cerritos, CA
Develop and maintain comprehensive knowledge of all commercial products including loans, treasury management, trade service products and deposits to facilitate cross-selling and enhance the client experience. Also responsible for increasing the bank’s deposit base through various products, developing sound and profitable business relationships, credit assessment and exceeding customer needs and expectations while complying with regulatory requirements.
Mechanics Bank
Federal Way, WA
Handle both basic and complex banking transactions, including changing account ownership, living trusts, guardianships accounts, estate assignments, and consumer and home equity loans. This position involves creating detailed profiles for each customer and maintain regular personal contact through phone calls or emails, aiming to strengthen and expand customer relationships.
Enterprise Bank and Trust
Los Alamos, NM
Enterprise Bank & Trust is committed to managing our business and community relationships in ways that positively impact our associates, clients, and the diverse communities where we work and live. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to help businesses succeed and our communities thrive.
GESA CREDIT UNION
$19.5 - $28.23
Rochester, WA
The Personal Financial Services Representative (PFR) is an entry level position, which assists members by establishing new member relationships, opening consumer deposit accounts, account maintenance, taking credit applications, reviewing credit reports, working through loan documentation, closing loans, and serving as a Notary Public. The PFR is excellent at deepening member relationships by referring, following up, and contacting members through phone calls and other communication methods.
GESA CREDIT UNION
$19.84 - $33.07
Finley, WA
Personal Financial Services Representative (PFR) is an experienced, journey level, Personal Financial Services Representative that provides exceptional member service as they establish new member relationships, open consumer deposit accounts, take, process, and close loans, perform account maintenance, and serve as a Notary Public. Discusses, gathers, and works with the member and appropriate department(s) to open and maintain specialty accounts such as Trusts, UTMAs, Estate Accounts, Representative Payee, Attorney-in-fact, Durable Power of Attorney, etc.
citi private bank
Atlanta, GA
Works closely with Case Manager on the on-boarding and retention of clients, ensuring the appropriate “Know Your Client” (KYC) and other compliance deliverables are met; Identifies cross-sell opportunities to deepen and increase share of wallet; Maximizes client experience by proactive sharing markets updates, trend and intelligence. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firms reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Enterprise Bank and Trust
Los Alamos, NM
Enterprise Bank & Trust is committed to managing our business and community relationships in ways that positively impact our associates, clients, and the diverse communities where we work and live. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to help businesses succeed and our communities thrive.