- Open, service, and maintain client accounts in accordance with Bank policies and all regulatory requirements, including but not limited to Bank Secrecy Act (BSA) and Know Your Customer (KYC).
- Perform daily banking operations, including teller transactions, wire processing, cash shipments, debit card services, and related operational activities.
- Meet with clients in person or by phone to discuss banking needs, recommend products and services, demonstrate available solutions, and assist with product setup.
- Cross-sell deposit and treasury management products to new and existing clients based on identified needs and established goals.
- Respond to client inquiries, investigate and resolve issues or discrepancies, and address client complaints in a timely and professional manner.
- Manage client communications and servicing activities, including monitoring and responding to the Bank's general inbox and online chat channel.
- Review, process, and maintain banking reports, records, and administrative documentation to ensure accuracy and compliance.
- Maintain a thorough working knowledge of Bank products, services, policies, and procedures through ongoing training and development.
- Bachelor's degree in business, related field or equivalent working experience.
- Minimum 5 year of relevant banking experience.
- Operational knowledge of deposit and treasury management banking products
- Excellent oral and written communication skills
- Effective interpersonal skills with both internal and external clients.
- Proficiency with Microsoft Office, specifically Word and Excel; working knowledge of Salesforce preferred.
- Demonstrated commitment to delivering a high level of client service and professionalism.
-
Are you looking for an opportunity to support a leading community and private bank serving Bay Area businesses, nonprofits and individuals? Bank of San Francisco is seeking a Personal Banker to become a critical part of our team. Please contact us today to discuss this opportunit ...
San Francisco $73,000 - $100,000 (USD)1 week ago
-
Robert Half has a Personal Banker opening with one of its clients in San Francisco. This role supports a regional financial institution (Credit Union or regional Bank) with a strong focus on community engagement and personalized client services. This role also collaborates closel ...
San Francisco, CA $55,000 - $105,000 (USD) per year4 days ago
-
Robert Half has a Personal Banker opening with one of its clients in San Francisco. This role supports a regional financial institution (Credit Union or regional Bank) with a strong focus on community engagement and personalized client services. This role also collaborates closel ...
San Francisco $55,000 - $105,000 (USD) per year4 days ago
-
We are seeking a Senior Personal Banker to become a critical part of our team at Bank of San Francisco. The role requires strong leadership, relationship management, and a deep understanding of banking products and services tailored to high-net-worth individuals. · ...
San Francisco, CA3 weeks ago
-
We are seeking a Senior Personal Banker to become a critical part of our team serving Bay Area businesses and individuals. · ...
San Francisco $73,000 - $100,000 (USD)3 weeks ago
-
Make banking a Fifth Third better · We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. · GENERAL FUNCTION: · The Personal Banker I position will provide an exceptional customer experience by culti ...
San Francisco, CA $55,000 - $105,000 (USD) per year1 week ago
-
We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. · ...
San Francisco $43,680 - $69,900 (USD) Full time1 month ago
-
We're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. · Provide support across a variety of branch locations within a specific geography where a banker or teller is out ...
San Francisco, CA1 month ago
-
Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. · ...
San Francisco $23 - $31 (USD)1 month ago
-
· What do we do? We get your resume seen, prepare you for the interview, and coordinate job offers Addvantage Credit Union Staffing was founded in 2002, and exclusively staffs credit unions. We have helped thousands of candidates around the country get their foot-in-the-door at ...
Oakland, CA $55,000 - $105,000 (USD) per year5 days ago
-
We're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. · Living the Well Life means you're supported in life, not just work. It means having robust benefits, · competitiv ...
San Francisco, CA1 month ago
-
The De Novo Personal Banker SAFE Act is responsible for proactively acquiring, expanding and retaining relationships, growing their book of business and ensuring a world-class customer experience for all current and prospective clients. The overall objective of this role is to su ...
San Francisco, CA2 weeks ago
-
The De Novo Personal Banker SAFE Act is responsible for proactively acquiring and expanding client relationships to grow their book of business. · Grow your assigned book of business by leveraging inbound and outbound interactions with new and existing clients. · Deepen existing ...
San Francisco $61,280 - $85,520 (USD) Full time1 month ago
-
The De Novo Personal Banker SAFE Act is responsible for proactively acquiring, expanding and retaining relationships, growing their book of business and ensuring a world-class customer experience for all current and prospective clients. · ...
San Francisco, CA1 month ago
-
Deepen existing client relationships by investing time getting to know your clients transforming these learnings into meaningful recommendations and staying connected beyond the point of sale while delivering remarkable client experience. · ...
San Francisco Full time1 month ago
-
+At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. · +Provide support across a variety of branch locations within a specific geography where a banker ...
Daly City, CA1 month ago
-
We're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. · Provide support across a variety of branch locations within a specific geography where a banker or teller is out ...
Daly City $23 - $31 (USD)1 month ago
-
Why Wells Fargo · Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is mu ...
San Francisco, CA4 days ago
-
At Wells Fargo we are more than a financial services leader - we are a global trailblazer committed to driving innovation empowering communities and helping our customers succeed. We believe that a meaningful career is much more than just a job it's about finding all of the eleme ...
San Francisco, CA1 month ago
-
We are seeking an Associate Personal Banker for our National Branch Network as part of the Consumer Small Business Banking division. · ...
San Francisco $23 - $31 (USD) Full time1 month ago
Personal Banker - San Francisco - Bank of San Francisco
Description
Are you looking for an opportunity to support a leading community and private bank serving Bay Area businesses, nonprofits and individuals? Bank of San Francisco is seeking a Personal Banker to become a critical part of our team. Please contact us today to discuss this opportunity
Learn more about the general tasks related to this opportunity below, as well as required skills.
Location: San Francisco, CA
The Personal Banker delivers high‑quality client support while performing essential branch and digital banking operations. As a primary client contact, this role provides personalized service, identifies client needs, and recommends appropriate banking products to support growth and deepen relationships. The Personal Banker collaborates with internal teams to ensure seamless client experience, drive retention, and contribute to overall branch sales and service goals.
Job Responsibilities
Requirements:
To apply please send your resume or inquiry to Sue at
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified. All employees may be required to perform duties outside of their normal responsibilities from time to time, as needed.
BSF is an Equal Opportunity Employer. Recruitment, placement, and promotions are conducted without regard to an individual's race, color, religion, sex, national origin, age, physical handicap, veteran status or sexual orientation, or any other classification protected by Federal, State, and local laws & ordinances. We will consider qualified candidates with criminal history in a manner consistent with the requirement of the San Francisco Fair Chance Ordinance. xhmxlyz All qualified applicants are encouraged to apply.
-
Personal Banker
Only for registered members San Francisco
-
Personal Banker
Only for registered members San Francisco, CA
-
Personal Banker
Only for registered members San Francisco
-
Senior Personal Banker
Only for registered members San Francisco, CA
-
Senior Personal Banker
Only for registered members San Francisco
-
Personal Banker I
Only for registered members San Francisco, CA
-
Personal Banker I
Full time Only for registered members San Francisco
-
Roving Personal Banker
Only for registered members San Francisco, CA
-
Roving Personal Banker
Only for registered members San Francisco
-
Personal Banker
Only for registered members Oakland, CA
-
Roving Personal Banker
Only for registered members San Francisco, CA
-
Personal Banker SAFE Act
Only for registered members San Francisco, CA
-
Personal Banker SAFE Act
Full time Only for registered members San Francisco
-
Personal Banker SAFE Act
Only for registered members San Francisco, CA
-
Personal Banker SAFE Act
Full time Only for registered members San Francisco
-
Roving Personal Banker
Only for registered members Daly City, CA
-
Roving Personal Banker
Only for registered members Daly City
-
Personal Banker | 725 Irving Street
Only for registered members San Francisco, CA
-
Personal Banker | 725 Irving Street
Only for registered members San Francisco, CA
-
Personal Banker | 725 Irving Street
Full time Only for registered members San Francisco