Personal Banker Associate II

. Complete a 4–8 week onboarding and education program with Operations and Sales & Service rotations .

Posted 10/7/2026full-timeBurbank • California • United StatesJuniorMid-Level💰 $43,680 - $69,900 per yearWebsite

Key responsibilities & impact

Complete a 4–8 week onboarding and education program with Operations and Sales & Service rotations
Become certified to perform within the Retail Personal Banker job family
Sell banking products and services including deposits, loans and fee-based services
Build customer relationships through consultative sales and service
Conduct Financial Needs Assessments and maintain customer profiles
Recommend Retail consumer and small business products and services
Use CAMP and approved marketing tools to contact customers and set financial review appointments
Cross-sell to existing customers and participate in outside sales activities
Establish relationships with Mortgage, Small Business, Commercial and Investment partners and make referrals
Meet customer experience and production goals and support revenue growth
Guide CSRs on sales and referral processes
Address customer questions and own customer issues
Maintain confidentiality and comply with conduct, ethics, risk and product-servicing policies
Participate in consumer loan and bankcard processes from application through closing
Participate in Financial Center or Bank Mart opening and closing processes
Monitor procedures intended to mitigate fraud and risk

What you’ll need

College degree or work experience providing transferrable skills or combination of education and experience
Experience in the financial industry preferred
Ability to develop comfort with sales activities to acquire new consumer household and small business customers and/or cross-sell to established customers
Understanding of advanced math functions for analysis of credit and financial information
Professional appearance and verbal/written communication
Ability to develop working knowledge of Retail policies and procedures
S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS)
Ability to travel within the affiliate for training
Scheduling flexibility
Ability to travel outside of the affiliate for classroom training

Comp & perks

Comprehensive benefits programs supporting physical, financial, emotional and social well-being
Differentiated compensation offerings
On-boarding and education program
Certification opportunity at the conclusion of the program
Training and classroom training sessions