Personal Banker – San Jose, CA

Parker Staffing, LLC.; San Jose (CA); On-site; USD 30,000 - 45,000; Full time

Benefits offered by this job

Paid time off

Health insurance

Stock options

401(k)

Paid Parental Leave

Life and AD&D insurance

Long-term disability

Tuition Reimbursement

Employee assistance programs

Pre-tax health and dependent-care

Job summary

Parker Staffing, LLC. is recruiting for a Personal Banker to support a renowned financial institution in San Jose, CA. This onsite role focuses on building relationships, identifying client needs, and recommending banking solutions while assisting with account opening and lending inquiries.

You will promote digital banking adoption, support daily branch operations, and contribute to growth in consumer and small business segments. A strong service mindset and communication skills are essential.

Qualifications

• High school diploma or equivalent required.
• College coursework or a degree in business preferred.
• Prior banking, customer service, or client-facing experience.
• Two to four years of banking experience preferred.
• Experience recommending products and services or managing client relationships is a plus.
• Strong math, organizational, and analytical skills.
• Excellent written and verbal communication skills.
• Proficiency with Microsoft Office applications, including Excel, Word, Teams, Outlook, and Power BI.
• Comfortable using smartphones, digital banking tools, and other technology platforms.
• Ability to demonstrate digital and self-service banking tools to clients.
• Strong interpersonal and problem-solving skills.
• Ability to build rapport and identify appropriate solutions based on client needs.
• Reliable transportation required.

Responsibilities

• Build and deepen consumer and small business banking relationships.
• Open new accounts and assist clients with deposit and lending needs.
• Identify financial needs through consultative conversations and recommend appropriate solutions.
• Support the growth of new deposit, loan, and client relationships.
• Provide exceptional service while resolving client questions and concerns.
• Introduce clients to digital banking tools and self-service options.
• Conduct outreach to local businesses, community organizations, and referral sources.
• Support strategies designed to expand the branch’s consumer and small business client base.
• Assist with daily branch operations and serve as a welcoming point of contact for clients.
• Communicate clearly with clients and team members in person, by phone, and through virtual channels.
• Develop knowledge of banking products, systems, policies, and procedures.
• Complete required training and certifications to support continued professional development.
• Contribute to branch sales, service, and performance goals.
• Support bank initiatives and additional branch assignments as needed.
• Demonstrate professionalism, integrity, teamwork, accountability, and a strong service mindset.
• Other duties as assigned

Skills

Banking experience

Customer service

Sales/relationship building

MS Office

Digital banking tools

Education

High school diploma

Business degree preferred

Tools

Excel

Power BI

CRM systems

Job description

Job ID:25859

Pay Rate:$22.33 – $33.18 Per HR + Commission

Location: Onsite San Jose, CA

Employment Type: Direct Hire

Wouldn't you like to work for a company where personalized service matters and you won't feel like a number? Kick off the next stage of your career with an award-winning financial institution that's been voted the “Best Bank” by Money Magazine three years in a row and they've been recognized by Forbes as one of the Top 100 Best Employers to Work For. Their contact center functions almost like a virtual branch, where customers can get support on everything from online banking and balance inquiries to opening new accounts and more!

As the Personal Banker, you will build and strengthen client relationships by providing personalized banking support, identifying financial needs, and recommending appropriate products and services. You will assist with account opening, lending needs, digital banking tools, and day-to-day branch operations while contributing to consumer and small business growth. This role also provides opportunities to develop sales, service, relationship management, and operational skills while supporting overall branch performance.

Essential Duties and Responsibilities

• Build and deepen consumer and small business banking relationships.
• Open new accounts and assist clients with deposit and lending needs.
• Identify financial needs through consultative conversations and recommend appropriate solutions.
• Support the growth of new deposit, loan, and client relationships.
• Provide exceptional service while resolving client questions and concerns.
• Introduce clients to digital banking tools and self-service options.
• Conduct outreach to local businesses, community organizations, and referral sources.
• Support strategies designed to expand the branch’s consumer and small business client base.
• Assist with daily branch operations and serve as a welcoming point of contact for clients.
• Communicate clearly with clients and team members in person, by phone, and through virtual channels.
• Develop knowledge of banking products, systems, policies, and procedures.
• Complete required training and certifications to support continued professional development.
• Contribute to branch sales, service, and performance goals.
• Support bank initiatives and additional branch assignments as needed.
• Demonstrate professionalism, integrity, teamwork, accountability, and a strong service mindset.
• Other duties as assigned

Qualifications

• High school diploma or equivalent required.
• College coursework or a degree in business or a related field preferred.
• Prior banking, customer service, or client-facing experience.
• Two to four years of banking experience preferred.
• Experience recommending products and services or managing client relationships is a plus.
• Strong math, organizational, and analytical skills.
• Excellent written and verbal communication skills.
• Proficiency with Microsoft Office applications, including Excel, Word, Teams, Outlook, and Power BI.
• Comfortable using smartphones, digital banking tools, and other technology platforms.
• Ability to demonstrate digital and self-service banking tools to clients.
• Strong interpersonal and problem-solving skills.
• Ability to build rapport and identify appropriate solutions based on client needs.
• Reliable transportation required.

Benefits offered by our client:

• Paid time off for vacation, sick days and holidays
• Health insurance
• Stock options
• 401(k) plan
• Paid Parental Leave
• Life and AD&D insurance
• Long-term disability
• Tuition Reimbursement
• Employee assistance programs
• Pre-tax health and dependent-care spending plans

Smoking/vaping and the use of tobacco products are prohibited on all Company premises, including indoor and outdoor areas, parking lots, and Company-owned vehicles.

As part of our employment process, candidates who received a conditional offer may be required to undergo pre-employment drug testing.

Parker Staffing is an Equal Opportunity Employer and does not discriminate based on race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected status.