Personal Banker
Jobtailor
Build lasting customer relationships through proactive, meaningful conversations supporting financial well-being Understand customer needs and connect them with relevant banking products, services, and solutions Identify opportunities, promote solutions, and make appropriate referrals to meet customer and business goals Support new account openings, service requests, and credit applications Perform cash handling and teller line activities while accurately processing transactions Use and adopt digital tools and technologies to enhance the customer experience Deliver accurate, compliant service within defined risk controls Collaborate with branch teammates to coordinate handoffs to licensed bankers and specialists Flex between cash handling and customer banking activities to support branch operations Requirements 6+ months of interacting with customers experience, or equivalent demonstrated through work experience, training, military experience, education Prior experience in financial services or a highly regulated, customer-facing role preferred Experience building trust-based customer relationships through active listening, follow-up, and consistent engagement Comfort initiating outreach through calls, emails, or other channels Comfort with digital tools and technology and ability to learn new systems Ability to identify customer needs and connect them to appropriate solutions and referrals Ability to collaborate with teammates and partners to resolve customer needs Ability to follow policies and regulations and escalate risk concerns Ability to work a schedule that includes Saturdays SAFE registration required at the time of employment; Wells Fargo initiates the process after the start date Loan Originators must meet LO/CFPB requirements and Wells Fargo standards related to financial responsibility, character, fitness, and criminal background Credit report may be reviewed and additional ongoing screening may apply Not eligible for Visa sponsorship Core Competencies Demonstrates expertise in building customer relationships and identifying needs to connect clients with appropriate banking solutions. Proficient in cash handling, compliance, and utilizing digital tools to enhance customer experience. #J-18808-Ljbffr
$20.67 - $31.25 per hour
...97502 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client's financial wellness...SuggestedHourly payWork experience placementDay shift$19.71 per hour
...Personal Banker Location : Location US-OR-Medford Location/Org Data : Name Biddle Road Location : Address 600 Biddle Road Location : City Medford Location : State/Province OR ID 2026-5006 Category Retail Banking...SuggestedFull timeWork at office- ...Roving Associate Personal Banker (SAFE) 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 much more...SuggestedWork experience placementFlexible hours
- ...Associate Personal Banker (SAFE) Wells Fargo is seeking an Associate Personal Banker (SAFE) to join our National Branch. In this frontline role, you will build relationships with customers by supporting everyday banking needs through in-branch interactions, scheduled...SuggestedWork experience placementFlexible hours
- ...About this role: Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) to play a pivotal role within our National Branch... ...coordinating warm introductions, setting clear expectations, and taking personal ownership to convert qualified opportunities into closed...SuggestedTemporary workWork experience placementImmediate start
$20.25 - $24.75 per hour
...Description Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting a digital first mindset. Strong client...Temporary work$50k
...engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help clients achieve their goals. Oversee branch processes, roles, and responsibilities to...Work at officeWork from homeHome officeFlexible hours$70k - $90k
Wealth Advisor LPL Financial collaborates with banks to provide a comprehensive suite of financial services tailored to their clients needs. This exciting opportunity at Banner Bank invites you to join our employee advisor model as a Wealth Advisor affiliated with LPL...Work at officeLocal area- KeyBank in Central Point, Oregon is seeking a Personal Banker to support clients in their financial wellness journey. You will engage with clients, provide tailored solutions, and build long-lasting relationships. The ideal candidate has a strong sales background and a...
- Job Description: Our client is a fee-only firm based in Ashland, Oregon. They are seeking a Financial Advisor to join their team. In partnership with the lead advisor, service existing client relationships, including ongoing regular client contact through review...Relocation package
- ...Continuous Learning. Commit to gaining knowledge, skills and experience on an ongoing basis in order to better serve the client, increase personal satisfaction and improve the Bank. Team Play. We win together. Individuality is encouraged to advance and enrich the work of...
$59.27k - $74.11k
...preparing, submitting, and managing grant proposals/reports that support agency goals and meet funder guidelines and criteria. This person serves as the primary grant writer, manages funder relationships, engages in compliance reporting, and supports special project...Full timeWork at officeLocal areaRelocationShift work- ...Senior Branch Premier Banker (SAFE) Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader... ...warm introductions, setting clear expectations, and taking personal ownership to convert qualified opportunities into closed outcomes...Temporary workWork experience placementImmediate start
- ...Continuous Learning. Commit to gaining knowledge, skills and experience on an ongoing basis in order to better serve the client, increase personal satisfaction and improve the Bank. Team Play. We win together. Individuality is encouraged to advance and enrich the work of...Work experience placementFlexible hours
- ...expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the... ...customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment...Part time
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