Personal Banker
Jobtailor
Provide personalized banking support across multiple branch locations within an assigned geographic area Cover banker and teller absences and temporarily fill open positions as needed Adapt to new branch environments, teams, and customer needs while maintaining service quality and bank standards Build customer relationships through proactive conversations supporting financial well-being Conduct discovery-driven conversations to understand customer needs and connect them with banking products, services, and solutions Identify opportunities, promote solutions, and make referrals to meet customer and business goals Support account openings, service requests, and credit applications Perform cash handling and teller line activities while maintaining compliance and operational standards Use digital tools and technologies to enhance customer experience Deliver accurate, compliant service within defined risk controls Collaborate with branch teammates and coordinate handoffs to licensed bankers or specialists Requirements 6+ months of interacting with customers experience, or equivalent demonstrated through work experience, training, military experience, or education Prior experience in financial services or a highly regulated customer-facing role is desired Experience building trust-based customer relationships is desired Comfort initiating outreach through calls, emails, or other channels is desired Comfort with digital tools and technology and ability to learn new systems is desired Ability to identify customer needs and connect them to appropriate solutions is desired Ability to collaborate with teammates and partners is desired Ability to follow policies and regulations and escalatem risk concerns is desired Ability to travel 100% of the time within assigned geography Ability to commute to assigned branch location(s) for the duration of the assignment Ability to work a schedule that includes Saturdays Ability to flex between cash handling and customer banking activities SAFE registration required at the time of employment; Wells Fargo initiates the process after start date Loan Originators must meet LO/CFPB requirements and Wells Fargo policies regarding financial responsibility, character, fitness, and criminal background Must pass applicable credit review and ongoing screening Position is not eligible for Visa sponsorship Core Competencies Demonstrates expertise in customer relationship management and financial services, with a strong ability to connect customer needs to appropriate banking solutions. Proficient in cash handling, compliance, and utilizing digital tools to enhance customer experience. Certifications & Qualifications SAFE Registration Loan Originator Certification #J-18808-Ljbffr Jobtailor
- Bank of America is hiring in Washington to educate clients on self-service options and process cash transactions with accuracy. You will build relationships, understand client goals, and connect them with suitable banking solutions in a fast-paced environment. The role...SuggestedWork at officeWeekend work
$25 - $26.77 per hour
Overview This position engages clients in the lobby to educate and assist with transactions through self-service resources (mobile banking, online banking, or ATM). It involves accurately processing cash transactions and conducting in-depth conversations to understand ...SuggestedHourly payShift workWeekend workDay shift$25 - $26.77 per hour
Bank Of America Job Opportunity At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders...SuggestedHourly payWork at officeFlexible hoursShift workWeekend workDay shift$28.85 - $33.65 per hour
...Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be...SuggestedHourly payFull timeWork at officeImmediate startShift workDay shift- ...Your experience matters - and here, it's a foundation for building a meaningful, long-term career. What you'll do: As the personal coach to our Nation's military families, you will focus on financial plans that are constantly evolving to pursue short-term and...SuggestedHourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
$19.23 - $28.37 per hour
...and solutions to assist in client’s financial wellness, both in person and through proactive calling efforts (30% of time). As part of... ...appropriately transitions the clients either individually or to a Banker; provides effective and customized financial wellness...Hourly payWork experience placementWork at officeDay shift$60k
...Advisor with a book of business. With a strong focus on sales and customer service, the Financial Professional should be a true “people person' who enjoys developing professional and mutually beneficial relationships with a wide variety of customers. Candidates should be...Temporary work
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