Associate Roving 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 and outreach Conduct discovery-driven conversations to understand customer needs Connect customers with relevant banking products, services, and solutions Identify opportunities, promote solutions, and make appropriate referrals to meet customer and business goals Support account openings, service requests, and credit applications Perform cash handling and teller line activities Process transactions accurately while maintaining compliance and operational standards Use digital tools and technologies to enhance the customer experience Deliver accurate, compliant service within defined risk controls Coordinate handoffs to licensed bankers or other specialists Support branch operations by flexing between cash handling and customer banking activities 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 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 quickly learn new systems Ability to identify customer needs and connect them to appropriate solutions Ability to collaborate with teammates and partners Ability to follow policies and regulations while identifying and escalating risk concerns 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 SAFE registration required at the time of employment; Wells Fargo will initiate the process after the start date Loan Originators must meet LO/CFPB requirements and Wells Fargo policies regarding financial responsibility, character, fitness, and criminal background This 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 while ensuring compliance with operational standards. Proficient in using digital tools to enhance customer experiences and support branch operations. Highest-signal resume keywords Customer Relationship Management Financial Services Experience Active Listening Digital Tools Proficiency SAFE Registration ATS Optimization Keywords Hard Skills Cash Handling Transaction Processing Account Opening Support Credit Application Processing Compliance Adherence Soft Skills Building Trust-Based Relationships Effective Communication Collaboration Proactive Outreach Adaptability Certifications & Qualifications SAFE Registration Industry Keywords Financial Services Regulated Customer-Facing Role Risk Management Customer Engagement Operational Standards Tools & Technologies Digital Banking Tools Customer Relationship Management Software #J-18808-Ljbffr Jobtailor
$23 - $31 per hour
...Roving Associate Personal Banker (SAFE) Wells Fargo is seeking a Roving Associate Personal Banker (SAFE) to join our National Branch Network. In this front?line role, you will provide support across multiple branch locations within an assigned geography, building relationships...SuggestedWork experience placementFlexible hours- Jobtailor is seeking a Branch Banking Support Specialist in California to cover banker and teller absences and deliver personalized customer service across multiple branch locations. You will adapt to new environments while maintaining standards and building trust through...SuggestedFlexible hours
$43.68k - $69.9k
...FUNCTION: Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on-boarding and education... ...required for various classroom training sessions. Personal Banker Associate I-Hayward Total Base Pay Range 43,680.00 - 69,900.00 USD...SuggestedWork experience placementWork at office$61.28k - $85.52k
A major financial institution is seeking a Personal Banker in San Pablo, CA. This entry-level position focuses on executing sales and service activities while fostering customer relationships to increase sales. Candidates should have a Bachelor's degree and preferably some...Suggested- Citi is looking for a Personal Banker SAFE Act in San Pablo, California. This entry-level position is responsible for assisting in sales, fostering customer relations, and executing service activities. Duties include managing business credit requests, building referral...Suggested
- Citi is seeking an entry level Personal Banker SAFE Act in San Pablo, California. This role involves fostering relationships with clients, assisting in executing sales, and collaborating with the customer service team. Ideal candidates should have a Bachelor’s degree and...
$7.5k
Voleon is a technology company that applies state-of-the-art AI and machine learning techniques to real-world problems in finance. For nearly two decades, we have led our industry and worked at the frontier of applying AI/ML to investment management. We have become a multibillion...Work at officeLocal area$45.9k - $75.9k
...requirements for the lending process and established yield, quality, diversification, and risk guidelines. Makes credit recommendations for personal lending transactions, including home financing, in accordance with sound credit granting principles and with the Bank’s policies...Local areaImmediate startDay shift$20 - $31 per hour
...Buffalo, NY and is excited to be currently expanding into the Richmond, CA area. The Role: We are looking for an Assembly Associate with a genuine passion for excellence and a desire to work in a fast-paced, entrepreneurial company. The ideal candidate will have...Shift work$20 - $26 per hour
...California Full time JR102850 About the Role: The Personal Banker is responsible for delivering exceptional client experience... ...base wages and comprehensive benefits. We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision...Full timeLocal areaImmediate start- ...Join our growing team as a Amazon Associate to work collaboratively across teams and departments, maintain accurate records and documentation, and coordinate tasks to ensure deadlines are met. Other duties include assist with processing returns and exchanges, follow safety...Weekly payFlexible hoursShift work
- ...Help us succeed as our next Amazon Sortation Associate to perform daily responsibilities with dedication. Work with your team to maintain efficiency and service quality. Work with your team to maintain efficiency and service quality. Perks include competitive pay, flexible...Flexible hours
- ...Lot Associate | Home Depot Lot Associates assist customers with the loading of their vehicles and also monitor and maintain the entrance of the store. Lot Associates also are responsible for maintaining a sufficient quantity of carts near the entrance of the store....
- ...Bring your energy to the role of Amazon Delivery Station Associate to perform daily responsibilities with dedication. Provide excellent interactions with customers and colleagues. Stay adaptable in a dynamic, fast-paced environment. Perks include competitive pay, flexible...Flexible hours
- ...In this role, the Hospital Front Desk Associate, where you will assist with packaging, labeling, and preparing items for delivery, work... ...in a timely manner, respond to questions by phone, email, or in-person, adhere to safety guidelines and company policies, help organize...Weekly payFlexible hours
- ...Bilingual Front Desk Associate Schedule: TuesdaySaturday | 12:00 PM8:00 PM We are looking for a friendly, organized, and reliable Bilingual Front Desk Associate to join our team. As one of the first points of contact for clients, families, visitors, and team members, this...Work at office
$20 per hour
Job Description Job Description PAY - $20.00 + Depending upon Experience About Us We build events from the ground up — and we need drivers who can do more than just drive. If you like being on the road and working with your hands, this is the role for you. ...Daily paidTemporary workNight shiftWeekend work- ...Receiving Associate Golden State Lumber is a family‑owned company that has been in business since 1954. It is a company that recognizes that people are its most valuable resource and is looking for someone who will fit into the culture and strive to achieve the company...Full timeCasual workFlexible hours
- ...stream. We are currently experiencing high demand and expanding into markets across the U.S. Training and support are provided, and qualified new associates may be eligible for a $600 bonus. Part-time or full-time | Training provided | No experience required...Full timePart time
$22.5 - $35.5 per hour
...Mart #3455 1400 HILLTOP MALL RD, RICHMOND, CA, 94806, US Job Overview This role focuses on the safety and security of our associates, customers and merchandise. Working in this role will involve investigating, thinking critically and working to solve complex problems...Hourly payMinimum wageFull timeTemporary workPart timeShift work- ...Asset Protection Associate This role focuses on the safety and security of our associates, customers and merchandise. Working in this... ...and keep your area clean--you get the idea! It takes a special person who is positive, can multi-task and has a passion for customer...Temporary workWeekend workAfternoon shift
$55k - $194.8k
Position Overview Position title: Junior/Assistant/Associate/Full Specialist Salary range: The UC academic salary scales set the minimum pay determined by rank and step at appointment. See the following table(s) for the current salary scale(s) for this position: The current...Full timeContract workH1bLocal areaWorldwide- ...About the Role As a Distribution Center Associate, you'll be a crucial part of our logistics operations, ensuring that products are efficiently and accurately distributed to our customers. You'll work in a dynamic environment, handling various tasks from receiving and...
- Admissions Team Member Education Unlimited is a leading academic summer camp provider based in Berkeley, CA. We seek two highly motivated individuals to work alongside our Director of Admissions on our Admissions Team. Job Duties: Work in conjunction with the...Summer workFlexible hours
- ...Reimbursement of Tuition & Books | 1400 Hilltop Mall Road | Responsibilities: Load and unload product from vehicle; Deliver merchandise to customers; Confirm delivery with customers; Assist fellow associates in store; Keep area stocked, clean, and safe...Hiring Immediately...Immediate start
- ...Take the next step as our new Amazon Delivery Station Associate to perform daily responsibilities with dedication. Provide excellent interactions with customers and colleagues. Work with your team to maintain efficiency and service quality. Perks include competitive pay...Flexible hours
$20 - $27 per hour
Coca-Cola is seeking Non-CDL Delivery Drivers to deliver beverage products to retail stores, restaurants, and business locations on an assigned route. Drivers are responsible for loading and unloading products, driving a company box truck or delivery vehicle, delivering...Hourly payFull time- ...The University of California, Berkeley Library seeks a Development Associate (Fundraiser 2) to support major gifts, donor stewardship, events, and communications within the development unit. You will coordinate donor activities, prepare briefings, manage budgets, and help...
- Help us succeed as our next Coca-Cola Delivery Driver to load orders, plan delivery routes, and provide friendly service at drop-offs. Interact with customers and colleagues in a professional manner. Stay adaptable to meet changing priorities and business needs. Perks ...Flexible hours
- ...build relationships, offer digital options, and support transactions while adhering to regulatory standards. You will work with a team across branches, handle risk, and strive to deliver personalized experiences. #J-18808-Ljbffr Hispanic Alliance for Career Enhancement
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