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 Build customer relationships through proactive conversations and outreach Lead discovery-driven conversations to understand customer needs Promote banking products, services, and solutions and make appropriate referrals Support account openings, service requests, and credit applications Perform cash handling and teller line activities 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 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, or education Prior experience in financial services or a highly regulated customer-facing role Experience building trust-based customer relationships Comfort initiating outreach through calls, emails, or other channels Comfort using digital tools and technology and learning 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 and escalat risk concerns Ability to travel 100% of the time within the assigned geography Ability to work a schedule that includes Saturdays 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 Subject to credit review and ongoing screening Not eligible for Visa sponsorship Core Competencies Demonstrates expertise in providing personalized banking support and building trust-based customer relationships while adhering to compliance and risk management standards. Proficient in utilizing digital tools to enhance customer experience and effectively collaborate with team members. Highest-signal resume keywords Customer Relationship Management Cash Handling Digital Tools Proficiency Compliance Adherence SAFE Registration ATS Optimization Keywords Hard Skills Customer Service Account Opening Service Requests Credit Applications Risk Management Soft Skills Adaptability Communication Collaboration Trust Building Initiative Certifications & Qualifications SAFE Registration Loan Originator Certification Industry Keywords Financial Services Regulatory Compliance Customer-Facing Role Banking Products Branch Operations Tools & Technologies Digital Banking Tools Customer Relationship Management Software #J-18808-Ljbffr Jobtailor
$20 - $26.75 per hour
...and Marketing Engage with clients both over the phone and in person as they walk into the branch, identifying opportunities to present... ..., and in our greater communities. Pay Range: Personal Banker I-II: $20.00 to $26.75 The compensation range represents the...SuggestedLocal areaFlexible hours- ...Companies list of best workplaces "to grow your career" in the U.S. Join us! About this role: 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...SuggestedWork experience placementFlexible hours
- ...Relationship Banker Nampa, Idaho;Meridian, Idaho; Boise, Idaho; Meridian, Idaho To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility requirements prior...SuggestedWork at officeFlexible hoursShift workWeekend workDay shift
- ...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
- 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...SuggestedWork at officeFlexible hoursShift workWeekend workDay shift
- Financial Consultant | WealthBridge WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and...
- ...subject matter expert. Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words. Takes personal initiative and is a positive example for others to emulate. Embraces our vision to become "Business Bank of Choice" May...Full timeLocal area
$1,000 per month
...collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- ...expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with... ...Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand...Immediate startAfternoon shift
$22.5 - $27 per hour
...exceeding expectations by delivering big bank technology with a personal touch. As a locally focused institution, our mission is to... ...and making a difference every day. Job Summary: The Relationship Banker is responsible for engaging customers to identify financial needs...Hourly payWork at officeImmediate startFlexible hoursNight shift$1,000 per month
...collaborate with experts in our business. In fact, you’ll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial...Full timeInternshipLocal areaFlexible hours- AO Garcia Agency is seeking dedicated individuals for a work-from-home financial services role focused on protecting families. Join a mission-driven team that values integrity, empathy, and client trust, with opportunities to grow professional skills from home. You'll work...Remote jobWork from home
$61k - $119k
...your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client’s unique needs Manage your client’s financial plans to help them achieve...Full timeContract workFor contractorsWork at office$143k - $286k
...incentives Retirement Benefits Time off and Leave : Paid vacation days, up to 15 days; paid sick days, up to 5 days; paid personal leave, up to 5 days; paid holidays, up to 13 days; birth and adoption leave; parental leave; family and medical leave; bereavement...Minimum wageTemporary workWork at officeLocal area- Private Wealth Advisor U.S. Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives. Our teams advise clients holistically on wealth and estate planning, investments, banking, credit, insurance, charitable giving, and fiduciary...Temporary workWork experience placement
- ...independence that it implies, but with extensive support from MassMutual. You will build your financial services career by relying on your personal drive, leadership and relationship skills, while delivering personalized solutions to a wide variety of clients. As a Financial...Full timeContract workFor contractorsLocal areaImmediate startRemote work
$23 per hour
...members to foster collaboration. Physical Demands ~ General Office: Prolonged sitting, ability to communicate face to face in-person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags...Hourly payTemporary workWork experience placementSummer workInternshipSummer internshipH1bWork at officeRelocation packageFlexible hours- Job Description Job Description Description: About Northwest Bank Northwest Bank serves the business and professional communities of Idaho, Oregon, Utah, and Washington. We were founded in 2008 on the idea that experience and exceptional service matter and should...
$19 per hour
...credit report and cross-sells loans.* Prepares loan documentation, initiates credit reports and conducts closings for home equity, personal, and auto loans* Complies with all regulations as required by law, including but not limited to Bank Secrecy Act, OFAC, FACT Act,...Hourly payFull timeWork at officeImmediate startMonday to Friday- ...financial representative, and does not, and shall not be construed to create any contractual or other obligations on the part of any person associated with a General Agency, The Northwestern Mutual Life Insurance Company, or any of its subsidiaries or affiliates....For contractors
- Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. As a Financial Advisor...Work at officeFlexible hours
- Description Current staff, faculty/adjunct at Herzing University: l og into UKG and navigate to Menu > Myself > My Company > View Opportunities to apply using the internal application process. To participate in a remote work arrangement, employees must reside in the United...Remote jobHourly payWork at officeShift workAfternoon shift
- ...Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith. Provide personal, actionable and achievable advice and connect clients to Thrivent products and programs. Develop and maintain genuine, long-term...
- About the role Our financial representatives at Modern Woodmen of America are dedicated to helping individuals from all backgrounds achieve their financial goals. They create and execute tailored financial plans that illustrate members' current situations, outline their...Local area
- 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 long-term financial goals. You will provide guidance to military families on managing day-to-day finances,...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
$1,000 per month
Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal area$120k - $260k
Elevate your career with a company that’s consistently recognized as one of the Top Workplaces. We’re on a mission to empower individuals to take control of their financial future, and we’re looking for driven, coachable professionals to join our high-performing sales ...Daily paidFull timeTemporary workFlexible hours- Job Description Job Description Description: Classification: Exempt / Full-Time Reports To: VP of People & Culture About Renewal by Andersen Renewal by Andersen is the full-service window replacement division of Andersen Corporation, a 115-year-old company...Full timeFor contractorsLocal areaFlexible hours
$1,000 - $2,000 per month
Global Elite Empire Consultants is seeking qualified candidates for a remote, part-time opportunity that offers about 20 hours per week and the potential to earn $1,000-$2,000 each month. Work-from-home, flexible schedule, and the chance to learn a new skill in a growing...Remote jobPart timeWork from homeFlexible hours$80k
...family wealth dynamics, coordinate professional advisors (attorneys, CPAs, business managers), and juggle competing priorities across personal wealth and active businesses. You’ll dive deep into advanced planning strategies irrevocable trust structures, qualified small...Work at officeEasy work
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