Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Personal Banker

Jobtailor

Build lasting customer relationships through proactive conversations and outreach Understand customer needs and connect them with relevant banking products, services, solutions, and digital tools Drive branch growth by identifying opportunities, promoting solutions, and making appropriate referrals 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 Support branch operations by flexing between cash handling and customer banking activities Follow risk and compliance programs, identify and elevate risk concerns, and make sound risk decisions 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 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 identify and elevate risk concerns is desired Ability to work a schedule that includes Saturdays Ability to flex between cash handling and customer banking activities SAFE registration required at employment; Wells Fargo initiates the process after start date Loan Originators must meet LO/CFPB requirements and Wells Fargo policies Must satisfy financial responsibility, character, fitness, and criminal background standards Credit report may be reviewed and additional ongoing screening may apply Position is not eligible for Visa sponsorship Core Competencies Demonstrates strong customer relationship management skills by effectively identifying customer needs and connecting them with appropriate banking solutions. Proficient in cash handling, compliance adherence, and utilizing digital tools to enhance customer experiences. Highest-signal resume keywords Customer Relationship Management Cash Handling Digital Tools Proficiency Risk Compliance Adherence Financial Services Experience ATS Optimization Keywords Hard Skills Cash Handling Transaction Processing Customer Needs Assessment Account Opening Support Credit Application Processing Soft Skills Proactive Communication Collaboration Trust Building Outreach Initiation Certifications & Qualifications SAFE Registration Industry Keywords Financial Services Regulated Environment Risk Management Customer-Facing Role Tools & Technologies Digital Banking Tools Customer Relationship Management Software #J-18808-Ljbffr

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Personal Banker in Carmel, NY vacancy
  • $20.19 - $30.77 per hour

     ...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... 
    Suggested
    Hourly pay
    Work experience placement
    Day shift

    KeyBank

    Mahopac, NY
    26 days ago
  • $23.17 - $26 per hour

    ## Banking Center Relationship Banker 2Applylocations: Somers, NYtime type: Full timeposted on: Posted Todayjob requisition id: R26\_0000000492If you’re looking for a meaningful career, you’ll find it here at Webster. Founded in 1935, our focus has always been to put people... 
    Suggested
    Flexible hours
    Weekend work

    Webster Bank group

    Lincolndale, NY
    4 days ago
  • $23.17 - $26 per hour

    ## Banking Center Relationship Banker 2Applylocations: Somers, NYtime type: Full timeposted on: Posted Todayjob requisition id: R26\_0000000492If you’re looking for a meaningful career, you’ll find it here at Webster. Founded in 1935, our focus has always been to put people... 
    Suggested
    Flexible hours
    Weekend work

    Webster Bank group

    Lincolndale, NY
    3 days ago
  • $23.17 - $26 per hour

     ...Position Summary The Banking Center Relationship Banker 2 role will provide services for Banking Center customers and assist the team in achieving sales, service, and operation goals based on Webster’s Strategic Guidelines. The role will process all customer‑related financial... 
    Suggested
    Flexible hours
    Weekend work

    Webster Bank

    Lincolndale, NY
    3 days ago
  • A leading financial services firm seeks a Private Client Banker in Yorktown Heights, NY. You will be the primary contact for affluent clients, managing their banking relationships and providing tailored financial advice. The ideal candidate has strong relationship management... 
    Suggested

    JPMorganChase

    Yorktown Heights, NY
    4 days ago
  • Webster Bank is looking for a Banking Center Relationship Banker 2 to provide services for customers and assist in achieving sales and service goals. The successful candidate will process customer-related transactions while establishing trust and optimizing sales opportunities... 
    Flexible hours

    Webster Bank

    Lincolndale, NY
    3 days ago
  • $47.84k - $64.48k

     ...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... 
    Full time
    Work experience placement
    Flexible hours

    Wells Fargo

    Shrub Oak, NY
    4 days ago
  • Hudson Valley Credit Union is seeking a Relationship Advisor in Mahopac, NY. This role provides exceptional member service through accurate transaction processing and a consultative sales approach, aimed at establishing and deepening member relationships. The ideal candidate...

    Hudson Valley Credit Union

    Mahopac, NY
    19 hours ago
  • Hudson Valley Credit Union in Mahopac, NY is seeking a Relationship Advisor to deliver top-tier member service and perform accurate transaction processing. The role emphasizes consultative, needs-based sales to grow member relationships and cross-sell HVCU products. You...

    Hvcu

    Mahopac, NY
    4 days ago
  • Webster Bank group is hiring a Banking Center Relationship Banker 2 for their Somers, NY location. This role is pivotal in responding to customer needs, providing financial services, and ensuring compliance with banking regulations. Successful candidates will have a background... 
    Flexible hours

    Webster Bank group

    Lincolndale, NY
    4 days ago
  • Financial Solutions Advisor - Albany / Hudson Valley Market Latham, New York;Armonk, New York; Kingston, New York; Yorktown Heights, New York To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are ...
    Temporary work
    Work at office
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Yorktown Heights, NY
    4 days ago
  • $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 pay
    Work experience placement
    Work at office
    Flexible hours
    Day shift

    Key Bank

    Pawling, NY
    19 hours ago
  • $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 pay
    Work experience placement
    Work at office
    Day shift

    KeyCorp

    Pawling, NY
    7 hours ago
  • $65k - $80k

    Job Description At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every...
    Temporary work
    Work at office
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Yorktown Heights, NY
    7 hours ago
  • A financial institution is seeking a motivated individual to provide comprehensive financial advice and customized solutions to help clients achieve their financial goals. Responsibilities include triaging client needs, recommending appropriate investment products, and ...

    Bank of America

    Yorktown Heights, NY
    2 days ago
  • $22.79 - $37.99 per hour

    Overview: Specializes in our branch customer experience through sales, service and digital engagement of our Consumer and Business Banking customers. Supports daily operations of the branch as a Teller and meets customer service and sales needs as required by the assigned...
    Hourly pay

    M&T Bank

    North Salem, NY
    1 day ago
  •  ...Beacon Bank in Jefferson Valley, NY seeks a Sr. Universal Banker to perform Senior Teller and Personal Banking Representative duties, delivering outstanding customer experiences, processing transactions, opening new accounts, and expanding relationships. The role promotes... 

    Beacon Bank

    Jefferson Valley, NY
    2 days ago
  • $22.79 - $37.99 per hour

    Job Title Specializes in our branch customer experience through sales, service and digital engagement of our Consumer and Business Banking customers. Supports daily operations of the branch as a Teller and meets customer service and sales needs as required by the assigned...
    Hourly pay

    M&T Bank

    North Salem, NY
    2 days ago
  • Job Description Job Description Purpose/Objective : This role is responsible for developing, managing, and expanding relationships with C&I Commercial clients. The position focuses on driving business growth through proactive client engagement, strategic portfolio...
    Work at office

    ThinkingAhead

    Yorktown Heights, NY
    11 days ago
  •  ...financial skills, as well as the ability to manage relationships with affluent clients. The analyst will identify client needs, offer personalized financial planning solutions, and ensure compliance with all regulatory requirements. Candidates should have 5-8 years of... 

    Citi

    Yorktown Heights, NY
    1 day ago
  • $84.61k - $141.02k

    Job Description Job Description These are the fun damental components of the job: Prospect, sell and develop qualified Retirement plans to corporations and cultivate individual wealth management opportunities Develop and manage relationships with plan sponsors...
    Interim role
    Work at office

    LAWLEY AGENCY, LLC

    Mahopac, NY
    3 days ago
  •  ...Sr. Universal Banker The Sr. Universal Banker position will be responsible to perform the job responsibilities of both a Senior Teller and a Personal Banking Representative. Deliver an exceptional customer experience, process transactions, open new accounts, and proactively... 
    Work at office
    Flexible hours

    Beacon Bank

    Jefferson Valley, NY
    3 days ago
  •  ...Business Banker The Business Banker is responsible for performing intermediate duties and support related to branch operational...  ...at all times. Accurately count currency, friendly and outgoing personality, good customer service skills. Good decision making skills. Must... 
    Work at office
    Local area

    Orange Bank & Trust Company

    Katonah, NY
    19 hours ago
  • JPMorgan Chase & Co. is seeking a Business Relationship Manager in New York to enhance client relationships and manage a portfolio of business clients. The role involves providing tailored financial solutions and advice to clients, focusing on client satisfaction and risk...

    JPMorgan Chase & Co.

    Yorktown Heights, NY
    3 days ago
  • JPMorganChase is looking for a Business Relationship Manager in Yorktown, NY, to improve client lives through financial solutions and advice. This role involves managing a diverse portfolio of business clients, delivering tailored banking solutions, and building relationships...

    JPMorganChase

    Yorktown Heights, NY
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Personal Banker. Be the first to apply!