Personal Banker
Jobtailor
Build lasting customer relationships through proactive conversations Understand customer needs and connect them with relevant banking products, services, and solutions 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 maintaining compliance and operational standards Use and adopt digital tools and technologies to enhance 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 Deliver strong service through account openings and ongoing account support 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 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 and escal risk concerns 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 Must meet standards related to financial responsibility, character, fitness, and criminal background Subject to credit report review and additional ongoing screening This position is not eligible for Visa sponsorship Core Competencies Demonstrates strong customer relationship management skills, with a focus on understanding customer needs and connecting them to relevant banking products and services. Proficient in cash handling, compliance, and utilizing digital tools to enhance customer experience. Highest-signal resume keywords Customer Relationship Management Cash Handling Digital Tools Proficiency Compliance Adherence Financial Services Experience Hard Skills Cash Handling Account Opening Credit Applications Customer Service Risk Management Soft Skills Active Listening Collaboration Trust Building Effective Communication Proactive Engagement Certifications & Qualifications SAFE Registration Loan Originator Certification Industry Keywords Financial Services Regulatory Compliance Customer-Facing Role Branch Operations Customer Needs Assessment Tools & Technologies Digital Banking Tools Customer Relationship Management Software #J-18808-Ljbffr Jobtailor
- ...Personal Banker Personal Bankers are intentional about delivering a consistent best in class customer experience. A Personal Banker is a customer service and proactive sales focused position tasked with engaging existing and prospective customers to determine and meet...SuggestedLocal area
- ...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
$17 - $29.75 per hour
...client-focused company that is firmly rooted in its core values. Responsibilities The Relationship Banker builds and strengthens client relationships by delivering personalized financial advice and solutions. This role focuses on understanding client needs, providing...Suggested- ...Job Title Responsible for providing an industry leading client service experience both in person and on the phone through the development and expansion of new and existing client relationships. Provides financial solutions that meet client needs based on consultative...SuggestedTemporary workWork at officeNight shiftWeekend work
- Truist in Lithonia, GA is seeking a Regular full-time teller supporting client transactions and delivering superior service while maintaining accurate records. The role emphasizes helping clients use digital tools and participating in sales/IRM activities to meet financial...SuggestedFull timeWeekend work
- 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 every day. Being a...Work at officeFlexible hoursShift workWeekend workDay shift
- ...Relationship Banker Business Specialist At PNC, our people are our greatest differentiator and competitive advantage in the markets... ...(EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age,...Full timeTemporary workPart timeWork experience placementWork at office
$23 per hour
...Universal Banker IIf you would enjoy working in a dynamic environment and are looking for an opportunity to become part of a stellar team... ...valued and connected to Georgia's Own Credit Union, whether in person, over the phone, or digitally.Receives and processes financial...Hourly payFor contractorsWork experience placementFor subcontractorWork at officeLocal areaFlexible hoursNight shift- ...Excellent interpersonal and communication skills, including a desire to interact with clients and prospects Ability to master personal computer (PC) keyboard and software skills necessary for branch automation Ability to multi-task under time constraints Demonstrated...Temporary workPart timeWork at officeNight shiftWeekend work
- Job Description:Job DescriptionAt 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...Full timeTemporary workDay shift
$15 - $18 per hour
...meet financial needs. This role requires daily outbound calling, including high-volume collection activity, meeting with customers in person, and closing loans. The FSR is accountable for keeping accounts current while consistently generating new business. Success in this...Hourly payWork at officeLocal areaShift work- ...Associate Banker At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity...Part time
$65.6k - $92.68k
...planning acumen, confidently guide participants through managed account solutions, and deepen relationships through proactive, personalized engagements that support overall financial well-being. The successful Consultant likes helping customers achieve their retirement...16 hoursTemporary workWork experience placementCasual workWork at officeLocal areaRemote workWork from homeWork visaRelocation packageFlexible hoursShift work- 4 days ago Be among the first 25 applicants Direct message the job poster from Modern Woodmen of America Regional Director and Recruiter for Modern Woodmen of America Launch your financial services career with an organization that positively impacts thousands of families...Full timeLocal area
$16 - $22 per hour
Financial CounselorWe are seeking a compassionate and detail-oriented Financial Counselor to join our team. The Financial Counselor plays a critical role in supporting patients by helping them navigate insurance coverage, payment options, and financial assistance programs...- ...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...
$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...Work at office$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$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$45k - $100k
...that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives – the best of both worlds A culture of continuous improvement and professional development Key Responsibilities...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- Thrivent invites motivated professionals to join as Financial Advisors, helping clients achieve financial clarity and generous living. You will receive comprehensive training to obtain licenses, then build a practice serving your community. You’ll work with experienced ...Flexible hours
$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$99.04k
...required). Reside near or willing to commute to our Duluth location. Excellent communication and interpersonal skills. Strong personal financial management acumen. Track record of success in past roles and/or significant personal achievements. Strong natural market...Full timeFor contractorsLocal area- ...and blood disorder care close to home for patients throughout Gwinnett County. Our team combines advanced clinical care with the personal attention patients and families deserve during some of the most important moments of their lives. Every role at SHOA contributes...Work experience placement
$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- ...dedicated to bringing financial peace of mind to communities, one person at a time. Whether a customer wants to grow their business, buy... ...center. This position will serve as both a Teller and Personal Banker to support customer and team needs. Performs other projects and...Work experience placementWork at officeRemote workFlexible hours
- ...Job Description The Universal Banker provide a proactive, consultative style of banking that builds customer relationships based on trust and the ability to identity financial needs and recommend solutions. You will be responsible for assisting with branch operations...Work experience placementBank staffWork at office
- ...essential functions of their positions. Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or...Full timeTemporary workPart timeWork experience placementWork at office
- Georgia United Credit Union is seeking a Branch Associate to welcome members, open and close accounts, and explain our products. You will assist with loan applications, resolve account discrepancies, and support ATM+ transactions while upholding security and compliance....
- ...Job Title Float Universal Bankers Job Description Float Universal Bankers will be required to travel to multiple branches as assigned by the Area Leader and/or Branch Leader. Provide timely and efficient completion of client transactions while maintaining accurate...Full timePart timeWork at office
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