Banker

• Ask personalized questions to convert transactions, account maintenance, and routine service requests into cross-sell conversations
• Deepen client relationships while meeting customer needs
• Create sales opportunities by calling leads
• Visit businesses to offer workplace banking
• Develop referral networks
• Achieve daily key performance metrics while balancing competing priorities
• Perform transactions, manage a cash drawer, and complete bank documentation according to industry and legal standards
• Perform other job duties as assigned

Personal Banker building customer relationships and selling financial solutions for UMB in Fresno

Personal Banker

Personal Banker building customer relationships and selling financial solutions at UMB, a financial services company. Handling branch transactions, cash management, cross-selling, and referral development in Fresno.

• Ask personalized questions to convert transactions, account maintenance, and routine service requests into cross-sell conversations
• Deepen client relationships while meeting customer needs
• Create sales opportunities by calling leads
• Visit businesses to offer workplace banking
• Develop referral networks
• Achieve daily key performance metrics while balancing competing priorities
• Learn and perform transactions, manage a cash drawer, and complete bank documentation according to industry and legal standards
• Perform other duties as assigned

Personal Banker building customer relationships and selling financial solutions at UMB in Fresno

Personal Banker II

Personal Banker building customer relationships and recommending UMB financial products in Fresno. Handling transactions, generating sales opportunities, and supporting customers’ financial well-being.

• Build lasting customer relationships through proactive, meaningful conversations that support financial well-being and deepen engagement
• Lead discovery-driven conversations to 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 everyday banking needs, including new account openings, service requests, and credit applications
• Perform cash handling and teller line activities while accurately processing transactions and maintaining compliance
• 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
• Work a schedule that includes Saturdays

Associate Personal Banker building customer relationships at Wells Fargo, a diversified financial services company

Associate Personal Banker supporting customers at Wells Fargo, a diversified financial services company. Handling accounts, transactions, credit applications, referrals, and compliant branch service.

• Acquire new affluent consumer and business customers and deepen existing relationships through outreach, referrals, and appointments
• Conduct discovery-driven conversations to understand customer goals and deliver tailored banking and credit strategies
• Provide comprehensive, multi-product guidance and ongoing reviews across life stages and financial needs
• Partner with Wealth, Home Lending, and Business Banking to coordinate integrated solutions and convert opportunities into closed outcomes
• Educate customers on self-service and mobile banking options
• Advise branch colleagues on relationship development and complex client needs
• Maintain accurate documentation, exercise sound judgment, escalate issues timely, and follow policies and regulations
• Open accounts, handle service requests, and support everyday banking needs

Senior Premier Banker growing affluent customer relationships for Wells Fargo banking branches

Senior Premier Banker

Senior Premier Banker growing affluent customer relationships for Wells Fargo branches. Providing holistic banking, credit, investment, lending, and business-banking solutions.

• Build lasting customer relationships through proactive, meaningful conversations supporting financial well-being
• Understand customer needs and connect them with relevant banking products, services, and solutions
• Identify opportunities, promote solutions, and make appropriate referrals to meet customer and business goals
• 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 the customer experience
• Deliver accurate, compliant service within defined risk controls
• Collaborate with branch teammates to coordinate handoffs to licensed bankers or specialists
• Flex between cash handling and customer banking activities, emphasizing account openings and ongoing account support

Associate Personal Banker serving customers at Wells Fargo branches in Napa and Sonoma

Associate Personal Banker supporting customer banking, cash handling, account openings, and referrals at Wells Fargo branches in Napa and Sonoma. Building relationships while delivering compliant service and digital banking guidance.

• Acquire new affluent consumer and business customers and deepen existing relationships through outreach, referrals, and appointments
• Conduct discovery-driven conversations to understand customer goals and provide tailored banking and credit strategies
• Serve as the primary financial partner through comprehensive, multi-product guidance and ongoing reviews
• Coordinate integrated solutions with Wealth, Home Lending, and Business Banking partners
• Promote digital and mobile banking adoption
• Advise branch colleagues on relationship development and complex client needs
• Maintain accurate documentation, exercise sound judgment, escalate issues, and follow policies and regulations
• Open accounts, handle service requests, and support customers’ everyday banking needs
• Own and grow a defined book of business across deposits, lending, investments, home lending, and business banking

Senior Premier Banker growing affluent customer relationships for Wells Fargo branches in California

Senior Premier Banker growing affluent customer relationships for Wells Fargo branches in California. Delivering integrated banking, lending, investment, and credit solutions while managing risk and compliance.

• 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
• Flex between cash handling and customer banking activities to support branch operations

Roving Personal Banker helping California customers with everyday banking at Wells Fargo branches

Roving Personal Banker

Roving Personal Banker supporting Wells Fargo customers across California branches with accounts, transactions, credit applications, and banking referrals. Providing compliant service while adapting to changing branch teams and locations.

• Serving as the first point of contact for financial center clients
• Helping to uncover personal banking needs of clients
• Offering appropriate solutions and connecting clients to specialists
• Deepening client relationships through platform services
• Supporting clients with self-service or transactional activities
• Conducting consistent follow-up routines and outbound calls

Senior Banker as first point of contact for Bank of America clients

Senior Banker

Senior Banker serving as the first point of contact for financial center clients at Bank of America. Uncovering banking needs and connecting clients with appropriate solutions.

• engaging clients in the lobby to educate and assist
• processing cash transactions for clients
• having deep conversations with clients to connect them with financial solutions

Relationship Banker assisting clients with banking transactions

Relationship Banker

Relationship Banker assisting clients in-person with financial transactions and solutions. Collaborating with clients to enhance their banking experience and meet financial goals.

• Engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM
• Accurately and efficiently processing cash transactions for clients as needed
• Having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals

Relationship Banker engaging clients for financial solutions

Relationship Banker helping clients with financial transactions and solutions at Bank of America locations. Engaging clients and processing transactions through self-service resources like mobile and online banking.

• Proactively acquire new affluent consumer and business customers while deepening existing relationships through strategic outreach, referrals, and pre-planned customer appointments
• Lead discovery‑driven conversations to understand customer goals and deliver tailored banking and credit strategies that strengthen relationships, increase retention, and drive balanced growth across deposits, lending, and investments
• Serve as the primary financial partner delivering comprehensive, multi‑product guidance and ongoing reviews across life stages and evolving financial needs
• Partner with a team of professionals across Wealth, Home Lending, and Business Banking to deliver integrated solutions by coordinating warm introductions, setting clear expectations, and taking personal ownership to convert qualified opportunities into closed outcomes
• Champion digital adoption by educating customers on self-service and mobile banking options to elevate satisfaction, engagement, and service efficiency
• Serve as an active member of the branch team by advising colleagues on relationship development and the management of complex client needs
• Demonstrate risk excellence through accurate documentation, sound judgment, timely issue escalation, and adherence to policies and regulations to support strong control outcomes

Senior Branch Premier Banker managing affluent consumer and business banking relationships

Senior Branch Premier Banker managing affluent consumer and business banking relationships. Focused on deepening customer engagement and delivering tailored banking and credit strategies across multiple products.

• Engaging clients in the lobby to educate and assist with transactions
• Processing cash transactions for clients as needed
• Having deep conversations with clients about their financial goals
• Connecting clients to appropriate solutions

Relationship Banker engaging clients in transactions at Bank of America

Relationship Banker engaging clients in financial transactions at Bank of America locations. Processing cash transactions, educating clients on banking solutions, and addressing financial goals.

• This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM.
• Executes the bank's risk culture and strives for operational excellence
• Builds relationships with clients to meet financial needs
• Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
• Grows business knowledge and network by partnering with experts in small business, lending, and investments
• Manages financial center traffic, appointments, and outbound calls effectively
• Drives the client experience
• Manages cash responsibilities

Relationship Banker engaging clients at Bank of America to assist in financial transactions

Relationship Banker role at Bank of America engaging clients in financial transactions and providing solutions. Assists clients with self-service banking resources and builds relationships to meet needs.

• Engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM
• Accurately and efficiently processing cash transactions for clients as needed
• Having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals
• Executes the bank's risk culture and strives for operational excellence
• Builds relationships with clients to meet financial needs
• Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
• Grows business knowledge and network by partnering with experts in small business, lending, and investments
• Manages financial center traffic, appointments, and outbound calls effectively
• Drives the client experience
• Manages cash responsibilities

Relationship Banker engaging clients and assisting transactions at Bank of America

Relationship Banker engaging clients in the lobby to assist with transactions through self-service resources at Bank of America. Building relationships to connect clients to financial solutions while adhering to operational excellence.

Relationship Banker engaging clients in financial solutions at Bank of America

Relationship Banker engaging clients in financial solutions at Bank of America. Focused on delivering an improved financial experience through assistance with transactions and financial goals.

• Engaging clients in the lobby to educate and assist with conducting transactions
• Accurately and efficiently processing cash transactions
• Having deep conversations with clients to gain in-depth knowledge of financial priorities
• Connecting clients to solutions that meet financial goals

Relationship Banker engaging clients to conduct financial transactions and provide solutions

Relationship Banker at Bank of America engaging clients in lobby for financial transactions and solutions. Educating clients and processing cash transactions to meet their financial goals.

• Engaging clients in the lobby to educate and assist with conducting transactions
• Accurately and efficiently processing cash transactions for clients
• Having deep conversations with clients to gain in-depth knowledge of financial and life priorities
• Connecting clients to solutions that meet their financial goals
• Following established processes and guidelines in daily activities
• Managing financial center traffic, appointments, and outbound calls effectively
• Driving the client experience

Bank of America Relationship Banker assisting clients with transactions

Bank of America Relationship Banker engaging clients in lobby to assist with transactions and educate them on self-service options. Responsible for building relationships and driving client experience while adhering to processes.

• Participate in soliciting residential mortgages from various sources
• Produce high quality jumbo loans which are compliant and provide excellent customer service
• Build relationships focused on affluent borrowers with realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources
• Develop and maintain a high degree of visibility for Wells Fargo Home Mortgage in the marketplace; stay informed of mortgage industry trends and developments in the assigned market
• Present recommendations for producing loans and exercise some independent judgment while developing understanding of and adherence to Private Mortgage Banking Sales functional area, policies, procedures, compliance requirements, and generating loans
• Understand real estate appraisals, title reports, and real estate transactions
• Receive customer applications, quote the rate and points, and complete follow-up activities with the registration lock-in; analyze and offer mortgage loan products based on client needs
• Review and analyze low to moderately complex financial and credit data; match customer needs with an appropriate loan program and level of risk
• Inform prospective and existing customers of Wells Fargo Home Mortgage programs, rates, policies, underwriting requirements, and loan procedures; maintain high standard of client satisfaction and quality by ensuring timely and proactive customer communication
• Pursue Wells Fargo training offerings to increase knowledge of company products, policies and procedures, and underwriting requirements

Private Mortgage Banker assisting with jumbo loans and customer relations

Private Mortgage Banker

Private Mortgage Banker focusing on affluent borrowers and jumbo loans at Wells Fargo. Building relationships and ensuring customer satisfaction in the mortgage process.

• Proactively acquire new affluent consumer and business customers while deepening existing relationships through strategic outreach, referrals, and pre-planned customer appointments
• Lead discovery-driven conversations to understand customer goals and deliver tailored banking and credit strategies that strengthen relationships, increase retention, and drive balanced growth across deposits, lending, and investments
• Serve as the primary financial partner delivering comprehensive, multi-product guidance and ongoing reviews across life stages and evolving financial needs
• Partner with a team of professionals across Wealth, Home Lending, and Business Banking to deliver integrated solutions by coordinating warm introductions, setting clear expectations, and taking personal ownership to convert qualified opportunities into closed outcomes
• Champion digital adoption by educating customers on self-service and mobile banking options to elevate satisfaction, engagement, and service efficiency
• Serve as an active member of the branch team by advising colleagues on relationship development and the management of complex client needs
• Demonstrate risk excellence through accurate documentation, sound judgment, timely issue escalation, and adherence to policies and regulations to support strong control outcomes

Senior Branch Premier Banker managing affluent customer relationships in banking services

Senior Branch Premier Banker managing relationships with affluent clients at Wells Fargo. Focused on acquiring new customers and delivering comprehensive financial guidance.

Senior Branch Premier Banker managing affluent customer relationships at Wells Fargo

Senior Branch Premier Banker managing affluent consumer and business customer relationships at Wells Fargo. Leading tailored banking strategies and driving integrations with Wealth and Home Lending teams.

Banker jobs in California

See all jobs on JobTailor

Personal Banker

Personal Banker II

Personal Banker

Senior Premier Banker

Personal Banker

Senior Premier Banker

Roving Personal Banker

Senior Banker

Relationship Banker

Relationship Banker

Senior Premier Banker

Relationship Banker

Relationship Banker

Relationship Banker

Relationship Banker

Relationship Banker

Relationship Banker

Private Mortgage Banker

Senior Premier Banker

Senior Premier Banker