Banker

• Acquire new affluent consumer and business customers and deepen existing relationships through outreach, referrals, and appointments
• Lead discovery-driven conversations to understand customer goals and deliver tailored banking and credit strategies
• Serve as the primary financial partner, providing comprehensive multi-product guidance and ongoing reviews
• Manage and grow a defined book of business using goals-based planning and prudent risk oversight
• Deliver integrated solutions across deposits, investments, credit, home lending, and business banking
• Partner with Wealth, Home Lending, and Business Banking teams through warm introductions and opportunity conversion
• Educate customers on self-service and mobile banking options to increase satisfaction and service efficiency
• Advise branch colleagues on relationship development and complex client needs
• Maintain accurate documentation, exercise sound judgment, escalate issues, and adhere to policies and regulations
• Transition from the temporary Senior Branch Premier Banker LP role to the SAFE role after licensing requirements and SAFE registration are completed

Senior Premier Banker managing affluent customer relationships for Wells Fargo banking services

Senior Premier Banker

Senior Premier Banker managing affluent customer relationships and holistic banking solutions for Wells Fargo. Growing portfolios across deposits, lending, investments, and business banking.

• Engage clients in the lobby to educate and assist with transactions through mobile banking, online banking, and ATMs
• Accurately and efficiently process cash transactions
• Conduct deep conversations to understand clients’ financial and life priorities
• Connect clients with solutions that meet their financial goals
• Execute the bank’s risk culture and pursue operational excellence
• Build client relationships to meet financial needs
• Follow established processes, guidelines, laws, and regulations
• Partner with experts in small business, lending, and investments
• Manage financial center traffic, appointments, and outbound calls
• Drive the client experience
• Manage cash responsibilities

Relationship Banker helping Bank of America clients with transactions and financial solutions

Relationship Banker

Relationship Banker helping Bank of America clients complete transactions and discover financial solutions. Educating clients on self-service banking while managing cash, appointments, and financial-center traffic.

• 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 and specialists
• Flex between cash handling and customer banking activities, with emphasis on account openings and ongoing account support

Roving Personal Banker supporting customers across Wells Fargo branches in Hudson County

Personal Banker

Roving Personal Banker supporting customers across Wells Fargo branches in Hudson County. Handling banking transactions, account services, referrals, and customer relationships across multiple locations.

• Utilize a sales-through-service approach, using probing questions and active listening to identify member needs
• Recommend solutions that benefit members and deepen their relationship with the Credit Union
• Provide superior banking experiences through virtual engagements
• Assist members in opening and managing financial accounts remotely
• Work with Business Partners to offer holistic member solutions
• Build and maintain a book of business of potential and existing members
• Understand company deposit products and consumer loans
• Create new memberships and activate available accounts
• Perform account maintenance and respond to member inquiries
• Exercise good judgment in decisions that benefit members and organizational goals
• Uphold credit union policies and procedures and champion organizational culture internally and externally

Personal Banker providing virtual banking and financial solutions for Amplify Credit Union members

Virtual Banker

Personal Banker providing virtual banking and financial solutions for Amplify Credit Union members. Opening accounts, serving members, and deepening relationships through consultative sales and service.

• Provide personalized banking support across multiple branch locations within an assigned geographic area, covering for banker and teller absences and temporarily filling open positions as needed
• Adapt quickly to new branch environments, teams, and customer needs while maintaining consistent service quality and adherence to bank standards
• 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 to meet customer and business goals
• Support everyday banking needs, including account openings, service requests, and credit applications
• Perform cash handling and teller line activities, accurately processing transactions while maintaining compliance and operational standards
• Demonstrate comfort using and adopting digital tools and technologies to enhance the customer experience and support evolving banking needs
• Deliver accurate, compliant service while exercising sound judgment within defined risk controls
• Collaborate with branch teammates to coordinate seamless handoffs to licensed bankers or other specialists, ensuring customers are connected to the right expertise

Roving Associate Personal Banker providing personalized banking support across multiple branch locations

Roving Associate Personal Banker supporting everyday banking needs across multiple branches for Wells Fargo. Adapting to new environments and building lasting customer relationships in various locations.

• 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 for transactions and financial guidance at Bank of America

Relationship Banker engaging clients for transactions and financial guidance at Bank of America. Focusing on building relationships and driving customer satisfaction in financial services.

• 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.
• Key responsibilities include accurately and efficiently processing cash transactions for clients as needed.
• Job expectations include 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 in transaction assistance at Bank of America

Relationship Banker engaging clients in transaction assistance at Bank of America. Focused on educating clients about self-service banking methods and connecting them to financial solutions.

• 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 educating them on banking services

As a Relationship Banker, engage clients in banking services and assist with transactions. Focus on operational excellence and client relationship building.

Relationship Banker facilitating banking transactions and client engagement at Bank of America

Relationship Banker – Spanish Required

Relationship Banker responsible for engaging clients and conducting transactions at Bank of America. Fostering financial wellness through service in New Jersey branches.

• 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
• Executing the bank's risk culture and striving for operational excellence
• Building relationships with clients to meet financial needs
• Following established processes and guidelines in daily activities to do what's right for clients and the bank
• Growing business knowledge and network by partnering with experts in small business, lending, and investments
• Managing financial center traffic, appointments, and outbound calls effectively

Relationship Banker engaging clients and processing transactions at Bank of America

Relationship Banker engaging clients in bank lobby and assisting with transactions. Building relationships and connecting clients to financial solutions at Bank of America.

• 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
• Key responsibilities include accurately and efficiently processing cash transactions for clients as needed
• Job expectations include 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 for financial solutions at Bank of America

Relationship Banker at Bank of America engaging clients in financial services and assisting with transactions. Fostering deep financial conversations and managing banking services in the lobby area.

• 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.
• Key responsibilities include accurately and efficiently processing cash transactions for clients as needed.
• Job expectations include 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.

Engaging clients as a Relationship Banker at Bank of America

Engaging clients as a Relationship Banker at Bank of America. Focusing on educating clients on financial solutions and conducting effective cash transactions.

• engaging clients in the lobby to educate and assist with conducting transactions through self-service resources
• accurately and efficiently processing cash transactions for clients
• having deep conversations with clients to gain in-depth knowledge of the financial and life priorities

Relationship Banker assisting clients with transactions at Bank of America

Relationship Banker engaging clients in financial services transactions at Bank of America. Processing cash and educating clients about banking solutions in Jersey City area.

• 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
• Executing the bank's risk culture and striving for operational excellence
• Building relationships with clients to meet financial needs
• Following established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
• Growing business knowledge and network by partnering with experts in small business, lending, and investments
• Managing financial center traffic, appointments, and outbound calls effectively
• Driving the client experience
• Managing cash responsibilities

Relationship Banker engaging clients in lobby for financial transaction assistance

Relationship Banker engaging clients in lobby to assist with transactions. Bank of America dedicated to improving financial lives through connections and responsible growth.

• Provide personalized banking support across multiple branch locations within an assigned geographic area, covering for banker and teller absences and temporarily filling open positions as needed
• Adapt quickly to new branch environments, teams, and customer needs while maintaining consistent service quality and adherence to bank standards
• 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 to meet customer and business goals
• Support everyday banking needs, including account openings, service requests, and credit applications
• Perform cash handling and teller line activities, accurately processing transactions while maintaining compliance and operational standards
• Demonstrate comfort using and adopting digital tools and technologies to enhance the customer experience and support evolving banking needs
• Deliver accurate, compliant service while exercising sound judgment within defined risk controls
• Collaborate with branch teammates to coordinate seamless handoffs to licensed bankers or other specialists, ensuring customers are connected to the right expertise

Roving Associate Personal Banker supporting branch locations within National Branch Network

Personal Banker – SAFE

Roving Associate Personal Banker providing personalized banking support across multiple locations. Building relationships and adapting to customers' banking needs in a dynamic environment.

Personal Banker supporting customer banking needs across multiple branches

Personal Banker – Roving

Personal Banker providing banking support and building customer relationships across assigned locations. Working with customers to address everyday banking needs and promote banking products.

• 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 at Bank of America engaging clients and assisting with transactions

Relationship Banker at Bank of America engaging clients to assist with self-service banking transactions. Building relationships and connecting clients to financial solutions during consultations in the lobby.

• 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 Premier Banker managing affluent consumer and business banking relationships

Senior Premier Banker managing affluent consumer and business banking relationships in Wells Fargo. Proactively acquiring new customers and delivering tailored financial strategies through effective collaboration.

• 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 financial goals

Relationship Banker engaging clients and assisting with financial services

Relationship Banker engaging clients to provide assistance with transactions and financial solutions. Building relationships to meet clients' financial needs through effective communication and problem-solving skills.

• Personal Bankers will be responsible for providing products and services to enhance our Customer relationships.
• The incumbent will get to know their customers, understand and educate them regarding their financial needs, and recommend the appropriate products and services through in-person interactions and outbound calling efforts.
• This role will be responsible for opening new accounts and submitting loan applications.
• The incumbent will comply with Bank policies and procedures, as well as regulatory banking requirements.
• Personal Bankers will resolve customer service issues and perform account maintenance requests for customers as needed, while also recommending and promoting the Bank’s digital banking services.
• Additionally, this role will assist Customers with teller transactions and will be responsible for processing various transactions in a timely, efficient, accurate, and friendly manner.

Personal Banker at WSFS Bank enhancing customer financial relationships

Personal Banker at WSFS Bank providing financial products and services to customers. Building relationships, educating customers, and processing transactions in a friendly manner.

Banker jobs in New Jersey

See all jobs on JobTailor

Senior Premier Banker

Relationship Banker

Personal Banker

Virtual Banker

Personal Banker

Relationship Banker

Relationship Banker

Relationship Banker

Relationship Banker – Spanish Required

Relationship Banker

Relationship Banker

Relationship Banker

Relationship Banker

Relationship Banker

Personal Banker – SAFE

Personal Banker – Roving

Relationship Banker

Senior Premier Banker

Relationship Banker

Personal Banker