Banker

• 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.

• Attain complete knowledge of products and services and identify referral opportunities across mortgage, wealth, cash management, commercial lending, and residential lending
• Perform teller and platform transactions promptly, efficiently, and accurately
• Deliver and cross-sell banking products according to customer needs
• Assist with branch-specific goals, bank initiatives, and the strategic plan
• Provide customer service for daily transactions, inquiries, problem resolution, and follow-up
• Perform outbound sales activities, including prospecting and calling prospective and existing customers in person, virtually, and by phone
• Maintain customer confidentiality in accordance with bank policy
• Operate required technology
• Use the customer management system to document interactions, send referrals, and update campaigns
• Participate in community activities as necessary

Relationship Banker delivering teller, sales, and customer service for Penn Community Bank

Relationship Banker

Relationship Banker supporting teller transactions, customer service, and product sales for Penn Community Bank.
Serving Bethlehem or Allentown customers while generating referrals and meeting branch goals.

• Build lasting customer relationships through proactive, meaningful conversations supporting financial well-being and engagement
• 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 accurately processing transactions
• Use 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
• Flex between cash handling and customer banking activities to support branch operations

Personal Banker helping Pennsylvania customers with everyday banking at Wells Fargo branches

Personal Banker

Personal Banker supporting everyday banking, account openings, cash transactions, and credit applications at Wells Fargo branches in Pennsylvania.
Building customer relationships, identifying needs, and referring clients to appropriate banking specialists.

• Build lasting customer relationships through proactive, meaningful conversations supporting financial well-being and engagement
• 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 accurately processing transactions
• Use 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
• Flex between cash handling and customer banking activities to support branch operations

Associate Personal Banker helping Pennsylvania customers with everyday banking at Wells Fargo

Associate Personal Banker supporting Wells Fargo customers with accounts, transactions, credit applications, and banking solutions. Building relationships and delivering compliant service across Pennsylvania branches.

• Support RBC USWM field and management in growing the cash and lending business
• Communicate the importance of incorporating lending and cash management into an advisory practice
• Partner with Financial Advisors to understand their clients, identify and analyze business opportunities
• Build cash management and lending product awareness among RBC Financial Advisors
• Serve as the key relationship manager to financial advisors for their clients’ cash management and lending needs
• Report key performance metrics to the Divisional Manager, Wealth Management Banking
• Partner with the Associate Banker(s) to provide solutions and support

Wealth Management Banker supporting RBC's cash and lending business

Wealth Management Banker

Wealth Management Banker supporting RBC's cash and lending business through advisory practices. Building relationships with Financial Advisors and clients to drive cash management and lending revenue.

• 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 providing financial solutions for clients in Philadelphia

Relationship Banker – Spanish Required

Relationship Banker engaging clients in Philadelphia's financial center, providing solutions through self-service resources and driving the client experience. Responsibilities include managing cash transactions and adhering to bank procedures.

• 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
• connecting clients to solutions that meet the financial goals

Engage clients as a Relationship Banker at Bank of America

Engage clients in lobby to educate on banking transactions at Bank of America. Process cash transactions and connect clients to solutions for their 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
• Connecting clients to solutions that meet the financial goals

Relationship Banker engaging clients to assist with banking transactions at Bank of America

Relationship Banker engaging clients in the lobby to educate and assist with transactions at Bank of America. Connecting clients to banking solutions through self-service resources.

Relationship Banker assisting clients with financial transactions

Relationship Banker educating and assisting clients with financial transactions in Bank of America's financial centers. Engaging clients and providing tailored financial solutions based on their 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
• 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 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

Engaging clients to assist with transactions at Bank of America

Relationship Banker engaging clients in the lobby and assisting with cash transactions at Bank of America. Fostering strong client relationships and driving financial solutions for their 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 at Bank of America assisting clients with transactions

Relationship Banker at Bank of America assisting clients with transactions and educating them on financial solutions. Engaging clients through self-service resources like mobile and online banking.

• 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 to improve their financial lives at Bank of America

Relationship Banker engaging clients in lobby to assist with transactions at Bank of America. Focused on delivering financial solutions and enhancing client experiences through deep conversations.

• 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 assisting clients with banking transactions

Relationship Banker engaging with clients in the lobby for financial assistance at Bank of America. Responsible for processing transactions and providing financial solutions.

• 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

Engaging clients and assisting with banking transactions at Bank of America locations

Engaging clients in the lobby and assisting with banking transactions at Bank of America. Responsible for processing transactions through self-service resources and building client relationships.

Relationship Banker engaging clients for transactions and financial solutions

Relationship Banker engaging clients in lobby for transactions and financial solutions at Bank of America. Providing a culture of caring and support for teammates' wellness and success.

• 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 assisting clients with transactions at Bank of America

Relationship Banker assisting clients with transactions at Bank of America. Engaging clients and building relationships while ensuring operational excellence in banking services.

• Identify, solicit, develop, manage, service, retain and grow long-term profitable commercial relationships for clients
• Offer a full range of loan, deposit, and fee-based services
• Leverage the CCB Industry & Advisory teams to create the optimal client experience
• Refer business and personal financial needs of assigned clients through the appropriate channel according to Integrated Relationship Management (IRM)
• Manage, service and grow an assigned book of commercial banking clients
• Execute on prospecting activities to grow new commercial banking households
• Understand and contribute to the credit decisioning process, including analysis and interpretation of financial statements
• Focus on driving continual improvement in portfolio revenue growth and new production revenue
• Proactively contact clients to fully develop commercial banking relationships

Commercial Banker managing long-term profitable commercial relationships

Commercial Banker I/II

Commercial Banker managing and growing client relationships with financial services. Identifying, soliciting, and retaining profitable commercial clients ranging from $10MM to $100MM in annual sales.

• Proactively acquire, manage, and grow a portfolio of consumer and business customer relationships
• Lead discovery‑driven conversations to understand customer goals and deliver tailored banking and credit strategies
• Partner with a team of professionals across Wealth, Home Lending, and Business Banking to deliver integrated solutions
• Resolve account inquiries and service requests within authorized limits

Relationship Banker serving customers in the Wells Fargo National Branch Network

Relationship Banker role at Wells Fargo serving diverse customer segments and enhancing financial well-being through tailored solutions. Engaging in collaborative banking practices with a focus on customer relationships and financial goals.

• Proactively acquire, manage, and grow a portfolio of consumer and business customer relationships
• 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
• 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
• Resolve account inquiries and service requests within authorized limits, documenting actions and setting follow-up plans that reinforce trust and ease
• Demonstrate risk excellence through accurate documentation, sound judgment, timely issue escalation, and adherence to policies and regulations to support strong control outcomes

Relationship Banker at Wells Fargo providing tailored banking solutions

Relationship Banker at Wells Fargo managing customer relationships and delivering customized banking solutions. Focusing on financial goals with strong collaboration in a branch environment.

• Proactively acquire, manage, and grow a portfolio of consumer and business customer relationships
• 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
• 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.
• Resolve account inquiries and service requests within authorized limits, documenting actions and setting follow-up plans that reinforce trust and ease.

Relationship Banker serving customers with everyday banking needs and tailored solutions

Relationship Banker managing portfolios and delivering tailored banking strategies for customer financial goals. Collaborating with professionals across Wealth, Home Lending, and Business Banking for integrated solutions.

Banker jobs in Pennsylvania

See all jobs on JobTailor

Virtual Banker

Relationship Banker

Personal Banker

Personal Banker

Wealth Management Banker

Relationship Banker – Spanish Required

Relationship Banker – Spanish Required

Relationship Banker

Relationship Banker

Relationship Banker

Relationship Banker

Relationship Banker

Relationship Banker

Relationship Banker

Relationship Banker

Relationship Banker

Commercial Banker I/II

Relationship Banker

Relationship Banker

Relationship Banker