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.

• Drive proactive needs-based sales conversations through service interactions, teller interactions, and appointment setting
• Maintain a comprehensive understanding of retail banking products and services
• Enhance existing customer relationships and cultivate new ones by understanding and addressing customer needs
• Deliver loan products with correct and complete packages to minimize exceptions
• Make referrals to cross-sell banking products and services across the bank
• Educate customers on transaction-management options using technology and available tools
• Apply product and service knowledge to solve customer problems
• Process deposits, withdrawals, and other routine transactions accurately and confidentially
• Ensure adherence to banking regulations and internal policies

Universal Banker I serving Duncan customers through transactions, lending, and needs-based banking solutions

Universal Banker I

Universal Banker I serving United Community customers in Duncan through transactions, lending, and needs-based solutions. Educating customers on banking technology while ensuring accurate, compliant service.

• 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
• Drive balanced growth across deposits, lending, and investments
• Partner with Wealth, Home Lending, and Business Banking colleagues to coordinate integrated solutions and warm introductions
• Convert qualified opportunities into closed outcomes
• Educate customers on self-service and mobile banking to improve satisfaction, engagement, and service efficiency
• Resolve account inquiries and service requests within authorized limits
• Document actions and establish follow-up plans
• Maintain accurate documentation, exercise sound judgment, escalate issues promptly, and follow policies and regulations
• Work collaboratively in a branch environment to meet customer needs through appropriate referrals

Relationship Banker serving customers at Wells Fargo branches in Myrtle Beach, South Carolina

Relationship Banker

Relationship Banker serving consumer and business customers at Wells Fargo branches in Myrtle Beach, South Carolina. Building relationships, recommending banking solutions, and supporting compliant financial outcomes.

• Provide support across a variety of branch locations within a specific geography where a banker or teller is out of the office or to temporarily cover vacancies
• Be flexible and adaptable to changing priorities and new surroundings while meeting customer needs
• Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially
• Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications
• Receive direction from managers and exercise judgment within defined policies and procedures
• Develop understanding of bank products and services to connect to customers' needs
• Interact with customers to demonstrate care and build relationships
• Provide appropriate options for bank products and services to customer
• Refer customers' financial needs to other bankers and partners as needed

Associate Roving Personal Banker providing customer support across multiple SC branches

Roving Personal Banker

Associate Roving Personal Banker at Wells Fargo assisting customers across several branches in South Carolina. Tasks include supporting account openings and services, maintaining relationships, and ensuring customer satisfaction.

• Engage clients in the lobby to educate and assist with transactions
• Accurately process cash transactions for clients
• Have deep conversations with clients about financial priorities
• Connect clients to solutions that meet 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
• Manages financial center traffic, appointments, and outbound calls effectively
• Drives the client experience
• Manages cash responsibilities

Relationship Banker assisting clients with transactions and financial solutions

Relationship Banker engaging clients in the lobby to assist with transactions and educate on financial solutions. Providing a great client experience while processing cash transactions and managing financial center responsibilities.

• 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 in banking services at Bank of America

Relationship Banker engaging clients in the lobby for banking transactions at Bank of America. Responsible for educating clients on self-service resources and processing cash transactions.

• 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 serving customers in the National Branch Network

Relationship Banker managing customer relationships and providing tailored banking solutions. Collaborating across teams to meet financial needs in a trusted banking environment.

• 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

Senior Branch Premier Banker managing affluent customer relationships at Wells Fargo

Senior Premier Banker

Senior Branch Premier Banker managing affluent consumer and business customer relationships. Driving growth through strategic outreach and delivering comprehensive financial strategies to clients.

• 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 financial and life priorities and connecting clients to solutions that meet 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 financial transactions and solutions

Relationship Banker engaging clients in the Summerville area, providing financial transaction assistance and solutions. Responsible for client relationship building and operational excellence in a banking environment.

• 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 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 customers at multiple branches

Roving Associate Personal Banker providing banking support at various locations. Building customer relationships and facilitating financial services across the branch network.

• Maintain extensive knowledge of retail bank products and services
• Promote, explain, open and renew financial institution services such as consumer loans, IRAs, Certificates of Deposit
• Drive proactive needs-based sales conversations through interactions, including service to sales, teller interactions, and appointment setting
• Educate customers on options for managing transactions using technology
• Assist other staff in serving customers, answering telephones and performing other duties as necessary

Travel Universal Banker providing excellent customer experiences at United Community Bank

Travel Banker

Travel Universal Banker responsible for customer service and financial wellness conversations. Delivering banking services while traveling to various branch locations to assist customers' 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

Relationship Banker engaging clients in financial transactions at Bank of America

Relationship Banker engaging clients at Bank of America, educating them on financial transactions and solutions for their goals. Processing transactions efficiently and building client relationships.

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

Relationship Banker at Bank of America educating clients on transactions

Relationship Banker at Bank of America engaging clients through self-service banking and processing transactions. Building relationships and connecting clients to solutions for their financial goals.

Roving Personal Banker providing banking support across multiple branch locations

Roving Personal Banker providing personalized banking support across multiple branch locations. Engaging with customers and supporting their everyday banking needs in assigned geographic areas.

Relationship Banker serving customers at Wells Fargo branch locations

Relationship Banker serving customers at Wells Fargo branch locations across consumer and business segments. Building relationships and providing tailored banking solutions at Greenville, SC.

• 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 growing and managing client relationships at Wells Fargo

Senior Branch Premier Banker at Wells Fargo growing, deepening, and managing relationships with affluent customers. Serving as the primary point of contact for banking products and services with a focus on customer engagement.

• Serve customers across all segments as the primary point of contact for banking needs
• Help customers reach financial goals through planning, digital engagement, and customized solutions
• Support everyday banking activities like opening accounts and handling service requests
• Build credibility and loyalty through customer engagement and collaboration

Relationship Banker managing customer banking needs in South Carolina

Relationship Banker serving customers in South Carolina, focusing on financial goals and banking solutions. Supporting everyday banking activities and fostering customer relationships through proactive engagement.

Roving Associate Personal Banker providing support across multiple branch locations

Roving Associate Personal Banker providing banking support to customers across multiple branch locations. Connecting customer needs to relevant banking products and services in various environments.

• 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 assisting clients with banking transactions and financial solutions

Relationship Banker engaging clients and assisting with banking transactions via self-service resources. Building relationships and connecting clients to financial solutions.

Banker jobs in South Carolina

See all jobs on JobTailor

Virtual Banker

Universal Banker I

Relationship Banker

Roving Personal Banker

Relationship Banker

Relationship Banker

Relationship Banker

Senior Premier Banker

Relationship Banker

Roving Personal Banker

Travel Banker

Relationship Banker

Relationship Banker

Roving Personal Banker

Relationship Banker

Senior Premier Banker

Relationship Banker

Roving Personal Banker

Relationship Banker