Banker

• Initiate contacts to develop and close new business
• Collaborate across investments, mortgage, small business, trust, lending, and other Northwest products and services
• Cultivate and maintain relationships with business and community referral sources
• Discuss financial planning and gather corporate or personal financial background information
• Develop a high community profile
• Utilize the Northwest office network for referrals and prospects
• Communicate on the development of new business accounts
• Meet or exceed annual production guidelines
• Complete financial profiles, analyze customer needs, and prepare proposals
• Recommend appropriate products and services
• Perform presentations, meetings, and seminars with prospects
• Cross-sell Northwest products and services
• Provide periodic product and services training for Retail Office and Northwest Department personnel
• Ensure compliance with FINRA/SEC regulations and requirements for licensed representatives
• Monitor client accounts and schedule periodic client meetings
• Review financial and investment markets daily
• Minimize nonstandard fee schedules
• Ensure compliance with Northwest policies, procedures, and Federal/State regulations
• Use Microsoft Office, department software, and on-site equipment
• Assist with personal goals, sales and procedure improvements, marketing initiatives, and product/service offerings
• Discourage unsafe work habits and enforce safe work practices for employees
• Ensure employees know emergency procedures

Private Banker serving affluent clients through Northwest Bank’s integrated financial products and services

Private Banker

Private Banker serving affluent clients through Northwest Bank’s integrated banking, investment, lending, and trust services. Developing business, analyzing finances, and managing client relationships.

• Ask personalized questions to understand customers’ financial goals and connect them with suitable solutions
• Create and manage a loan pipeline, focusing on prospecting and cross-selling home equity loans, unsecured personal loans, auto loans, and mortgage referrals
• Source consumer lending opportunities through networking, customer conversations, business development, and proactive sourcing
• Perform transactions, manage a cash drawer, and complete bank documentation according to industry and legal standards
• Challenge daily key performance metrics while balancing priorities and providing a strong customer experience
• Perform other duties as assigned

Personal Banker selling lending solutions at UMB’s Rockford branch

Personal Banker II

Personal Banker selling consumer lending products and financial solutions at UMB’s Rockford branch. Building customer relationships, managing loan pipelines, and growing the bank’s customer base.

• Ask personalized questions to convert transactions, account maintenance, and routine service requests into cross-sell conversations that deepen client relationships
• Create sales opportunities by calling leads, visiting businesses to offer workplace banking, and developing 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
• Recommend and sell financial products and services based on customer needs
• Perform other job duties as assigned

Personal Banker recommending financial products and building customer relationships for UMB in Rockford

Personal Banker I

Personal Banker recommending financial products and building customer relationships for UMB, a financial services company. Handling banking transactions, sales opportunities, and customer financial solutions in Rockford.

• 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.

• Acquire and deepen the branch customer base through proactive sales and service activities
• Identify opportunities to improve customers’ financial wellbeing
• Collaborate with ecosystem partners to grow customers’ share of wallet
• Position PNC solutions to drive new revenue and customer loyalty
• Conduct proactive sales conversations through outbound calling, service-to-sales, teller interactions, appointment setting, and lobby engagement
• Deliver a full PNC conversation during every client interaction to identify appropriate solutions
• Leverage ecosystem partnerships and community Centers of Influence to acquire, expand, and retain relationships
• Educate customers on options for managing financial transactions using technology, tools, and resources
• Identify, mitigate, and solve customer problems effectively
• Manage risk by adhering to policies and procedures and demonstrating sound judgment
• Participate in efficient and accurate branch daily operations

Personal Banker growing customer relationships for PNC’s retail banking business

Personal Banker

Personal Banker growing customer relationships for PNC’s retail banking business in Foley or Spanish Fort, Alabama. Driving sales, service, financial solutions, and branch loyalty.

• Drive proactive needs-based sales conversations through service interactions, teller interactions, and appointment setting
• Maintain comprehensive knowledge 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
• Refer customers to other areas of the bank for additional banking products and services
• Educate customers on transaction-management technology, tools, and resources
• Solve customer problems using product and service knowledge
• Process deposits, withdrawals, and other routine transactions accurately and confidentially
• Ensure adherence to banking regulations and internal policies

Universal Banker serving Savannah customers through transactions, banking guidance, lending, and relationship sales

Universal Banker

Universal Banker serving Savannah customers through transactions, lending support, and needs-based banking guidance. Strengthening relationships through product education, referrals, and compliant service.

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

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

Universal Banker I serving Clarksville customers through banking transactions, financial solutions, and relationship building at United Community

Universal Banker I serving Clarksville customers through transactions, loan products, and needs-based sales at United Community. Building relationships, educating customers on banking technology, and ensuring regulatory compliance.

• Complete a 4-8 week onboarding and education program with rotations in operations and Sales & Service
• Use the consultative sales process and Financial Needs Assessment to build customer profiles and identify financial needs
• Recommend appropriate Retail consumer and small business products and services
• Proactively contact customers and set appointments for periodic financial reviews using CAMP and approved marketing tools
• Cross-sell to existing customers and conduct directed outside sales activities
• Establish relationships with Mortgage, Small Business, Commercial and Investment business partners and refer customers when appropriate
• Meet or exceed customer experience and individual/team production goals and support revenue growth
• Provide guidance to CSRs on sales and referral processes
• Promote customer satisfaction and resolve customer issues
• Open and service Retail products while following policies and procedures
• Participate in consumer loan and bankcard processes from application through closing
• Participate in Financial Center or Bank Mart opening and closing processes
• Maintain confidentiality and mitigate fraud and risk
• Travel within the affiliate for training and attend classroom training outside the affiliate

Retail banker helping Fifth Third customers with financial products, sales, and banking transactions

Retail Personal Banker Associate I

Retail banker helping Fifth Third Bank customers identify financial needs, choose products, and complete transactions. Building relationships, cross-selling services, and processing loans in Huntersville and Cornelius.

• 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 to solutions that meet financial goals
• Execute the bank’s risk culture and strive for operational excellence
• Build relationships with clients to meet financial needs
• Follow established processes, guidelines, laws, and regulations
• Partner with experts in small business, lending, and investments to grow business knowledge and network
• Manage financial center traffic, appointments, and outbound calls
• Drive the client experience
• Manage cash responsibilities

Bank of America Relationship Banker serving clients through in-office financial center banking

Bank of America Relationship Banker serving clients through lobby engagement, cash transactions, and self-service banking education. Connecting customers with financial solutions at an in-office financial center.

• Engage clients in the lobby to educate and assist them with transactions through self-service resources such as mobile banking, online banking, and ATMs
• Accurately and efficiently process cash transactions for clients
• Have deep conversations with clients to understand their financial and life priorities
• Connect clients to solutions that meet their financial goals
• Execute the bank’s risk culture and strive for operational excellence
• Build relationships with clients to meet financial needs
• Follow established processes, guidelines, laws, and regulations
• Grow business knowledge and network by partnering 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 Hempstead clients with banking transactions and financial solutions at Bank of America

Relationship Banker – Spanish Required

Relationship Banker serving Hempstead and South Hempstead clients at Bank of America. Educating clients on self-service banking, processing cash transactions, and connecting them with financial solutions.

• Meet with customers and prospects in person and by phone to determine financial needs
• Proactively offer appropriate products, services, and guidance to help customers achieve financial goals
• Achieve branch targets and goals by identifying customer needs and providing guidance on Regions’ solutions
• Conduct outbound calls from customer and prospect lead lists to expand relationships and acquire new customers
• Educate and advise customers on Regions’ consumer and business products and services, including loans and deposits
• Educate customers on mobile, online, ATM, and other digital banking solutions
• Provide an optimal customer experience, including greeting customers and processing transactions
• Own and resolve customer issues
• Refer customers to internal experts when complex financial needs are identified
• Follow banking processes, procedures, laws, and regulations
• Complete duties delegated and assigned by the Branch Manager
• Help ensure sound banking practices and manage, identify, and report operational risks

Relationship Banker II serving customers and growing financial relationships for Regions Bank

Relationship Banker II

Relationship Banker II serving customers and growing financial relationships for Regions Bank.
Advising customers on consumer and business banking products across Nashville-area branches.

• 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.

• Build lasting customer relationships through proactive, meaningful 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 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

Associate Personal Banker helping Wells Fargo customers with everyday banking and branch services

Associate Personal Banker supporting Wells Fargo customers with account services, cash transactions, credit applications, and digital banking. Building relationships and driving branch growth across North Carolina locations.

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

Associate Personal Banker helping Wells Fargo customers with everyday banking and financial products

Associate Personal Banker supporting Wells Fargo customers with account services, cash transactions, credit applications, and banking solutions. Building relationships and driving branch growth through compliant referrals.

• 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 conversations and outreach
• 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 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

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

Associate Personal Banker supporting Wells Fargo customers with accounts, transactions, credit applications, and digital banking. Building relationships and referring customers to appropriate financial 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.

• 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

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

Banker jobs in United States

See all jobs on JobTailor

Private Banker

Personal Banker II

Personal Banker I

Relationship Banker

Personal Banker

Universal Banker

Personal Banker

Personal Banker II

Universal Banker

Retail Personal Banker Associate I

Relationship Banker

Relationship Banker – Spanish Required

Relationship Banker II

Personal Banker

Personal Banker

Personal Banker

Senior Premier Banker

Personal Banker

Personal Banker

Personal Banker