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.

• Provide personalized banking support across multiple branch locations
• Adapt quickly to new branch environments and customer needs
• Build lasting customer relationships through proactive, meaningful conversations
• Lead discovery driven conversations to understand customer needs
• Drive branch growth by identifying opportunities
• Support everyday banking needs, including account openings and credit applications
• Perform cash handling and teller line activities
• Collaborate with branch teammates to ensure customers are connected to the right expertise

Roving Associate Personal Banker providing banking support across multiple locations

Roving Personal Banker

Roving Associate Personal Banker at Wells Fargo supporting banking across multiple locations and building customer relationships. Adapting to new branch environments and driving growth through everyday banking needs.

• Build lasting customer relationships through proactive, meaningful conversations
• Lead discovery-driven conversations to understand customer needs
• Drive branch growth by identifying opportunities, promoting solutions
• Support everyday banking needs, including new account openings
• Perform cash handling and teller line activities
• Collaborate with branch teammates to coordinate seamless handoffs

Associate Personal Banker building customer relationships at Wells Fargo branch

Personal Banker

Associate Personal Banker building customer relationships and supporting banking needs at Wells Fargo branch in Utah. Engage with customers to promote financial solutions and services for their needs.

• 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 the financial and life priorities
• Connecting clients to solutions that meet their financial goals

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

Relationship Banker

Relationship Banker engaging clients to assist with conducting transactions through self-service resources. Building relationships and connecting clients to financial solutions.

• Recommend FFCU financial products and services to members to meet individual member needs.
• Process and manage member accounts and/or open new and sub-accounts.
• Process, manage and decision consumer loan applications per consumer lending policies and underwriting guidelines.
• Process and manage credit and debit cards.
• Troubleshoot, research, respond, and provide training on member services technology and related issues.
• Work with other employees and departments to ensure member requests are processed for investments, mortgages, business loans, and insurance.
• Participate in special projects and perform other assignments as needed.
• May occasionally travel to attend meetings, conferences, training, or other work-related events.

Member Advisor supporting Virtual Branch at Firefighters First Federal Credit Union

Virtual Personal Banker

Member Advisor supporting Virtual Branch at Firefighters First Federal Credit Union. Focus on member service, financial product recommendations, and credit card management.

• 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 new 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 judgement 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

Associate Personal Banker at Wells Fargo building customer relationships

Associate Personal Banker at Wells Fargo supporting customer banking needs and driving branch growth. Collaborating with teammates to ensure a high-quality customer experience while managing transactions.

Banker jobs in Utah

See all jobs on JobTailor

Virtual Banker

Roving Personal Banker

Personal Banker

Relationship Banker

Virtual Personal Banker

Personal Banker