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.

• Engage clients in the lobby to educate and assist with transactions through mobile banking, online banking, and ATMs
• Accurately and efficiently process cash transactions
• Have deep conversations with clients to understand 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
• Partner with small business, lending, and investment experts to grow business knowledge and networks
• Manage financial center traffic, appointments, and outbound calls
• Drive the client experience
• Manage cash responsibilities

Relationship Banker helping Bellingham clients achieve financial goals at Bank of America

Relationship Banker

Relationship Banker helping Bellingham clients achieve financial goals at Bank of America.
Educating clients on banking services, processing cash transactions, and connecting them with tailored financial solutions.

• 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 Personal Banker supporting multiple branches in Washington state

Personal Banker

Roving Personal Banker supporting multiple branches in Washington state for Wells Fargo. Providing personalized banking support and building customer relationships.

• 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
• 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 at Bank of America to meet financial needs

Relationship Banker at Bank of America educating clients and assisting with transactions through self-service resources. Building strong relationships to meet financial goals and improve client experience.

• 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 the financial goals
• 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

Relationship Banker engaging clients and assisting with banking transactions at Bank of America

Relationship Banker engaging clients and assisting them with banking transactions through self-service resources. Educating clients on financial solutions while maintaining high customer experience.

Roving Personal Banker providing banking support in multiple branch locations at Wells Fargo

Roving Personal Banker providing personalized banking support across multiple branches at Wells Fargo. Focused on customer engagement and driving branch growth through service support and financial product solutions.

Provide personalized banking support across multiple branches at Wells Fargo

Roving Personal Banker

Provide personalized banking support across multiple branch locations for Wells Fargo. Build customer relationships and assist with everyday banking needs while adapting to various branch environments.

• 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 Relationship Banker assisting clients at Bank of America

Engaging Relationship Banker at Bank of America assisting clients in lobby and educating about services. Focused on improving client financial lives and responsible for cash transactions.

• Engaging clients in the lobby to educate and assist with transactions
• Processing cash transactions accurately
• Conducting deep conversations with clients to understand financial goals
• Building relationships with clients to meet financial needs
• Following established processes and guidelines
• Managing financial center traffic, appointments, and outbound calls

Relationship Banker engaging clients and processing transactions at Bank of America

Relationship Banker engaged in educating clients and assisting with transactions at Bank of America. Building relationships and meeting financial needs in a collaborative in-office environment.

• 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.

• Engage clients in the lobby and assist with transactions
• Educate clients on self-service banking options
• Process cash transactions efficiently
• Build relationships with clients to meet their financial needs

Relationship Banker assisting clients with banking transactions

Relationship Banker assisting clients in financial center locations with transactions and self-service education. Focused on building client relationships and meeting financial 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 financial and life priorities
• Connecting clients to solutions that meet financial goals

Relationship Banker assisting clients with transactions and financial solutions at Bank of America

Relationship Banker assisting clients with self-service banking transactions and financial solutions at Bank of America. Building relationships and providing a great client experience is key to the role.

• 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 building relationships and supporting customer banking needs at Wells Fargo

Associate Personal Banker at Wells Fargo, building lasting customer relationships and facilitating everyday banking needs. Driving branch growth through proactive outreach and customer engagement.

Banker jobs in Washington

See all jobs on JobTailor

Virtual Banker

Relationship Banker

Personal Banker

Relationship Banker

Relationship Banker

Personal Banker

Roving Personal Banker

Relationship Banker

Relationship Banker

Virtual Personal Banker

Relationship Banker

Relationship Banker

Personal Banker