Associate Personal Banker Job at Wells Fargo (Glasgow)

Associate Personal Banker (SAFE)

Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Bran...

Location

United States , Alexandria

Salary:

Not provided

Wells Fargo

Expiration Date

March 30, 2026

Requirements

6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Job Responsibility

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 judgement 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

What we offer

robust benefits
competitive compensation
programs designed to help you find work-life balance and well-being
rewarded for investing in your community
celebrated for being your authentic self
empowered to grow

Fulltime

Personal Banker

As a Personal Banker within PNC's Retail Banking organization, you will be based...

Location

United States of America , Leeds

Salary:

Not provided

PNC Financial Services

Expiration Date

Until further notice

Requirements

Associates or equivalent degree
3+ years experience
Comparable combination of education, job specific certification(s), and experience (including military service) may be considered in lieu of a degree
Subject to additional background checks as required by Consumer Financial Protection Bureau regulations
Knowledge, skills, and abilities for a role
Preferred Skills: Accountability, Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying Opportunities, Leveraging Technology, Proactive Sales
Competencies: Banking Products, Digital Awareness, Effective Communications, Managing Multiple Priorities, Matrix Management, Problem Solving, Prospecting., Retail Lending, Selling., Understanding Customer Needs

Job Responsibility

Acquires and deepens the branch customer base through proactive sales and service activities
Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing
Collaborates with ecosystem partners to grow customer's share of wallet
Positions PNC solutions to drive new revenue and customer loyalty
Drives proactive sales conversations through internal and outbound interactions
Delivers a full PNC conversation with every client interaction
Leverages ecosystem partnerships as well as community Centers of Influence
Creates customer loyalty and grows customer share of wallet through a differentiated customer experience
Performs lobby engagement activities
Educates customers on options for managing financial transactions

What we offer

Medical/prescription drug coverage (with a Health Savings Account feature)
Dental and vision options
Employee and spouse/child life insurance
Short and long-term disability protection
401(k) with PNC match
Pension and stock purchase plans
Dependent care reimbursement account
Back-up child/elder care
Adoption, surrogacy, and doula reimbursement
Educational assistance

Fulltime

New

Associate Roving Personal Banker

Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) for our Nation...

Location

United States , Philadelphia; Abington; Dresher; Horsham; Maple Glen; Rockledge; Warminster; Bensalem

Salary:

Not provided

Wells Fargo

Expiration Date

March 21, 2026

Requirements

6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Job Responsibility

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 judgement 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

What we offer

robust benefits
competitive compensation
programs designed to help you find work-life balance and well-being
reimbursement for mileage

Fulltime

New

Gsg banker associate

The Associate is an intermediate-level position responsible for covering relatio...

Location

Jamaica , Kingston

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

5-8 years of experience
MBA or Master's Degree in Business preferred
Proven and progressive related lending/credit experience or equivalent product experience
Demonstrated credit skills, including a background in credit or financial statements analysis
Experience with large corporate clients, capital markets products, derivatives, credit, cash management, trade, finance and securities products preferred
Comprehensive knowledge of Corporate Banking business including related products, pertinent regulations and the lending and credit approval process
Consistently demonstrate clear and concise written and verbal communication
Demonstrated planning, negotiation, organizational and analytical skills
Bachelor's degree/University degree
English and spanish fluency is mandatory

Job Responsibility

Provide overall relationship management
Provide a wide range of treasury and corporate finance solutions, including day-to-day cash management, trade, vendor finance, foreign exchange, loans, debt capital markets (fixed income and bank), share repurchase, and interest rate and equity derivatives
Cross-selling Citi’s full spectrum of products and services to generate revenue by identifying and responding to customers’ financial, advisory, transactional needs
Conduct marketing and execution activities in coordination with Banking team, Citi’s international offices and product/investment banking partners
Responsible for developing an understanding of all credit, transactional and franchise risks to facilitate deal execution and risk mitigation processes, including the preparation of credit approvals, obtaining Capital and Risk approvals, and supervising transaction return calculations
Evaluate public filings, research reports, operations, business plans and financial forecasts to produce strategic and financial analyses
Continuously stay informed of best practices and market and industry trends
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency

Fulltime

Mid-Corp Associate Banker

The Commercial Banking business in Hungary is seeking a Mid-Corp Associate Banke...

Location

Hungary , Budapest

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

4-8 years of experience
Sound knowledge of banking and investment products and process as well as a track record of providing sound banking and financial advice and solutions to clients
Demonstrates core credit analytical skills
Possesses advanced understanding of accounting principles, financial modelling and statement analysis
Holds an intermediate level of Early Warning Detection skills
Commands ability to close deals and proficiently manage the credit origination process, gather and maintain credit documentation and monitor accounts
Fluent oral and written Hungarian and English is required to perform role effectively
Ability to work effectively in team setting
Excellent interpersonal, communication and influencing skills
A self-starter, with positive/can-do approach, embraces changes and is bold

Job Responsibility

Business origination support: completion of industry and company research and preparation of financial analysis (cash flow, balance sheet, income statement analysis)
Supports the Senior Relationship Managers in the structuring of deals that balance risk and reward
Prepares / oversees new transaction memo proposals & annual credit reviews for the submission to the in-business credit lending management and independent risk departments
Provide support to the daily activities of the relationship manager including account maintenance or servicing related matters
Serves as clients' contact point and is responsible for managing internal departments to address any customer service issues
Proactively owns, responds to, uncovers and anticipates future client needs, roadblocks or risks and expectations
Works with product specialists and subject matter experts to structure innovative and customized solutions that meet clients’ individual needs in the cash management, working capital or strategic financing fields
Works closely with Case Manager on the on-boarding and retention of clients, ensuring the appropriate “Know Your Client” (KYC) and other compliance deliverables are met
Identifies cross-sell opportunities to deepen and increase share of wallet
Drives innovation in the solutions we provide clients and further developing our business where necessary and appropriate

What we offer

Cafeteria Program
Home Office Allowance (for colleagues working in hybrid work models)
Paid Parental Leave Program (maternity and paternity leave)
Private Medical Care Program and onsite medical rooms at our offices
Pension Plan Contribution to voluntary pension fund
Group Life Insurance
Employee Assistance Program
Access to a wide variety of learning and development programs, online course libraries and upskilling platforms, such as Udemy and Degreed
Flexible work arrangements to support you in managing work - life balance
Career progression opportunities across geographies and business lines

Fulltime

Mid-Corp Associate Banker

The Commercial Banking business in Hungary is seeking a Mid-Corp Associate Banke...

Location

Hungary , Budapest

Salary:

10627270.00 - 17818330.00 Ft / Month

Citi

Expiration Date

Until further notice

Requirements

4-8 years of experience
Sound knowledge of banking and investment products and process as well as a track record of providing sound banking and financial advice and solutions to clients
Demonstrates core credit analytical skills
Possesses advanced understanding of accounting principles, financial modelling and statement analysis
Holds an intermediate level of Early Warning Detection skills
Commands ability to close deals and proficiently manage the credit origination process, gather and maintain credit documentation and monitor accounts
Fluent oral and written Hungarian and English is required to perform role effectively
Ability to work effectively in team setting
Excellent interpersonal, communication and influencing skills
A self-starter, with positive/can-do approach, embraces changes and is bold

Job Responsibility

Business origination support: completion of industry and company research and preparation of financial analysis (cash flow, balance sheet, income statement analysis)
Supports the Senior Relationship Managers in the structuring of deals that balance risk and reward
Prepares / oversees new transaction memo proposals & annual credit reviews for the submission to the in-business credit lending management and independent risk departments
Provide support to the daily activities of the relationship manager including account maintenance or servicing related matters
Serves as clients' contact point and is responsible for managing internal departments to address any customer service issues
Proactively owns, responds to, uncovers and anticipates future client needs, roadblocks or risks and expectations
Works with product specialists and subject matter experts to structure innovative and customized solutions that meet clients’ individual needs in the cash management, working capital or strategic financing fields
Works closely with Case Manager on the on-boarding and retention of clients, ensuring the appropriate “Know Your Client” (KYC) and other compliance deliverables are met
Identifies cross-sell opportunities to deepen and increase share of wallet
Drives innovation in the solutions we provide clients and further developing our business where necessary and appropriate

What we offer

Cafeteria Program
Home Office Allowance (for colleagues working in hybrid work models)
Paid Parental Leave Program (maternity and paternity leave)
Private Medical Care Program and onsite medical rooms at our offices
Pension Plan Contribution to voluntary pension fund
Group Life Insurance
Employee Assistance Program
Access to a wide variety of learning and development programs, online course libraries and upskilling platforms, such as Udemy and Degreed
Flexible work arrangements to support you in managing work - life balance
Career progression opportunities across geographies and business lines

Fulltime

Cash Management Sales Officer

The Cash Management Sales Officer is a developing professional role. Deals with ...

Location

Mexico , Zapopan

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

2-5 years commercial banking or relevant experience
Bachelors/University degree or equivalent experience

Job Responsibility

Provide direct sales support to Treasury Consultants in covered markets
Places focus on revenue generating activities associated with the sale of Treasury Products and Services
Prepares proposals and pricing analysis, assist with RFPs and presentations, coordinate credit approvals and exception pricing, coordinate data input for tracking pipeline and activity
Establishes and maintains relationships with Treasury Consultants and Bankers that are directly supported
Provides coverage on product sales related inquiries from Treasury Sales, Bankers, other internal partners and clients
Joins Treasury Consultant on in person sales calls or conference calls when appropriate
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency

Fulltime

Cash Management Sales Officer

The Cash Management Sales Officer is a developing professional role that integra...

Location

Mexico , Cuernavaca

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

2-5 years commercial banking or relevant experience
Bachelors/University degree or equivalent experience
experience in atención a clientes de Gobierno e Instituciones
experience in venta de soluciones de Tesorería cobranza y pagos

Job Responsibility

Provide direct sales support to Treasury Consultants in covered markets
focus on revenue generating activities associated with the sale of Treasury Products and Services
prepare proposals and pricing analysis
assist with RFPs and presentations
coordinate credit approvals and exception pricing
coordinate data input for tracking pipeline and activity
establish and maintain relationships with Treasury Consultants and Bankers that are directly supported
provide coverage on product sales related inquiries from Treasury Sales, Bankers, other internal partners and clients
join Treasury Consultant on in person sales calls or conference calls when appropriate
assess risk when business decisions are made, demonstrating consideration for compliance with applicable laws, rules, and regulations

Fulltime

Associate Personal Banker

Wells Fargo

Location:
United States , Glasgow

Category:
Banking

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
March 21, 2026

Expiration:
March 23, 2026

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