CrawlJobs Logo
Robert Half Logo Robert Half · Banking

Personal Banker

United States, San Francisco · Job Posted March 18, 2026
Apply Position
Job Link Share

Job Description

This role supports a regional financial institution (Credit Union or regional Bank) with a strong focus on community engagement and personalized client services. This role also collaborates closely with branch and back-office teams to ensure smooth operations and a consistent client experience.

Job Responsibility

  • Perform daily branch functions including teller transactions, wire processing, cash handling, debit card support, and other routine account‑servicing activities
  • Meet with clients in person and by phone to understand their banking needs, explain available products, and support onboarding and setup of new services
  • Maintain, service, and open consumer and business accounts while ensuring compliance with all regulatory standards such as BSA, KYC, and internal operational policies
  • Handle client inquiries by researching issues, resolving discrepancies, managing escalations, and assisting through various communication channels, including shared email inboxes and digital service tools

Requirements

  • BS degree in business or a related field, or equivalent relevant experience
  • At least seven years of relevant experience in banking operations

What we offer

  • medical
  • vision
  • dental
  • life and disability insurance
  • 401(k) plan
Robert Half - All Job Offers

Looking for more opportunities?

Search for other job offers that match your skills and interests.

Suggested Tags: Frontend Developer Secretary Talent Manager Salesforce Administrator Data Analyst
Similar Jobs for

Personal Banker

8 matching positions

New

Personal Banker

Wells Fargo is seeking an Associate Personal Banker (SAFE) to join our National ...
Location
Location
United States , Valdez
Salary
Salary:
23.00 - 31.00 USD / Hour
https://www.wellsfargo.com/ Logo
Wells Fargo
Expiration Date
July 12, 2026
Flip Icon
Requirements
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
  • Prior experience in financial services or a highly regulated, customer-facing role, demonstrating comfort with structured processes, accuracy, and service expectations
  • Experience building trust-based customer relationships through active listening, follow-up, and consistent engagement
  • Comfort initiating outreach (calls, emails, or other channels) to strengthen relationships and identify opportunities to support customer needs
  • Demonstrated comfort with digital tools and technology, with the ability to quickly learn new systems and confidently guide customers in adopting capabilities that enhance their banking experience
  • Ability to identify customer needs and connect them to appropriate solutions, including referrals when additional expertise is needed
  • Proven ability to collaborate with teammates and partners to resolve needs and deliver a seamless customer experience
  • Demonstrated ability to follow policies and regulations while identifying and escalating risk concerns
  • Ability to work a schedule that will include Saturdays
Job Responsibility
Job Responsibility
  • 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
What we offer
What we offer
  • Health benefits
  • 401(k) Plan
  • Paid time off
  • Disability benefits
  • Life insurance, critical illness insurance, and accident insurance
  • Parental leave
  • Critical caregiving leave
  • Discounts and savings
  • Commuter benefits
  • Tuition reimbursement
  • Fulltime
Read More
Arrow Right
New

Personal Banker

Wells Fargo is seeking an Associate Personal Banker (SAFE) to join our National ...
Location
Location
United States , Greenville
Salary
Salary:
Not provided
https://www.wellsfargo.com/ Logo
Wells Fargo
Expiration Date
June 27, 2026
Flip Icon
Requirements
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
Job Responsibility
  • 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
  • Fulltime
!
Read More
Arrow Right
New

Personal Banker

Wells Fargo is seeking an Associate Personal Banker (SAFE) to join our National ...
Location
Location
United States , Pierre
Salary
Salary:
Not provided
https://www.wellsfargo.com/ Logo
Wells Fargo
Expiration Date
June 30, 2026
Flip Icon
Requirements
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
Job Responsibility
  • 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
  • Fulltime
Read More
Arrow Right
New

Personal Banker

Wells Fargo is seeking an Associate Personal Banker (SAFE) to join our National ...
Location
Location
United States , Huntsville-Decatur
Salary
Salary:
Not provided
https://www.wellsfargo.com/ Logo
Wells Fargo
Expiration Date
June 25, 2026
Flip Icon
Requirements
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
Job Responsibility
  • 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
What we offer
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
!
Read More
Arrow Right
New

Personal Banker

Wells Fargo is seeking an Associate Personal Banker (SAFE) to join our National ...
Location
Location
United States , Great Falls
Salary
Salary:
Not provided
https://www.wellsfargo.com/ Logo
Wells Fargo
Expiration Date
June 22, 2026
Flip Icon
Requirements
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
  • Prior experience in financial services or a highly regulated, customer-facing role, demonstrating comfort with structured processes, accuracy, and service expectations
  • Experience building trust-based customer relationships through active listening, follow-up, and consistent engagement
  • Comfort initiating outreach (calls, emails, or other channels) to strengthen relationships and identify opportunities to support customer needs
  • Demonstrated comfort with digital tools and technology, with the ability to quickly learn new systems and confidently guide customers in adopting capabilities that enhance their banking experience
  • Ability to identify customer needs and connect them to appropriate solutions, including referrals when additional expertise is needed
  • Proven ability to collaborate with teammates and partners to resolve needs and deliver a seamless customer experience
  • Demonstrated ability to follow policies and regulations while identifying and escalating risk concerns
  • Ability to work a schedule that will include Saturdays
  • Support branch operations by flexing between cash handling and customer banking activities, with an emphasis on delivering strong service through account openings and ongoing account support
Job Responsibility
Job Responsibility
  • 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
  • Fulltime
!
Read More
Arrow Right
New

Personal Banker

Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Bran...
Location
Location
United States , Sun City Center
Salary
Salary:
Not provided
https://www.wellsfargo.com/ Logo
Wells Fargo
Expiration Date
June 22, 2026
Flip Icon
Requirements
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
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
  • Fulltime
!
Read More
Arrow Right
New

Personal Banker

Wells Fargo is seeking an Associate Personal Banker (SAFE) to join our National ...
Location
Location
United States , La Porte; Deer Park
Salary
Salary:
Not provided
https://www.wellsfargo.com/ Logo
Wells Fargo
Expiration Date
June 21, 2026
Flip Icon
Requirements
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
Job Responsibility
  • 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
  • Fulltime
Read More
Arrow Right
New

Personal Banker

Wells Fargo is seeking an Associate Personal Banker (SAFE) to join our National ...
Location
Location
United States , Fort Collins; Windsor
Salary
Salary:
21.00 - 30.00 USD / Hour
https://www.wellsfargo.com/ Logo
Wells Fargo
Expiration Date
July 09, 2026
Flip Icon
Requirements
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
Job Responsibility
  • 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
What we offer
What we offer
  • Health benefits
  • 401(k) Plan
  • Paid time off
  • Disability benefits
  • Life insurance, critical illness insurance, and accident insurance
  • Parental leave
  • Critical caregiving leave
  • Discounts and savings
  • Commuter benefits
  • Tuition reimbursement
  • Fulltime
Read More
Arrow Right