Personal Banker Job at Robert Half (San Jose)

Personal Banker

Wells Fargo is seeking an Associate Personal Banker (SAFE) for their National Br...

Location

United States , Livingston

Salary:

Not provided

Wells Fargo

Expiration Date

Until further notice

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

Competitive salary
robust benefits package
programs to support your work-life balance and well-being

Fulltime

Entitlement advocate

The Enrollment Medicaid Specialists provides Healthfirst’ s Medicare Advantage P...

Location

United States , New York

Salary:

48600.00 - 65960.00 USD / Year

Healthfirst

Expiration Date

Until further notice

Requirements

High school diploma or GED from an accredited institution
Member facing or customer service experience
Be able to work 9am-5:30pm schedule
Be able to travel throughout the 5 boroughs, Westchester, Orange, Sullivan, Rockland, and Nassau County
Capability to work in a Hybrid Schedule (remote/office/field)
Tech Savvy computer skills such as Microsoft Office Suites: Outlook, Excel, Word, PowerPoint
Bilingual
Be able to communicate and engage with the leadership team on virtual platforms such as Zoom or Microsoft Teams chat as well as in person

Job Responsibility

Handle inbound and outbound calls to and from customers to address their needs while adhering to our service level goals
Screen all incoming calls and handles accordingly
Transfer calls to appropriate staff, unit, or department
Assist callers requesting assistance with Medicaid Renewal application, Medicare Savings Program application, and New Medicaid Applications
Outreach Senior Health Partners, CompleteCare, and Life Improvement Plan members according to approved scripts
Research ePACES and/or Marx for Medicaid and Medicare eligibility, exclusion, and exemption codes
Consult with HRA Medicaid staff as needed and report to supervisor any need for HRA consultation
Document all client calls /outcomes in database systems
Schedule appointments to see members/prospects out in the field to assist with Medicaid Issue or restriction code removals or demographic information changes
Educate potential members on Senior Health Partners, Long term care plan benefits answering questions regarding plan’s features and benefits as well as go through eligibility and requirement for enrollment

What we offer

medical, dental and vision coverage, incentive and recognition programs, life insurance, and 401k contributions

Fulltime

Personal Banker

The main purpose of this job is to deliver an excellent customer experience, thr...

Location

United States , Springfield

Salary:

20.00 - 24.40 USD / Hour

Commerce Bank

Expiration Date

Until further notice

Requirements

High School diploma or equivalent combination of education and experience required
1+ years sales or customer service experience required
Experience working in an environment with individual and team sales goals preferred
Strong sales skills with the ability to provide an excellent customer experience by easily connecting with customers in-person and over the phone
Ability to meet personal and branch sales and customer services expectations
Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities
Team player with excellent written, verbal and interpersonal communication skills
Ability to remain adaptable to a variety of situations with an optimistic outlook that is aligned with our culture and Core Values
Proficient with Microsoft Word, Excel and Outlook

Job Responsibility

Deliver an excellent customer experience both in person and over the phone to ensure we meet customers’ financial needs
Actively listen to our customers so you can make appropriate recommendations that match their needs
Educate customers on a variety of retail products and digital solutions that improves their financial wellness
Ensure financial transactions are completed accurately and efficiently, while complying with all policies, procedures, and regulatory requirements
Establish relationships with other internal departments and refer customers to bank specialists when complex financial needs are identified
Interact with customers both in person and over the phone to ensure their financial needs are being met through needs-based conversations and sales fulfillment
Identify complex financial needs and refer customers to bank specialists when appropriate

What we offer

Employer sponsored health, dental, and vision insurance
401(k)
life insurance
paid vacation
paid personal time
career development
education assistance
voluntary supplemental benefits
performance-based incentive plan(s)

Parttime

New

Personal Banker

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

Location

United States , Portland

Salary:

Not provided

Wells Fargo

Expiration Date

February 25, 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
This position requires SAFE registration at the time of employment
Ability to work a schedule that may include most Saturdays
Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed
This position is not eligible for Visa sponsorship

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

Fulltime

New

Associate Personal Banker (SAFE)

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

Location

United States , Brownsville

Salary:

Not provided

Wells Fargo

Expiration Date

February 26, 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
This position requires SAFE registration at the time of employment
Must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies
Must meet ongoing regulatory requirements including additional screening
This position is not eligible for Visa sponsorship

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
This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction

What we offer

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

Fulltime

!

New

Associate Personal Banker

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

Location

United States , DAYTONA BEACH; DELTONA

Salary:

Not provided

Wells Fargo

Expiration Date

February 27, 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
This position requires SAFE registration at the time of employment
Ability to work a schedule that may include most Saturdays
Ability to take and pass language assessment
This position is not eligible for Visa sponsorship

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
Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks 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

!

New

Associate Personal Banker

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

Location

United States , Santa Monica; Los Angeles; Malibu; Marina Del Rey; Pacific Palisades

Salary:

23.00 - 31.00 USD / Hour

Wells Fargo

Expiration Date

March 01, 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
This position requires SAFE registration at the time of employment
This position is not eligible for Visa sponsorship

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

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

!

New

Personal Banker

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

Location

United States , West Hills

Salary:

23.00 - 31.00 USD / Hour

Wells Fargo

Expiration Date

February 27, 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
This position requires SAFE registration at the time of employment
Ability to work a schedule that may include most Saturdays
Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed
This position is not eligible for Visa sponsorship

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

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

!

Personal Banker

Robert Half

Location:
United States , San Jose

Category:
Banking

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
February 23, 2026

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