Personal Banker Job at Wells Fargo (Tallahassee)

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

New

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 , Phoenix

Salary:

Not provided

Wells Fargo

Expiration Date

February 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
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

!

Personal Banker

Step into the role of Personal Banker at Barclays, where you will play a pivotal...

Location

India , Noida

Salary:

Not provided

Barclays

Expiration Date

Until further notice

Requirements

Strong experience in International contact centre
Excellent Customer service
Communicate sensitive or difficult information to customers in areas related specifically to customer advice or day to day administrative requirements
Build relationships with stakeholders/customers to identify and address their needs
Make judgements based on practise and previous experience
To be a single point of contact for addressing complaints, query and providing resolution for the same
Knowledge of Microsoft Office
You may be assessed on key essential skills relevant to succeed in role, such as risk and controls, change and transformation, business acumen, strategic thinking and digital and technology, as well as job-specific technical skills

Job Responsibility

Collaboration across multiple digital channels to personalise each interaction with a customer
Enhancing the bank's digital capabilities when current technology is identified as not yet ready to support
Provision of exceptional customer service to clients by responding to inquiries, resolving issues and handling client requests efficiently
Support the collaboration of internal stakeholders including sales, operational, and risk management teams to meet client needs and expectations, so that transactions are executed accurately and on time
Support teams within the business operations function as needed, including risk management, compliance and collections
Comply with all regulatory requirements and internal policies related to customer care
To provide resolutions for customer queries/issues and personalise each interaction through the use of multiple communication channels
To meet the needs of stakeholders/ customers through specialist advice and support
Perform prescribed activities in a timely manner and to a high standard which will impact both the role itself and surrounding roles
Likely to have responsibility for specific processes within a team

What we offer

Across our campuses, we offer modern workspaces, collaborative areas, and state-of-the-art meeting rooms. Facilities include wellness rooms, on-site cafeterias, fitness centers, and tech-equipped workstations. Designed for innovation and comfort, they support a dynamic and productive work environment
Health and wellness
A place where you can belong
Collaborative Areas
More than work

Fulltime

New

Personal Banker

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

Location

United States , Hendersonville; Gallatin; Madison

Salary:

Not provided

Wells Fargo

Expiration Date

January 29, 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 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. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations
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

Fulltime

!

New

Personal Banker

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

Location

United States , Thousand Oaks

Salary:

23.00 - 31.00 USD / Hour

Wells Fargo

Expiration Date

January 29, 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 applicable financial responsibility, character, general financial fitness and criminal background standards
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
Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks 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 Bilingual

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

Location

United States , Manassas

Salary:

Not provided

Wells Fargo

Expiration Date

February 08, 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
Bilingual speaking and listening proficiency in Spanish/English

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. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below

What we offer

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

Fulltime

Personal Banker

Wells Fargo

Location:
United States , Tallahassee

Category:
Banking

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
January 25, 2026

Expiration:
February 01, 2026

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