Personal Banker

Jobtailor; Fairfield (CA); On-site; USD 38,000 - 52,000; Full time

Job summary

Jobtailor is seeking a customer-focused Teller in California to join our branch team. You will handle cash, assist with account openings, and connect customers with banking solutions using our digital tools.

You will maintain compliance, deliver accurate service, and collaborate with teammates to ensure smooth handoffs to licensed bankers or specialists. The role requires strong communication and the ability to work Saturdays.

Qualifications

• 6+ months of interacting with customers experience

Responsibilities

• Build lasting customer relationships through proactive conversations
• Understand customer needs and connect them with banking products
• Drive branch growth by identifying opportunities and referrals
• Support new account openings and credit applications
• Perform cash handling and teller line activities with compliance
• Use digital tools to enhance customer experience
• Deliver accurate service within risk controls
• Collaborate with teammates to coordinate handoffs to bankers
• Flex between cash handling and customer banking activities
• Provide account openings and ongoing support

Skills

CRM aptitude

Cash handling

Digital tools

Compliance

Financial services

Tools

CRM Software

Digital Banking Tools

Job description

• Build lasting customer relationships through proactive, meaningful conversations
• 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
• Support new account openings, service requests, and credit applications
• Perform cash handling and teller line activities while maintaining compliance and operational standards
• Use and adopt digital tools and technologies to enhance the customer experience
• Deliver accurate, compliant service within defined risk controls
• Collaborate with branch teammates to coordinate handoffs to licensed bankers or other specialists
• Flex between cash handling and customer banking activities to support branch operations
• Provide account openings and ongoing account support

Requirements

• 6+ months of interacting with customers experience, or equivalent demonstrated through work experience, training, military experience, or education
• Prior experience in financial services or a highly regulated, customer-facing role is desired
• Experience building trust-based customer relationships is desired
• Comfort initiating outreach through calls, emails, or other channels is desired
• Comfort with digital tools and technology and ability to quickly learn new systems is desired
• Ability to identify customer needs and connect them to appropriate solutions is desired
• Ability to collaborate with teammates and partners is desired
• Ability to follow policies and regulations while identifying and escalating risk concerns is desired
• Ability to work a schedule that will include Saturdays
• SAFE registration is required at the time of employment; Wells Fargo initiates the process after the start date
• Loan Originators must meet LO/CFPB requirements and comply with Wells Fargo policies, including financial responsibility, character, fitness, and criminal background standards
• A credit report may be reviewed and additional ongoing screening may apply
• This position is not eligible for Visa sponsorship

Core Competencies

Demonstrates strong customer relationship management skills, with the ability to identify customer needs and connect them to relevant banking products and services. Proficient in cash handling, compliance, and utilizing digital tools to enhance customer experience.

Highest-signal resume keywords

• Customer Relationship Management
• Cash Handling
• Digital Tools Proficiency
• Compliance Adherence
• Financial Services Experience

Hard Skills

• Cash Handling
• Account Opening
• Credit Application Processing
• Customer Needs Assessment
• Risk Identification

Soft Skills

• Building Trust-Based Relationships
• Effective Communication
• Collaboration
• Initiative in Outreach

Certifications & Qualifications

• SAFE Registration

Industry Keywords

• Financial Services
• Regulatory Compliance
• Customer-Facing Role
• Branch Operations

Tools & Technologies

• Digital Banking Tools
• Customer Relationship Management Software