Personal Banker

Jobtailor; Meridian (ID); On-site; USD 32,000 - 52,000; Full time

Job summary

Jobtailor seeks a customer-focused banking associate to provide personalized support across multiple branch locations in Idaho. You will cover banker and teller absences, adapt to new environments, and build trust-based relationships with customers.

You will promote banking products, assist with account openings and credit applications, perform cash handling, and utilize digital tools to enhance the customer experience while ensuring adherence to risk controls.

Qualifications

• 6+ months of interacting with customers experience or equivalent demonstrated.
• Experience in financial services or a regulated customer-facing role.
• Ability to build trust-based customer relationships.
• Comfort initiating outreach via calls, emails, or other channels.
• Proficiency with digital tools and learning new systems.
• Ability to identify customer needs and connect to solutions.
• Ability to collaborate with teammates and partners.
• Ability to follow policies and regulations and escalate risk concerns.
• Ability to travel 100% of the time within the assigned geography.
• Ability to work a schedule that includes Saturdays.
• SAFE registration or equivalent in employment process.
• Loan Originator Certification and related regulatory requirements.
• Subject to credit review and ongoing screening.
• Not eligible for Visa sponsorship.

Responsibilities

• Provide personalized banking support across multiple branch locations within an assigned geographic area
• Cover banker and teller absences and temporarily fill open positions as needed
• Adapt to new branch environments, teams, and customer needs
• Build customer relationships through proactive conversations and outreach
• Lead discovery-driven conversations to understand customer needs
• Promote banking products, services, and solutions and make appropriate referrals
• Support account openings, service requests, and credit applications
• Perform cash handling and teller line activities
• Use digital tools and technologies to enhance customer experience
• Deliver accurate, compliant service within defined risk controls
• Collaborate with branch teammates and coordinate handoffs to licensed bankers or specialists
• Flex between cash handling and customer banking activities to support branch operations

Skills

Customer Relationship Management

Cash Handling

Digital Tools Proficiency

Compliance Adherence

SAFE Registration

Loan Originator Certification

Trust Building

Tools

CRM Software

Digital Banking Tools

Job description

• Provide personalized banking support across multiple branch locations within an assigned geographic area


• Cover banker and teller absences and temporarily fill open positions as needed


• Adapt to new branch environments, teams, and customer needs


• Build customer relationships through proactive conversations and outreach


• Lead discovery-driven conversations to understand customer needs


• Promote banking products, services, and solutions and make appropriate referrals


• Support account openings, service requests, and credit applications


• Perform cash handling and teller line activities


• Use digital tools and technologies to enhance customer experience


• Deliver accurate, compliant service within defined risk controls


• Collaborate with branch teammates and coordinate handoffs to licensed bankers or specialists


• Flex between cash handling and customer banking activities to support branch operations

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


• Experience building trust-based customer relationships


• Comfort initiating outreach through calls, emails, or other channels


• Comfort using digital tools and technology and learning new systems


• Ability to identify customer needs and connect them to appropriate solutions


• Ability to collaborate with teammates and partners


• Ability to follow policies and regulations and escalat risk concerns


• Ability to travel 100% of the time within the assigned geography


• Ability to work a schedule that includes Saturdays


• SAFE registration required at the time of employment; Wells Fargo initiates the process after start date


• Loan Originators must meet LO/CFPB requirements and Wells Fargo policies


• Subject to credit review and ongoing screening


• Not eligible for Visa sponsorship

Core Competencies

Demonstrates expertise in providing personalized banking support and building trust-based customer relationships while adhering to compliance and risk management standards. Proficient in utilizing digital tools to enhance customer experience and effectively collaborate with team members.

Highest-signal resume keywords

• Customer Relationship Management


• Cash Handling


• Digital Tools Proficiency


• Compliance Adherence


• SAFE Registration

ATS Optimization Keywords

Hard Skills

• Customer Service


• Account Opening


• Service Requests


• Credit Applications


• Risk Management

Soft Skills

• Adaptability


• Communication


• Collaboration


• Trust Building


• Initiative

Certifications & Qualifications

• SAFE Registration


• Loan Originator Certification

Industry Keywords

• Financial Services


• Regulatory Compliance


• Customer-Facing Role


• Banking Products


• Branch Operations

Tools & Technologies

• Digital Banking Tools


• Customer Relationship Management Software