Personal Banker

Jobtailor; Snellville (GA); On-site; USD 34,000 - 52,000; Full time

Job summary

Jobtailor supports a banking client in Georgia seeking a customer-focused associate to engage customers, assess needs, and connect them with banking products. The role includes teller duties, new account openings, and credit applications, with an emphasis on compliant, risk-aware service.

Responsibilities include driving branch growth through proactive outreach, collaborating with teammates, and delivering quality service on Saturdays. SAFE registration and LO/CFPB compliance are required.

Qualifications

• 6+ months of interacting with customers experience or equivalent.
• Experience in financial services or a regulated, customer-facing role.
• Ability to build trust-based relationships through listening and follow-up.
• Comfort initiating outreach via calls, emails, or other channels.
• Familiarity 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 escalate risk concerns.
• Ability to work Saturdays.
• SAFE Registration required at employment start (Wells Fargo process).
• Loan Originators must meet LO/CFPB requirements.
• Standards related to financial responsibility, character, fitness, and background.
• Subject to credit report review and screening.
• This position is not eligible for Visa sponsorship.

Responsibilities

• Build lasting customer relationships through proactive conversations.
• Understand customer needs and connect them with banking products and solutions.
• Drive branch growth by identifying opportunities, promoting solutions, and referrals.
• Support new account openings, service requests, and credit applications.
• Perform cash handling and teller duties with compliance and standards.
• Utilize digital tools to enhance customer experience.
• Deliver accurate, compliant service within risk controls.
• Collaborate with branch teammates to hand off to licensed bankers and specialists.
• Support branch operations by alternating cash handling and customer activities.
• Deliver strong service through account openings and ongoing support.

Skills

Customer Relationship Management

Cash Handling

Digital Tools Proficiency

Compliance Adherence

Financial Services Experience

Tools

CRM Software

Digital Banking Tools

Job description

• Build lasting customer relationships through proactive 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 customer experience
• Deliver accurate, compliant service within defined risk controls
• Collaborate with branch teammates to coordinate handoffs to licensed bankers and specialists
• Support branch operations by flexing between cash handling and customer banking activities
• Deliver strong service through 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
• Experience building trust-based customer relationships through active listening, follow-up, and consistent engagement
• Comfort initiating outreach through calls, emails, or other channels
• Comfort with digital tools and technology and ability to learn 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 escal risk concerns
• 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
• Must meet standards related to financial responsibility, character, fitness, and criminal background
• Subject to credit report review and additional ongoing screening
• This position is not eligible for Visa sponsorship

Core Competencies

Demonstrates strong customer relationship management skills, with a focus on understanding customer needs and connecting 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 Applications
• Customer Service
• Risk Management

Soft Skills

• Active Listening
• Collaboration
• Trust Building
• Effective Communication
• Proactive Engagement

Certifications & Qualifications

• SAFE Registration
• Loan Originator Certification

Industry Keywords

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

Tools & Technologies

• Digital Banking Tools
• Customer Relationship Management Software