More jobs:
Personal Banker
Job in
Medford, Jackson County, Oregon, 97504, USA
Listed on 2026-08-16
Listing for:
Jobtailor
Full Time
position Listed on 2026-08-16
Job specializations:
-
Finance & Banking
Bank Customer Service, Financial Sales -
Customer Service/HelpDesk
Bank Customer Service
Job Description & How to Apply Below
- Build lasting customer relationships through proactive, meaningful conversations supporting financial well-being
- Understand customer needs and connect them with relevant banking products, services, and solutions
- Identify opportunities, promote solutions, and make appropriate referrals to meet customer and business goals
- Support new account openings, service requests, and credit applications
- Perform cash handling and teller line activities while accurately processing transactions
- 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 and specialists
- Flex between cash handling and customer banking activities to support branch operations
- 6+ months of interacting with customers experience, or equivalent demonstrated through work experience, training, military experience, education
- Prior experience in financial services or a highly regulated, customer-facing role preferred
- 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 and referrals
- Ability to collaborate with teammates and partners to resolve customer needs
- Ability to follow policies and regulations and escalate risk concerns
- Ability to work a schedule that includes Saturdays
- SAFE registration required at the time of employment;
Wells Fargo initiates the process after the start date - Loan Originators must meet LO/CFPB requirements and Wells Fargo standards related to financial responsibility, character, fitness, and criminal background
- Credit report may be reviewed and additional ongoing screening may apply
- Not eligible for Visa sponsorship
Demonstrates expertise in building customer relationships and identifying needs to connect clients with appropriate banking solutions. Proficient in cash handling, compliance, and utilizing digital tools to enhance customer experience.
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