banking advisor

German American Bank

<div>Job Title: Personal Banker
Overview:
As a Personal Banker, you are the client&rsquo;s trusted advisor, helping with their banking needs through meaningful conversations and deep product knowledge to suggest and offer banking products and services.
What You&rsquo;ll Do:<ul><li>
Day in the Life - Every day you will work face-to-face with clients, open new deposit accounts, perform loan and deposit transactions, and manage a cash drawer. You will assist team members and clients, solve complex problems, and ask questions to uncover needs, referring business to different areas of the company, such as lending, insurance, and wealth management.
</li><li>What it Takes - To thrive in this role you must be able to maintain confidentiality, have previous customer service and cash-handling experience, and a proven ability to meet and/or exceed monthly goals for product referrals. You will use banking software to view customer accounts, research statements and transactions, answer customer questions, and to refer them to other services and products.
</li></ul>Bonus Points:
<ul><li>Bilingual/Multilingual</li></ul>
What we can offer you:<ul><li>
Medical, dental, vision, STD, LTD, Life insurance, etc.</li><li>
17 days paid time off, 11 paid holidays and bereavement leave</li><li>
Education assistance program</li><li>
Paid family bonding leave</li><li>
Wellness benefits</li><li>
Life event coverage</li><li>
Service awards</li><li>
Financial benefits including 401(k) match, stock purchase plan, loan discounts and more</li><li>
National and local discounts on everything from computers and vacations to phones and retail shopping</li><li>
Free checking account, checks and discounted bank services</li></ul> 
This position will be located at: 
208 E Hwy 66 
Tell City, Indiana, 47586 
United States
About Us:
German American Bancorp and its family of financial services companies employ talented, compassionate people throughout the organization, truly making German American special. Delivering genuine, customized, personal service with a focus on truly serving customers and communities well, our employees bring the Shield of Excellence commitment to life with each and every interaction.</div>

Personal Banker

First Horizon Bank

<div>Location: Onsite at the location listed in the job posting.

SUMMARY 
The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align on solutions that meet their needs. In this role, you will drive growth by actively promoting and selling the bank&rsquo;s products and services. This role emphasizes deepening client relationships through excellent service, personalized advice, and proactive sales while supporting the banking center&rsquo;s overall sales goals. This role performs moderately complex to complex tasks.

Weekly Scheduled Hours: Monday - Friday 8:15am-5:30pm
<div>
ESSENTIAL DUTIES AND RESPONSIBILITIES 
Sales and Business Development 
<ul><li>Proactive Sales Engagement: Engage clients in consultative conversations to understand financial priorities and recommend personalized banking solutions, with an emphasis on deposit accounts, loans and lines of credit, and referrals to other lines of business within the Bank.
</li><li>Growth Focus: Actively identify and fulfill client deposit and borrowing needs, guiding clients through deposit and loan options, opening deposit accounts, and taking loan applications.</li><li>Client-Centric Financial Advice: Through a consultative approach, provide personalized financial advice that aligns with clients&rsquo; short-and-long term goals. Utilize a deep understanding of the bank&rsquo;s products and services while sharing comprehensive, tailored advice that enhance client satisfaction and loyalty.</li><li>Referrals: Recognize opportunities to deepen relationships with additional products and services and make referrals to bank partners, including but not limited to mortgage, wealth, private client, and business banking.</li><li>Proactive Client Outreach: Conduct regular calls to clients and prospects to offer tailored financial solutions.</li><li>Sales Leadership: Support a high-performing culture by coaching associates on sales, referrals, products and services as needed.
</li></ul>Client experience 
<ul><li>Responsible for supporting the teller line to keep the customer wait time to a minimum (performs processing of financial transactions as needed).</li><li>Deliver excellent client experiences consistently and promptly resolve client issues effectively.</li><li>Enhance individual knowledge to better serve clients by attending relevant sales, service, and product knowledge meetings, training classes, and web-based learning.</li></ul>
Compliance and risk management 
<ul><li>Expected compliance with bank regulations, policies, procedures, risk management, internal controls, and the First Horizon code of ethics.</li></ul>
Operational efficiency 
<ul><li>Assist in conducting and/or participating in meetings to promote sales, product knowledge and customer service.</li><li>Assist banking center management with &ldquo;on the job training&rdquo; of new associates.</li><li>Assist with dual control vault responsibilities and audit controls.</li><li>Stay informed of all operational updates and changes to ensure compliance with all current guidelines.</li></ul>
Perform all other job related duties as assigned.</div>

SUPERVISORY RESPONSIBILITIES 
No supervisory responsibilities
<div>
QUALIFICATIONS 
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The qualifications listed below are representative of the knowledge, skill, and/or ability required. 
<ul><li>High school diploma or general education degree (GED)</li><li>2 &ndash; 5 years of experience as a Universal Banker or Teller</li></ul></div>

COMPUTER AND OFFICE EQUIPMENT SKILLS 
Microsoft Office Suite, Salesforce

CERTIFICATES, LICENSES, REGISTRATIONS (Ex: CPA, Series 6 or 7 license, etc) 
None required.

NMLS Language 
As part of the employment process for this position, you will have to meet the requirements of a background credit check. 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.

DeGarmo Behavioral Assessment Requirement
<ul><li>All candidates must complete the DeGarmo Retail Behavioral Assessment to be considered for this position</li>
<li>The assessment takes approximately 12&ndash;15 minutes to complete</li>
<li>Assessment results must be submitted prior to having your application evaluated by Talent Acquisition</li>
</ul>
About Us

 First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at www.FirstHorizon.com (https://urldefense.com/v3/__https:/www.firsthorizon.com/__;!!Cz2fjcuE!hpq9hPnrucZCPIAVPojVESItIq-FPzhurNdCrQ3JE8Rkx3gMd70nIk6_kmPxl66_oJCEsXs0gNunPowMAMHCmBYPOtUxUGI$).
<div>
Benefit Highlights 
<ul><li>Medical with wellness incentives, dental, and vision</li><li>HSA with company match</li><li>Maternity and parental leave</li><li>Tuition reimbursement</li><li>Mentor program</li><li>401(k) with 6% match</li><li>More - FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits</li></ul></div>

Follow Us 
Facebook (https://www.facebook.com/FirstHorizonBank) 
X formerly Twitter (https://twitter.com/FirstHorizonBnk) 
LinkedIn (http://www.linkedin.com/company/first-horizon-bank) 
Instagram (https://www.instagram.com/first_horizon/) 
YouTube (https://www.youtube.com/channel/UCEVs5OMj-b0H9Dr5Q209_-Q)
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities 
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.</div>

Relationship Banker

KeyBank

<div>Location:
4431 NE 4th Street - Renton, Washington 98059
Job Summary 
Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts. As part of the branch team, the Personal Banker will work toward attracting new clients to Key and work with existing clients to develop and expand relationships based on their unique financial goals, leading to client confidence in their finances. The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual. Strong and effective teamwork, paired with communication polish and confidence, are critical for this role. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them.
 
 
Essential Functions<ul><li>
Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially.</li><li>
Listen for clues for financial wellness opportunities during in-person and over the phone client conversations and provide effective and customized financial wellness recommendations to clients.</li><li>
Consistently attains individual activity, behavior, and outcome goals and expectations.</li><li>
Opening personal and business accounts (consumer checking, small business, various deposit products, home equity, unsecured lending, certificates of deposit, etc.).</li><li>
Developing strong partnerships with branch teammates and line of business partners &ndash; focusing on client acquisition and deepening the relationship of current clients; effectively managing internal and external centers of influence.</li><li>
Ensuring compliance with operational, risk, security and audit procedures and policies including appropriate documentation of client interactions.</li><li>
Support of branch operations including assisting with client transactions on the Teller line as needed.</li><li>
Participate in and occasionally facilitate in-person morning huddles and end of day debriefs.</li><li>
Work on Saturdays as directed by management.</li><li>
Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice</li><li>
Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key&rsquo;s clients and Key.</li></ul> 

Education<ul><li>
High School Diploma , GED or equivalent business experience (required) or
</li><li>Bachelor's Degree (preferred)
</li></ul> 
Work Experience<ul><li>
1+ years Experience in developing current and new customer relationships, achieving sales goals, and building referral sources. Experience with sales is more important than financial services experience. KeyBank provides the tools and training, but we need relationship builders with a curious nature who are great at sparking conversations. (required)
</li><li>Understanding of consumer credit - including loan to value, debt to income and credit reports. (required)
</li><li>Foundational knowledge of sales and service techniques with clients, including tele-consulting, outside calling, prospecting, and networking. (required)
</li><li>Comfortable interacting with small business clients, overcoming objection, and asking fact-finding questions with the goal of being helpful. (preferred)
</li><li>Demonstrated experience with influencing business partners and leveraging centers of influence, as this role will require significant influence of partners such as Key Investment Services, Mortgage and Business Banking sales professionals. (required)
</li><li>Working knowledge of PCs (MS Windows and Office Products including Word, Excel, etc.). (required)
</li><li>Working knowledge of digital technology (mobile, apps, web-based browsing) and ability to educate clients on digital platforms and capabilities within Key (required)
</li></ul> 
Licenses and Certifications<ul><li>
Notary License (preferred)
</li></ul> 
Skills<ul><li>
Is knowledgeable about the client&rsquo;s accounts and business with the bank and uses sound judgment with clients and transactions.</li><li>
Demonstrated ability to attain sales and referral goals through preset appointments and quality conversations leading to recommendations that support clients&rsquo; financial wellness goals, leveraging system generated lead lists, walk-ins, and professional contacts.</li><li>
Strong work ethic and high level of integrity.</li><li>
Excellent time management skills.</li><li>
Building and nurturing relationships with clients including identifying potential clients, engaging with them to understand their needs, and developing strategies to convert them into long-term clients. It also includes deepening relationships with existing clients by offering additional products and services that meet their evolving needs.</li><li>
Being attentive to client needs, resolving issues promptly, and ensuring a positive banking experience. Excellent client service helps build trust and encourages clients to continue banking with KeyBank.</li><li>
Ability to evaluate financial information to understand clients' financial health, identify investment opportunities, and recommend strategies.</li><li>
Understanding and managing risks associated with banking operations and client transactions.</li><li>
Strong verbal and non-verbal communication skills to understand clients' needs and recommend appropriate banking products and services.</li><li>
Accurate and efficient handling of cash transactions.</li></ul> 

Core Competencies<ul><li>
All KeyBank employees are expected to demonstrate Key&rsquo;s Values and abide by Key&rsquo;s Code of Conduct.
</li></ul> 
Physical Demands<ul><li>
Consumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 &ndash; 10 lbs., occasional lifting of up to 30 lbs.</li></ul> 

Driving Requirements<ul><li>
Ability to routinely and frequently operate a motor vehicle with a valid driver's license.</li></ul> 

Work Location Category 
<ul><li>
Branch</li></ul>
COMPENSATION AND BENEFITS
This position is eligible to earn a base hourly rate in the range of $20.67 - $31.25 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation which may include production, commission, and/or discretionary incentives.
Please click here for a list of benefits for which this position is eligible.
Job Posting Expiration Date: 09/13/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.</div>

Power Financial Credit Union

Power Financial Credit Union is an award-winning institution! To name just a few, we were voted Top Workplaces by Sun Sentinel, 2017, 2018, 2024 and 2026. We have also been voted Best Credit Union in Miami-Dade by the Miami Herald for the third consecutive year (2023, 2024. 2025). In addition, we were recently voted Best Credit Union /South Florida Favorites by the Sun-Sentinel for 2026! Power Financial was also ranked in the Top 100 Credit Unions in the US by S&amp;P Global for 2023 and 2024! Currently we operate 7 branches in Miami-Dade, Broward and Palm Beach counties. Port St Lucie is our newest branch (Branch #8) set to open in late summer/early fall 2026. Since our start in 1951 we have grown from providing financial services for Florida Power and Light (FPL) employees, to the present day of serving over 30 communities in Southeastern Florida.Power Financial Credit Union provides a stimulating work environment that is both productive and enjoyable. We invite you to consider joining our winning team!We are currently searching for a dynamic Full-Time Personal Service Advisor to join our Credit Union family. This position will be working out of our Palm Beach Gardens/Juno Beach Branch location but may assist at times with other branches as needed. This position is responsible for an array of universal duties associated with both the Teller Line and the Platform. This will include accurately processing member account requests and transactions, day-to-day branch operations duties, ability to learn and promote PFCU products and services and adhering to all BSA Compliance rules and regulations. Responsible for accurately and efficiently processing transactions, balancing daily and maintaining cash within approved limits. Explains, promotes, refers, and sells PFCU products and services. This position will serve as the first line of defense in preventing fraud and mitigating risk and will communicate effectively with all PFCU partners to ensure &quot;One Team, One Goal&quot; is always top of mind.IN THIS POSITION YOU WILL:<ul><li>Provide superior member service by following PFCU member experience standards all while complying with BSA and Compliance regulations, procedures, branch security, Teller Balancing guidelines and all other PFCU policies and procedures. Ensure cash drawer, checks received, and transfers are in balance on a daily basis.</li><li>Handle a myriad of Platform duties to include: 1) effectively explain, promote, refer, and sell respective PFCU products and services; 2) open and maintain a variety of accounts, products, and/or services for member after consulting on their individual needs; 3) refers members to appropriate business lines to ensure member needs are met; 4) handle basic loan requests for members; 5) ensure new and existing deposit and loan accounts meet quality control standards; 6) perform the activities required to meet production targets and 7) assist members with Safe Deposit requests as needed.</li><li>Demonstrate problem solving skills and the ability to handle complex and multiple priorities. Maintain a high level of personal integrity through a friendly and professional demeanor in addition to complying with the Code of Ethics &amp; Conduct. Ensure Net Promoter Score/NPS meets PFCU standards.</li><li>While working on the Teller line, look for opportunities to build rapport with members. Listen for cues that will connect a promotion or financial solution to an expressed need. Look at the member&rsquo;s account profile for additional referral opportunities. Encourage members to meet with a Personal Service Advisor and other business partners. Follow up with members as needed.</li><li>Handle other teller functions, such as: 1) ensure requests of all Negotiable Items (Money Orders, Cashier&rsquo;s Checks, Visa Gift Cards, etc.,) are processed and recorded accurately and 2) process the Night Drop, Mail and Automated Teller Machine (ATM) deposits using dual control.</li><li>Perform all other duties as assigned.</li></ul>TO BE CONSIDERED YOU WILL NEED:<ul><li>High School graduate or GED equivalent required.</li><li>Minimum of one year customer service experience, preferably in a financial setting or retail setting.</li><li>Two year college degree preferred.</li><li>Math Ability: Must be able to perform basic mathematical calculations and balance cash with assistance of a calculator.</li><li>Ability to perform accurate cash transactions.</li><li>Ability to drive sales conversation with members.</li><li>MS Office applications: Word and Excel, Basic to Intermediate.</li><li>Demonstrated ability to improve our members&rsquo; financial well-being via timely and relevant referrals.</li><li>Must have strong attention to detail to include solid data entry with limited errors.</li><li>Must possess the ability to remain calm, patient, objective, and professional when presented with difficult situations.</li><li>Must be able to work in a time sensitive environment and communicate decisions to all stakeholders.</li><li>Must have ability to communicate both orally and in writing effectively and maintain effective working relationships.</li><li>Must have the ability to meet attendance standards and adhere to work schedule.</li><li>Ability to build rapport with members and recommend personalized banking financial solutions.</li><li>Ability to drive sales conversation with members.</li></ul>Schedule: Full time during branch hours of operation: Monday, Tuesday, Wednesday, Thursday 9:00 a.m. - 4:30 p.m. and Friday 9:00am - 6:00pmNote: (40 hours per week average, Mon. - Fri).Equal Opportunity Employer (EOE)/ Veterans/Disabled/ Drug-Free WorkplaceJob Type: Full-timePay: $19.00 per hourBenefits:<ul><li>401(k)</li><li>401(k) matching</li><li>Dental insurance</li><li>Employee assistance program</li><li>Flexible spending account</li><li>Health insurance</li><li>Health savings account</li><li>Life insurance</li><li>Paid time off</li><li>Referral program</li><li>Tuition reimbursement</li><li>Vision insurance</li></ul>Application Question(s):<ul><li>Do you have at least one year customer service experience, preferably in a financial setting or retail setting?</li></ul>Education:<ul><li>High school or equivalent (Required)</li></ul>Work Location: In person

Personal Service Advisor-Banker- JUNO BEACH / Palm Beach Gardens

JPMorganChase

<div>JOB DESCRIPTION 
 
 
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. 
 
As a Private Banker, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals. 
 
Job Responsibilities
<ul><li>Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience</li>
<li>Generate business results and acquire new assets, both from existing client base and new client acquisition
</li><li>Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs</li>
<li>Partner with internal specialists to provide interdisciplinary expertise to clients when needed</li>
<li>Connect your clients across all lines of business of J.P. Morgan Chase &amp; Co.
</li><li>Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach</li>
<li>Strictly adhere to all risk and control policies, regulatory guidelines and security measures</li>
</ul>Required qualifications, capabilities, and skills
<ul><li>Six plus years of work experience in Private Banking or Financial Services</li>
<li>Bachelor's Degree required</li>
<li>Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date</li>
<li>Proven sales success and strong business acumen
</li><li>Strong community presence with an established network
</li><li>Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
</li><li>Focuses on the client experience and works tirelessly on the client's behalf</li>
</ul>Preferred qualifications, capabilities, and skills
<ul><li>MBA, JD, CFA, or CFP preferred</li>
<li>Proactive, takes initiative, and uses critical thinking to solve problems
</li><li>Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
</li><li>Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business</li>
<li>Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate</li>
</ul>ABOUT US 
 
 
<div><div>JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
</div><div>We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
<div>We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase &amp; Co. is an Equal Opportunity Employer, including Disability/Veterans 
</div></div></div> 
 
ABOUT THE TEAM
 
 
J.P. Morgan Asset &amp; Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.</div>

U.S. Private Bank - Private Banker - Executive Director

Wells Fargo

<div>Why Wells Fargo:
Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader &ndash; we&rsquo;re a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job &ndash; it&rsquo;s about finding all of the elements to help you thrive, in one place. Living the Well Life means you&rsquo;re supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You&rsquo;ll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we&rsquo;re recognized for it &ndash; Wells Fargo once again ranked in the top five on the 2026 LinkedIn Top Companies list of best workplaces &ldquo;to grow your career&rdquo; in the U.S. Join us!
About this role:
Wells Fargo is seeking an Associate Personal Banker (SAFE) to join our National Branch. In this frontline role, you will build relationships with customers by supporting everyday banking needs through in‑branch interactions, scheduled conversations, and proactive outreach. You will learn about customers&rsquo; goals and connect them to the right banking products, services, and digital tools to help them manage their finances with confidence.
You will support account openings, service requests, and credit applications while working closely with branch teammates to deliver a consistent, high-quality customer experience. Success is driven by strong relationship building, sound judgment, and the ability to balance service with growth.
As a member of a leading financial institution, this role provides a strong foundation for long-term career growth and mobility, supported by Wells Fargo&rsquo;s training and coaching.
In this role you will:<ul><li>
Build lasting customer relationships through proactive, meaningful conversations that support financial well-being and deepen engagement</li><li>
Lead discovery-driven conversations to understand customer needs and connect them with relevant banking products, services, and solutions</li><li>
Drive branch growth by identifying opportunities, promoting solutions, and making appropriate referrals to meet customer and business goals</li><li>
Support everyday banking needs, including new account openings, service requests, and credit applications</li><li>
Perform cash handling and teller line activities, accurately processing transactions while maintaining compliance and operational standards</li><li>
Demonstrate comfort using and adopting digital tools and technologies to enhance the customer experience and support evolving banking needs</li><li>
Deliver accurate, compliant service while exercising sound judgement within defined risk controls</li><li>
Collaborate with branch teammates to coordinate seamless handoffs to licensed bankers or other specialists, ensuring customers are connected to the right expertise</li></ul>
Required Qualifications:<ul><li>
6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education</li></ul>
Desired Qualifications:<ul><li>
Prior experience in financial services or a highly regulated, customer-facing role, demonstrating comfort with structured processes, accuracy, and service expectations</li><li>
Experience building trust-based customer relationships through active listening, follow-up, and consistent engagement</li><li>
Comfort initiating outreach (calls, emails, or other channels) to strengthen relationships and identify opportunities to support customer needs</li><li>
Demonstrated comfort with digital tools and technology, with the ability to quickly learn new systems and confidently guide customers in adopting capabilities that enhance their banking experience</li><li>
Ability to identify customer needs and connect them to appropriate solutions, including referrals when additional expertise is needed</li><li>
Proven ability to collaborate with teammates and partners to resolve needs and deliver a seamless customer experience</li><li>
Demonstrated ability to follow policies and regulations while identifying and escalating risk concerns</li></ul>
Job Expectations:<ul><li>
Ability to work a schedule that will include Saturdays</li><li>
Support branch operations by flexing between cash handling and customer banking activities, with an emphasis on delivering strong service through account openings and ongoing account support.</li><li>
SAFE registration is required at the time of employment and Wells Fargo will initiate the process after your start date. Loan Originators must meet LO/CFPB requirements and comply with Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background. A credit report may be reviewed (credit score not included) and additional ongoing screening may apply.</li><li>
This position is not eligible for Visa sponsorship</li></ul>
Posting Locations:<ul><li>
Highway 264, Drawer H WINDOW ROCK, AZ 86515</li><li>
Main Street (PO Box 97) TUBA CITY, AZ 86045</li><li>
US Hwy 491 N SHIPROCK, NM 87420</li><li>
Highway 160, PO Box 587 KAYENTA, AZ 86033</li><li>
Highway 191 (PO Box 279) CHINLE, AZ 86503</li></ul>
Posting End Date:
14 Jul 2026<ul><li>Job posting may come down early due to volume of applicants.</li></ul>
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit&rsquo;s risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy 
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.</div>

Personal Banker Navajo Nation

<div>Why Wells Fargo:
Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader &ndash; we&rsquo;re a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job &ndash; it&rsquo;s about finding all of the elements to help you thrive, in one place. Living the Well Life means you&rsquo;re supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You&rsquo;ll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we&rsquo;re recognized for it &ndash; Wells Fargo once again ranked in the top five on the 2026 LinkedIn Top Companies list of best workplaces &ldquo;to grow your career&rdquo; in the U.S. Join us!
About this role:
Wells Fargo is seeking a Relationship Banker (SAFE) to join our National Branch Network, where trusted advice, disciplined growth, and long-term customer relationships define success. This role serves customers across all segments, including affluent customers, as the primary point of contact for everyday banking needs, products and services through scheduled appointments, lobby engagement, and proactive outreach. The role helps customers progress toward their financial goals through planning, digital engagement, and customized deposit, credit, and investment solutions. In addition, this role supports everyday banking activities such as opening accounts, handling service requests, and delivering a seamless experience that makes it easier for customers to manage their banking with confidence. Relationship Bankers will build credibility and loyalty by leading with curiosity and insight, turning meaningful discovery conversations into enduring customer partnerships. You will work in a collaborative branch environment, backed by one of the most recognized banking brands and ongoing coaching, while partnering with colleagues to meet customer needs through appropriate referrals.
Success in this role is driven by strong relationship acumen, proactive customer engagement, and seamless collaboration with partners across Wealth, Home Lending, and Business Banking to deliver a differentiated customer experience. Wells Fargo recognizes and rewards the behaviors that create meaningful customer value and support customers in making informed financial decisions. This role is well suited for professionals who aspire to build a long-term career in financial services, deepen their consultative expertise, and support customers as their financial needs become more complex over time.
In this role you will:<ul><li>
Proactively acquire, manage, and grow a portfolio of consumer and business customer relationships</li><li>
 Lead discovery‑driven conversations to understand customer goals and deliver tailored banking and credit strategies that strengthen relationships, increase retention, and drive balanced growth across deposits, lending, and investments</li><li>
Partner with a team of professionals across Wealth, Home Lending, and Business Banking to deliver integrated solutions by coordinating warm introductions, setting clear expectations, and taking personal ownership to convert qualified opportunities into closed outcomes</li><li>
Champion digital adoption by educating customers on self-service and mobile banking options to elevate satisfaction, engagement, and service efficiency.</li><li>
Resolve account inquiries and service requests within authorized limits, documenting actions and setting follow-up plans that reinforce trust and ease.</li><li>
Demonstrate risk excellence through accurate documentation, sound judgment, timely issue escalation, and adherence to policies and regulations to support strong control outcomes</li><li>
The Relationship Banker LP (license pending) role is a temporary position until employee has successfully completed licensing and SAFE requirements. Upon successful completion, employees will transition to the Relationship Banker (SAFE) role. Employees hired into the Relationship Banker LP role who are not fully licensed will participate in the Branch Network Licensed Banker program.</li></ul>
Required Qualifications:<ul><li>
2+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education</li><li>
1+ year of assessing and meeting the needs of customers or helping with issue resolution, demonstrated through work or military experience</li><li>
1+ year of building and maintaining effective relationships with customers and partners</li></ul>
Desired Qualifications:<ul><li>
Proven ability to source, acquire, and deepen relationships through proactive outreach and building strong internal partnerships to support the customer experience</li><li>
Knowledge of book of business management practices, documentation of planning conversations, and consistent follow-through to drive retention and balanced growth across deposits, lending, and investments</li><li>
Experience assessing needs and recommending products and services for consumer and business customers</li><li>
Champion digital adoption by educating customers on self-service and mobile banking options to elevate satisfaction, engagement, and service efficiency</li><li>
Demonstrated ability to communicate clearly and confidently, listen with empathy, and build credibility and trust with others</li><li>
1+ year of financial services experience in one or a combination of the following: consumer, home lending, business banking, or investments</li><li>
Successfully completed Financial Industry Regulatory Authority (FINRA) Series 6 and Series 63 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration</li><li>
State Insurance license(s)</li></ul>
Job Expectations:
<ul><li>Ability to work a schedule that will include most Saturdays</li><li>
This role requires FINRA Series 6, Series 63 (or FINRA recognized equivalents), and State Insurance license(s) which must be active or completed within a designated timeframe. For any FINRA qualification exams earned after Sept. 30, 2018, the Securities Industry Essentials (SIE) exam is also required.</li><li>
For the following states where hired, FINRA Series 65 (or equivalent) examination will also be required to be attempted within a specified period of time: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. Wyoming allows referral-only licensed bankers to receive the IAR registration without the Series 65/66. Requirements may change based on current state regulations.</li><li>
Obtaining and maintaining required FINRA licenses is necessary for continued employment. This role also requires meeting enhanced financial fitness and criminal background standards. Wells Fargo will begin the FINRA review process once an offer is accepted.</li><li>
SAFE registration is required at the time of employment and Wells Fargo will initiate the process after your start date. Loan Originators must meet LO/CFPB requirements and comply with Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background. A credit report may be reviewed (credit score not included) and additional ongoing screening may apply.</li><li>
This position is not eligible for Visa sponsorship</li></ul>
Locations:
118 Amelon Square Madison Heights, VA24572
114 Moses Avenue Appomattox, VA 24522
17967 Forest Road Forest, VA 24551
2304 Langhorne Road Lynchburg, VA 24501
3408 Candlers Moutain Road Lynchburg, VA 24502
21513 Timberlake Road Lynchburg, VA 24502
Posting End Date:
13 Jul 2026<ul><li>Job posting may come down early due to volume of applicants.</li></ul>
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit&rsquo;s risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy 
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.</div>

Relationship Banker- Lynchburg Area

Search 1152+ Banking advisor jobs near you this June. New roles added regularly across leading industries. Apply today.

1152 banking advisor jobs Near Me

Personal Banker

Relationship Banker

Personal Banker

Personal Service Advisor-Banker- JUNO BEACH / Palm Beach Gardens

U.S. Private Bank - Private Banker - Executive Director

Personal Banker Navajo Nation

Relationship Banker- Lynchburg Area