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12,239 jobs found
Today
WF

Wells Fargo Personal Banker Tri Valley United States, California

Limitless High-tech career opportunities - Expoint
Description:
Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially. Assist customers...
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Today
WF

Wells Fargo Relationship Banker Prestonwood Town Center United States, Texas, Dallas

Limitless High-tech career opportunities - Expoint
Description:
Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Relationship Banker LP (SAFE). This is a...
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Yesterday
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Wells Fargo Personal Banker Cross Keys United States, Pennsylvania

Limitless High-tech career opportunities - Expoint
Description:
Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially. Assist customers...
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Yesterday
WF

Wells Fargo Associate Personal Banker - University City United States, Washington, Spokane

Limitless High-tech career opportunities - Expoint
Description:
Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially. Assist customers...
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Yesterday
WF

Wells Fargo Personal Banker United States, California

Limitless High-tech career opportunities - Expoint
Description:
Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially. Assist customers...
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Full job details
Yesterday
WF

Wells Fargo Associate Personal Banker SAFE - McAllen United States, Texas, McAllen

Limitless High-tech career opportunities - Expoint
Description:
Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially. Assist customers...
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Yesterday
WF

Wells Fargo Personal Banker Wilshire Westwood United States, California, Los Angeles

Limitless High-tech career opportunities - Expoint
Description:
Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially. Assist customers...
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Full job details
Limitless High-tech career opportunities - Expoint
Description:
Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially. Assist customers...
Expand description
Full job details
Expoint’s Personal Banker role is an exciting opportunity to be a part of the financial hub of the tech industry. As a personal banker, you will be responsible for creating and managing client’s financial accounts and helping them achieve their financial goals. You’ll need to be have excellent customer service and communication skills to provide clients with personalized solutions and advice to enhance their financial health and success. You will be trusted to implement financial decisions within a limited framework and be able to find creative solutions that meet your clients’ needs. You will be required to build strong relationships with clients, identify and analyze their financial needs and objectives, and provide appropriate solutions. Your job as a personal banker also includes processing loan and deposit transactions, maintaining accurate records of transactions and account balances, and encouraging clients to deposit funds and apply for loans. You will also be responsible for promoting the bank’s products and services and helping customers open new accounts. In terms of compliance, you’ll need to remain up to date with banking regulations and be the point of contact when there are any issues or discrepancies. Being part of the Expoint team provides you with an excellent opportunity to gain experience in the financial side of the tech industry, providing you with the tools to deal with clients’ financial needs and help them achieve their goals.