Personal Banker

• Build lasting customer relationships through proactive, meaningful conversations that support financial well-being and deepen engagement
• Lead discovery-driven conversations to 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 everyday banking needs, including new account openings, service requests, and credit applications
• Perform cash handling and teller line activities while accurately processing transactions and maintaining compliance
• 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
• Support branch operations by flexing between cash handling and customer banking activities
• Work a schedule that includes Saturdays

• 6+ months of interacting with customers experience, or equivalent demonstrated through work experience, training, military experience, or education
• Prior financial services or highly regulated customer-facing experience desired
• Experience building trust-based customer relationships desired
• Comfort initiating outreach through calls, emails, or other channels desired
• Comfort with digital tools and technology, and ability to learn new systems desired
• Ability to identify customer needs and connect them to appropriate solutions desired
• Ability to collaborate with teammates and partners desired
• Ability to follow policies and regulations and elevate risk concerns desired
• 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
• Additional screening may apply, including credit report review
• This position is not eligible for Visa sponsorship

Demonstrates expertise in building customer relationships and delivering compliant financial services while effectively utilizing digital tools. Capable of identifying customer needs and promoting relevant banking solutions in a collaborative environment.

• Customer Relationship Management
• Financial Services Experience
• Digital Tools Proficiency
• Compliance Adherence
• Cash Handling

• New Account Openings
• Service Requests
• Credit Applications
• Transaction Processing
• Risk Control Management

• Effective Communication
• Collaboration
• Trust Building
• Initiative

• SAFE Registration

• Banking Products
• Customer Engagement
• Regulatory Compliance
• Loan Originator Requirements

• Digital Banking Tools
• Customer Relationship Management Software