Personal Banker

• Build lasting customer relationships through proactive, meaningful 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 the customer experience
• Deliver accurate, compliant service within defined risk controls
• Collaborate with branch teammates to coordinate handoffs to licensed bankers or other specialists
• Flex between cash handling and customer banking activities to support branch operations
• Provide account openings and ongoing account support

• 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 is desired
• Experience building trust-based customer relationships is desired
• Comfort initiating outreach through calls, emails, or other channels is desired
• Comfort with digital tools and technology and ability to quickly learn new systems is desired
• Ability to identify customer needs and connect them to appropriate solutions is desired
• Ability to collaborate with teammates and partners is desired
• Ability to follow policies and regulations while identifying and escalating risk concerns is desired
• Ability to work a schedule that will include Saturdays
• SAFE registration is required at the time of employment;
  Wells Fargo initiates the process after the start date
• Loan Originators must meet LO/CFPB requirements and comply with Wells Fargo policies, including financial responsibility, character, fitness, and criminal background standards
• A credit report may be reviewed and additional ongoing screening may apply
• This position is not eligible for Visa sponsorship

Demonstrates strong customer relationship management skills, with the ability to identify customer needs and connect them to relevant banking products and services. Proficient in cash handling, compliance, and utilizing digital tools to enhance customer experience.

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

• Cash Handling
• Account Opening
• Credit Application Processing
• Customer Needs Assessment
• Risk Identification

• Building Trust-Based Relationships
• Effective Communication
• Collaboration
• Initiative in Outreach

• SAFE Registration

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

• Digital Banking Tools
• Customer Relationship Management Software