Personal Banker

• Provide personalized banking support across multiple branch locations within an assigned geographic area
• Cover banker and teller absences and temporarily fill open positions as needed
• Adapt to new branch environments, teams, and customer needs
• Build customer relationships through proactive conversations and outreach
• Lead discovery-driven conversations to understand customer needs
• Promote banking products, services, and solutions and make appropriate referrals
• Support account openings, service requests, and credit applications
• Perform cash handling and teller line activities
• Use digital tools and technologies to enhance customer experience
• Deliver accurate, compliant service within defined risk controls
• Collaborate with branch teammates and coordinate handoffs to licensed bankers or 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, or education
• Prior experience in financial services or a highly regulated customer-facing role
• Experience building trust-based customer relationships
• Comfort initiating outreach through calls, emails, or other channels
• Comfort using digital tools and technology and learning new systems
• Ability to identify customer needs and connect them to appropriate solutions
• Ability to collaborate with teammates and partners
• Ability to follow policies and regulations and escalat risk concerns
• Ability to travel 100% of the time within the assigned geography
• 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
• Subject to credit review and ongoing screening
• Not eligible for Visa sponsorship

Demonstrates expertise in providing personalized banking support and building trust-based customer relationships while adhering to compliance and risk management standards. Proficient in utilizing digital tools to enhance customer experience and effectively collaborate with team members.

• Customer Relationship Management
• Cash Handling
• Digital Tools Proficiency
• Compliance Adherence
• SAFE Registration

• Customer Service
• Account Opening
• Service Requests
• Credit Applications
• Risk Management

• Adaptability
• Communication
• Collaboration
• Trust Building
• Initiative

• SAFE Registration
• Loan Originator Certification

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

• Digital Banking Tools
• Customer Relationship Management Software