Personal Banker

• Build lasting customer relationships through proactive, meaningful conversations
• 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 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
• Support branch operations by flexing between cash handling and customer banking activities

• 6+ months of interacting with customers experience, or equivalent demonstrated through work experience, training, military experience, or education
• Ability to work a schedule that will include Saturdays
• SAFE registration is required at the time of employment;
  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 and additional ongoing screening may apply
• This position is not eligible for Visa sponsorship
• 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 with digital tools and technology and ability to learn 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 escalated risk concerns

Demonstrates strong customer relationship management skills, with a focus on identifying customer needs and connecting 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
• SAFE Registration
• Financial Services Experience
• Digital Tools Proficiency

• Building Trust-Based Relationships
• Effective Communication
• Collaboration

• SAFE Registration

• Financial Services
• Regulated Environment
• Customer-Facing Role
• Risk Management
• Loan Originator Compliance

• Digital Banking Tools