Personal Banker

• Build lasting customer relationships through proactive, meaningful conversations supporting financial well-being
• Understand customer needs and connect them with relevant banking products, services, and solutions
• Identify opportunities, promote solutions, and make appropriate referrals to meet customer and business goals
• 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 specialists
• Flex between cash handling and customer banking activities, emphasizing account openings and ongoing account support

• 6+ months of interacting with customers experience, or equivalent demonstrated through work experience, training, military experience, or education
• Bilingual speaking and listening proficiency in Spanish/English
• Ability to work a schedule that includes Saturdays
• Must take and pass required language assessment
• 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 regarding financial responsibility, character, fitness, and criminal background
• Credit report may be reviewed and additional ongoing screening may apply
• Position is not eligible for Visa sponsorship
• Prior financial services or highly regulated customer-facing experience preferred
• Experience building trust-based customer relationships preferred
• 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 escape risk concerns

Demonstrates strong customer relationship management skills, with a focus on understanding 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
• Bilingual Proficiency in Spanish/English
• Cash Handling and Teller Activities
• SAFE Registration
• Financial Services Experience

• Customer Needs Identification
• Account Opening Support
• Credit Application Processing
• Compliance Adherence
• Risk Control Management

• Effective Communication
• Collaboration with Teammates
• Trust-Building
• Initiative in Outreach

• SAFE Registration

• Financial Services
• Regulated Customer-Facing Experience
• Loan Originator Requirements
• Wells Fargo Policies

• Digital Banking Tools
• Customer Relationship Management Software