Personal Banker

• Build lasting customer relationships through proactive 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
• Support branch operations by flexing between cash handling and customer banking activities
• Deliver strong service through 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
• Experience building trust-based customer relationships through active listening, follow-up, and consistent engagement
• 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 lift risk concerns
• Ability to work a schedule that includes Saturdays
• SAFE registration required at time of employment;
  Wells Fargo initiates the process after start date
• Loan Originators must meet LO/CFPB requirements and comply with Wells Fargo policies
• Must satisfy standards related to financial responsibility, character, fitness, and criminal background
• Subject to credit report review and additional ongoing screening
• This position is not eligible for Visa sponsorship

Demonstrates strong customer relationship management skills by effectively identifying customer needs and connecting them with appropriate banking solutions. 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 Control Compliance

• Active Listening
• Collaboration
• Proactive Communication
• Trust Building
• Engagement

• SAFE Registration
• Loan Originator Certification

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

• Digital Banking Tools
• Customer Relationship Management Software