Personal Banker

• Build lasting customer relationships through proactive conversations
• Lead discovery-driven conversations to understand customer needs and connect them with 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 to enhance the customer experience
• Deliver accurate, compliant service within defined risk controls
• Collaborate with branch teammates to coordinate handoffs to licensed bankers and 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, 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 escal risk concerns
• Ability to work a schedule that includes Saturdays
• SAFE registration required at the time of employment;
  Wells Fargo initiates the process after the start date
• Loan Originators must meet LO/CFPB requirements and Wells Fargo policies
• Must comply with financial responsibility, character, fitness, criminal background, credit report, and ongoing screening requirements
• Position is not eligible for Visa sponsorship

Demonstrates expertise in building trust-based customer relationships and identifying customer needs to connect 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

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

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

• SAFE Registration
• Loan Originator Certification

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

• Digital Banking Tools
• Customer Relationship Management Software