Personal Banker

• Build lasting customer relationships through proactive conversations
• Lead discovery-driven conversations to understand customer needs and connect customers 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 and technologies to enhance 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, 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 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 elevate risk concerns
• 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 regarding financial responsibility, character, fitness, and criminal background
• This position is not eligible for Visa sponsorship

Demonstrates strong customer relationship management skills, with a focus on identifying customer needs and connecting them to appropriate banking solutions. Proficient in cash handling and compliance within a regulated financial services environment.

• 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

• Proactive Communication
• Collaboration
• Trust Building
• Initiative in Outreach

• SAFE Registration

• Financial Services
• Regulated Environment
• Customer-Facing Role
• Loan Originator Requirements

• Digital Banking Tools
• Customer Relationship Management Software