Personal Banker

• Provide personalized banking support across multiple branch locations within an assigned geographic area
• Cover banker and teller absences and temporarily fill open positions as needed
• Adapt to new branch environments, teams, and customer needs while maintaining service quality and bank standards
• Build customer relationships through proactive conversations supporting financial well-being
• Conduct discovery-driven conversations to understand customer needs and connect them with banking products, services, and solutions
• Identify opportunities, promote solutions, and make referrals to meet customer and business goals
• Support account openings, service requests, and credit applications
• Perform cash handling and teller line activities while maintaining compliance and operational standards
• Use digital tools and technologies to enhance customer experience
• Deliver accurate, compliant service within defined risk controls
• Collaborate with branch teammates and coordinate handoffs to licensed bankers and specialists
• Flex between cash handling and customer banking activities, with emphasis on 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 financial services or highly regulated customer-facing experience preferred
• 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 and referrals
• Ability to collaborate with teammates and partners to resolve customer needs
• Ability to follow policies and regulations and elevate risk concerns
• Ability to travel 100% of the time within the assigned geography
• Ability to commute to assigned branch locations for the duration of assignments
• Ability to work a schedule that includes Saturdays
• Ability to flex between cash handling and customer banking activities
• 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 standards related to 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

Demonstrates expertise in customer relationship management and financial services, with a strong ability to identify customer needs and connect them to appropriate banking solutions. Proficient in cash handling and compliance with operational standards while utilizing digital tools to enhance customer experience.

• Customer Relationship Management
• Cash Handling
• Financial Services Experience
• Digital Tools Proficiency
• SAFE Registration

• Cash Handling
• Account Openings
• Service Requests
• Credit Applications
• Compliance Standards
• Risk Control
• Customer Needs Identification
• Referral Promotion
• Operational Standards

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

• SAFE Registration

• Financial Services
• Customer-Facing Experience
• Regulatory Compliance
• Banking Products
• Customer Support

• Digital Banking Tools
• Customer Relationship Management Software