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Personal Banker
Wells Fargo. Build lasting customer relationships through proactive conversations and outreach .
About the role
Key responsibilities & impact- Build lasting customer relationships through proactive conversations and outreach
- Understand customer needs and connect them with relevant banking products, services, and solutions
- Identify opportunities, promote solutions, and make appropriate referrals to drive branch growth
- Support new 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 the 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 to support branch operations
Requirements
What you’ll need- 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 preferred
- Experience building trust-based customer relationships preferred
- Comfort initiating outreach via calls, emails, or other channels preferred
- Comfort with digital tools and technology, and ability to learn new systems preferred
- Ability to identify customer needs and connect them to appropriate solutions preferred
- Ability to collaborate with teammates and partners preferred
- Ability to follow policies and regulations and escalate risk concerns preferred
- 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 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
Benefits
Comp & perks- Robust benefits
- Competitive compensation
- Work-life balance and well-being programs
- Training and coaching
- Career growth and mobility opportunities