Demonstrates strong customer relationship management skills through proactive communication and the ability to connect customer needs with appropriate banking solutions. Proficient in cash handling, compliance, and utilizing digital tools to enhance customer experiences.

Highest-signal resume keywords

Customer Relationship ManagementCash HandlingDigital Tools ProficiencyCompliance AdherenceCollaboration with Teammates

About the role

Key responsibilities & impact

Build lasting customer relationships through proactive, meaningful 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 everyday banking needs, including 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 while exercising sound judgment within defined risk controls
Collaborate with branch teammates to coordinate handoffs to licensed bankers or other specialists
Flex between cash handling and customer banking activities to support branch operations
Provide account openings and ongoing account support

Requirements

What you’ll need

6+ months of interacting with customers experience, or equivalent demonstrated through work experience, training, military experience, or education
Ability to work a schedule that will include Saturdays
Prior experience in financial services or a highly regulated, customer-facing role is desired
Experience building trust-based customer relationships is desired
Comfort initiating outreach through calls, emails, or other channels is desired
Demonstrated comfort with digital tools and technology is desired
Ability to identify customer needs and connect them to appropriate solutions is desired
Proven ability to collaborate with teammates and partners is desired
Demonstrated ability to follow policies and regulations while identifying and escalating risk concerns is desired
SAFE registration is required at the time of employment; Wells Fargo will initiate the process after the start date
Loan Originators must meet LO/CFPB requirements and Wells Fargo policies, including financial responsibility, character, fitness, and criminal background standards
A credit report may be reviewed and additional ongoing screening may apply
This position is not eligible for Visa sponsorship

Benefits

Comp & perks

Comprehensive health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement
Incentive opportunities may be available

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Account OpeningService RequestsCredit ApplicationsRisk IdentificationFinancial Services Experience

Soft Skills

Trust BuildingProactive CommunicationInitiative in Outreach

Tools & Technologies

Digital Banking Tools

Certifications & Qualifications

SAFE Registration

Industry Keywords

Customer-Facing RoleRegulated EnvironmentBranch Operations