Demonstrates strong customer relationship management skills, with a focus on identifying customer needs and connecting them to appropriate banking solutions. Proficient in cash handling, compliance with financial regulations, and utilizing digital tools to enhance customer experience.

Highest-signal resume keywords

Customer Relationship ManagementBilingual Proficiency in Spanish/EnglishSAFE RegistrationFinancial Services ExperienceDigital Tools Proficiency

About the role

Key responsibilities & impact

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 accurately processing transactions
Use and adopt 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 or 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
Bilingual speaking and listening proficiency in Spanish/English
Must take and pass required language assessment
Ability to work a schedule that will include Saturdays
SAFE registration required at the time of employment; Wells Fargo will initiate the process after start date
Loan Originators must meet LO/CFPB requirements and comply with Wells Fargo policies
Must satisfy standards related to financial responsibility, character, fitness, and criminal background
This position is not eligible for Visa sponsorship
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 escalate risk concerns

Benefits

Comp & perks

Robust benefits
Competitive compensation
Work-life balance and well-being programs
Training and coaching
Career growth and mobility
Equal opportunity employment
Medical accommodations for applicants with disabilities
Drug-free workplace

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Cash HandlingTransaction ProcessingCustomer Needs AssessmentAccount Opening SupportCredit Application Processing

Soft Skills

Building Trust-Based RelationshipsEffective CommunicationCollaborationInitiative in Outreach

Tools & Technologies

Digital Banking ToolsCustomer Relationship Management Software

Certifications & Qualifications

SAFE Registration

Industry Keywords

Financial ServicesRegulated EnvironmentCustomer-Facing RoleComplianceRisk Management