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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong customer relationship management skills by effectively identifying customer needs and connecting them with relevant banking products and services. Proficient in cash handling, transaction processing, and utilizing digital tools to enhance customer experience while adhering to compliance and risk management standards.
Highest-signal resume keywords
Customer Relationship ManagementCash HandlingDigital Tools ProficiencyCompliance AdherenceFinancial Services Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Transaction ProcessingAccount OpeningCredit Application SupportRisk Control ComplianceCustomer Needs Assessment
Soft Skills
Active ListeningCollaborationProactive CommunicationTrust-Building
Tools & Technologies
Digital Banking ToolsCustomer Relationship Management Software
Certifications & Qualifications
SAFE Registration
Industry Keywords
Financial ServicesCustomer-Facing RoleRegulatory ComplianceLoan Originator Requirements
About the role
Key responsibilities & impact- Build lasting customer relationships through proactive conversations
- Understand customer needs and connect them with relevant banking products, services, solutions, and digital tools
- 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 to 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
- Experience building trust-based customer relationships through active listening, follow-up, and consistent engagement
- Comfort initiating outreach via 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
- 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
Benefits
Comp & perks- Robust benefits
- Competitive compensation
- Programs designed to support work-life balance and well-being
- Training and coaching
- Career growth and mobility
- Community investment opportunities
- Medical accommodation support during recruitment
- Drug-free workplace