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Personal Banker
Wells Fargo. Build lasting customer relationships through proactive conversations supporting financial well-being .
About the role
Key responsibilities & impact- Build lasting customer relationships through proactive conversations supporting financial well-being
- 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 accurately processing transactions and maintaining compliance
- 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
Requirements
What you’ll need- 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of work experience, training, military experience, or education
- Ability to work a schedule that will include Saturdays
- SAFE registration is required at the time of employment; Wells Fargo will initiate the process after your start date
- Loan Originators must meet LO/CFPB requirements
- Must comply with Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background
- A credit report may be reviewed and additional ongoing screening may apply
- 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- 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