Demonstrates expertise in building customer relationships and connecting clients with relevant banking products and services while ensuring compliance with financial regulations. Proficient in cash handling, digital tools, and collaborative teamwork to enhance branch operations and customer experience.

Highest-signal resume keywords

Customer Relationship ManagementCash HandlingSAFE RegistrationFinancial Services ExperienceDigital Tools Proficiency

About the role

Key responsibilities & impact

Build lasting customer relationships through proactive conversations
Understand customer needs and connect them with relevant 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 maintaining compliance and operational standards
Use and adopt digital tools 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
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
Must comply with Wells Fargo policies related to financial responsibility, character, fitness, and criminal background
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

Robust benefits
Competitive compensation
Work-life balance and well-being programs
Training and coaching
Career growth and mobility
Community involvement recognition
Employee assistance with medical accommodations
Drug-free workplace

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Customer Needs AssessmentAccount Opening SupportCredit Application ProcessingOperational ComplianceRisk Control Adherence

Soft Skills

Trust BuildingEffective CommunicationCollaborationProactive OutreachProblem Solving

Tools & Technologies

Digital Banking ToolsCustomer Relationship Management Software

Certifications & Qualifications

SAFE Registration

Industry Keywords

Financial ServicesRegulatory ComplianceCustomer-Facing RoleLoan Originator Requirements