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Personal Banker
Wells Fargo. Provide support across branch locations within a specific geography when a banker or teller is absent or to temporarily cover vacancies .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong customer service skills by effectively engaging with customers, understanding their financial needs, and providing appropriate banking solutions. Proficient in maintaining compliance with banking regulations and fostering relationships with both customers and internal partners.
Highest-signal resume keywords
Customer Service ExperienceRelationship BuildingCompliance AdherenceProactive Customer EngagementCash Handling
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Bank Product KnowledgeService Request ProcessingCredit Application SubmissionFraud DetectionTechnology Education
Soft Skills
IntegrityProfessionalismTeam CollaborationAdaptabilityCommunication
Tools & Technologies
Mobile Banking SolutionsMultiple Systems Navigation
Certifications & Qualifications
SAFE RegistrationLoan Originator Qualification
Industry Keywords
Risk ManagementCompliance RequirementsCustomer OutreachFinancial ResponsibilityMilitary Experience
About the role
Key responsibilities & impact- Provide support across branch locations within a specific geography when a banker or teller is absent or to temporarily cover vacancies
- Adapt to changing priorities and new surroundings while meeting customer needs
- Build customer relationships through proactive outreach and propose appropriate products, services, and digital solutions
- Assist customers with opening new accounts, completing service requests, and submitting credit applications
- Receive direction from managers and exercise judgment within defined policies and procedures
- Develop understanding of bank products and services and connect them to customer needs
- Interact with customers to demonstrate care and build relationships
- Provide appropriate options for bank products and services
- Refer customers’ financial needs to other bankers and partners
- Maintain cash drawer, handle and balance cash, and complete service-related tasks
- Follow Wells Fargo risk, compliance, monitoring, escalation, and remediation requirements
Requirements
What you’ll need- 6+ months of interacting with customers experience, or equivalent demonstrated through work experience, training, military experience, or education
- Customer service focus with experience handling complex transactions across multiple systems
- Experience proactively engaging with customers through outreach via phone or email
- Ability to educate and connect customers to technology and share the value of mobile banking options
- Ability to help customers succeed financially by offering introductions to additional team members as appropriate
- Experience working with others on a team to meet customer needs
- Experience fostering and developing strong customer relationships
- Ability to build strong relationships with internal partners
- Ability to follow policies, procedures, and regulations
- Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss
- Ability to interact with integrity and professionalism with customers and team members
- Relevant military experience in military protocol, evaluations, leadership reporting, personnel benefits management, military orders or transitions, wartime readiness, human resources, or military recruiting
- Proficiency in sourcing, acquiring, building, and maintaining relationships with customers and colleagues
- Ability to support customers and employees in resolving or escalating concerns or complaints
- Ability to work weekends and holidays as needed or scheduled
- Ability to meet SAFE registration and Loan Originator qualification requirements at employment
- Must meet financial responsibility, character, financial fitness, criminal background, screening, and ongoing regulatory requirements
- Not eligible for visa sponsorship
Benefits
Comp & perks- Equal opportunity employer
- Drug-free workplace
- Medical accommodation during the application or interview process
- No visa sponsorship