Demonstrates strong customer relationship management skills by effectively identifying customer needs and connecting them with appropriate banking solutions. Proficient in cash handling, compliance, and utilizing digital tools to enhance customer experiences while adhering to regulatory standards.

Highest-signal resume keywords

Customer Relationship ManagementCash HandlingCompliance AdherenceDigital Tools ProficiencySAFE Registration

About the role

Key responsibilities & impact

Build lasting customer relationships through proactive conversations and outreach
Lead discovery-driven conversations to understand customer needs
Connect customers 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
Accurately process transactions while maintaining compliance and operational standards
Use digital tools and technologies to enhance the 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 is desired
Experience building trust-based customer relationships is desired
Comfort initiating outreach through calls, emails, or other channels is desired
Demonstrated comfort with digital tools and technology is desired
Ability to identify customer needs and connect them to appropriate solutions is desired
Proven ability to collaborate with teammates and partners is desired
Demonstrated ability to follow policies and regulations while identifying and escalating risk concerns is desired
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 and comply with Wells Fargo policies, including financial responsibility, character, fitness, and criminal background standards
Credit report may be reviewed and additional ongoing screening may apply

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
Training and coaching
Career growth and mobility opportunities
Work-life balance and well-being programs

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Transaction ProcessingAccount Opening SupportCredit Application ProcessingRisk IdentificationCustomer Needs Assessment

Soft Skills

Proactive CommunicationCollaborationTrust-BuildingInitiative in Outreach

Tools & Technologies

Digital Banking ToolsCustomer Relationship Management Software

Certifications & Qualifications

SAFE Registration

Industry Keywords

Financial ServicesRegulatory ComplianceCustomer-Facing RoleBranch Operations