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Personal Banker
Wells Fargo. Build lasting customer relationships through proactive, meaningful conversations .
About the role
Key responsibilities & impact- Build lasting customer relationships through proactive, meaningful conversations
- Conduct discovery-driven conversations to 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 accurately processing transactions and maintaining compliance
- Use and adopt 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 or 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
- Prior experience in financial services or a highly regulated, customer-facing role (desired)
- Experience building trust-based customer relationships (desired)
- Comfort initiating outreach through calls, emails, or other channels (desired)
- Comfort with digital tools and technology and ability to learn new systems (desired)
- Ability to identify customer needs and connect them to appropriate solutions (desired)
- Ability to collaborate with teammates and partners (desired)
- Ability to follow policies and regulations and escalate risk concerns (desired)
- 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 Wells Fargo policies
- Must satisfy financial responsibility, character, fitness, and criminal background standards
- 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 opportunities
- Equal opportunity employment
- Medical accommodations available during recruitment or interview
- Drug-free workplace