Demonstrates expertise in building customer relationships and connecting clients with relevant banking products and services while ensuring compliance with operational standards. Proficient in utilizing digital tools to enhance customer experience and effectively collaborating with team members to support branch operations.

Highest-signal resume keywords

Customer Relationship ManagementFinancial Services ExperienceActive ListeningDigital Tools ProficiencySAFE Registration

About the role

Key responsibilities & impact

Build lasting customer relationships through proactive, meaningful conversations
Understand customer needs and 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 while maintaining compliance and operational standards
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 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
Experience building trust-based customer relationships through active listening, follow-up, and consistent engagement
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
Ability to work a schedule that includes Saturdays
SAFE registration required at the time of employment; Wells Fargo will initiate the process after start date
Loan Originators must meet LO/CFPB requirements and comply with Wells Fargo policies concerning 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

Benefits

Comp & perks

Robust benefits
Competitive compensation
Programs designed to support work-life balance and well-being
Training and coaching
Career growth and mobility
Equal opportunity employer
Medical accommodation support during the application or interview process

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Cash HandlingTeller Line ActivitiesNew Account OpeningsService RequestsCredit ApplicationsRisk Control ComplianceCustomer Needs IdentificationSolution PromotionOperational Standards AdherenceRegulatory Compliance

Soft Skills

Proactive CommunicationTrust BuildingCollaborationEngagementInitiative

Tools & Technologies

Digital Banking ToolsCustomer Relationship Management Software

Certifications & Qualifications

SAFE RegistrationLoan Originator Certification

Industry Keywords

Financial ServicesCustomer-Facing RoleRegulated EnvironmentBranch OperationsRisk Management