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Personal Banker
Wells Fargo. Build lasting customer relationships through proactive conversations and outreach .
About the role
Key responsibilities & impact- Build lasting customer relationships through proactive conversations and outreach
- Understand customer needs and connect them with relevant banking products, services, and solutions
- Drive branch growth by identifying opportunities, promoting solutions, and making referrals
- Support new account openings, service requests, and credit applications
- Perform cash handling and teller line activities while accurately processing transactions
- Use digital tools and technologies to enhance the customer experience
- Deliver accurate, compliant service within defined risk controls
- Collaborate with branch teammates and 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 regarding 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 financial services or highly regulated customer-facing experience
- Experience building trust-based customer relationships
- Comfort initiating customer outreach through calls, emails, or other channels
- Comfort using digital tools and technology and learning new systems
- Ability to identify customer needs and make appropriate referrals
- Ability to collaborate with teammates and partners
- Ability to follow policies and regulations and escalate risk concerns
Benefits
Comp & perks- Robust benefits
- Competitive compensation
- Programs supporting work-life balance and well-being
- Training and coaching
- Career growth and mobility opportunities