Demonstrates expertise in building customer relationships and identifying financial solutions while adhering to compliance and operational standards. Proficient in utilizing digital tools to enhance customer experience and support branch operations.

Highest-signal resume keywords

Customer Relationship ManagementFinancial Services ExperienceSAFE RegistrationCompliance AdherenceDigital Tools Proficiency

About the role

Key responsibilities & impact

Build lasting customer relationships through proactive conversations supporting financial well-being
Lead 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 maintaining compliance and operational standards
Use and adopt digital tools and technologies to enhance customer experience
Deliver accurate, compliant service while exercising sound judgment within defined risk controls
Collaborate with branch teammates to coordinate handoffs to licensed bankers or other 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 will include Saturdays
SAFE registration is required at the time of employment; Wells Fargo will initiate the process after your start date
Loan Originators must meet LO/CFPB requirements
Must comply with Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background
A credit report may be reviewed and additional ongoing screening may apply
This position is not eligible for Visa sponsorship
Prior experience in financial services or a highly regulated, customer-facing role
Experience building trust-based customer relationships
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

Benefits

Comp & perks

401(k) Plan
Paid Time Off
Parental Leave
Critical Caregiving Leave
Discounts and Savings
Health Benefits
Commuter Benefits
Tuition Reimbursement
Scholarships for dependent children
Adoption Reimbursement
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Incentive opportunities may be available

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Cash HandlingTeller Line ActivitiesAccount OpeningCredit ApplicationsRisk Control Management

Soft Skills

Effective CommunicationCollaborationTrust BuildingProactive OutreachJudgment

Tools & Technologies

Digital Banking ToolsCustomer Relationship Management Software

Certifications & Qualifications

SAFE Registration

Industry Keywords

Financial Well-BeingRegulated Customer-Facing RoleLO/CFPB RequirementsWells Fargo Policies