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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in building customer relationships and identifying banking solutions while ensuring compliance with financial regulations. Proficient in cash handling and utilizing digital tools to enhance customer experience.
Highest-signal resume keywords
Customer Relationship ManagementCash HandlingDigital Tools ProficiencyCompliance AdherenceSAFE Registration
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Customer Needs AssessmentAccount Opening SupportCredit Application ProcessingRisk Control ManagementFinancial Services Knowledge
Soft Skills
Effective CommunicationCollaborationTrust BuildingProactive OutreachProblem Solving
Tools & Technologies
Digital Banking ToolsCustomer Relationship Management Software
Certifications & Qualifications
SAFE Registration
Industry Keywords
Financial ServicesRegulatory ComplianceCustomer-Facing RoleBranch GrowthOperational Standards
About the role
Key responsibilities & impact- Build lasting customer relationships through proactive conversations
- 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 digital tools and technologies to enhance customer experience
- Deliver accurate, compliant service within defined risk controls
- Collaborate with branch teammates and specialists to ensure seamless customer handoffs
- Flex between cash handling and customer banking activities
- Support account openings and ongoing account services
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 (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)
- Ability to work a schedule that includes Saturdays
- SAFE registration required at the time of employment; Wells Fargo initiates the process after start date
- Loan Originators must meet LO/CFPB requirements and comply with Wells Fargo policies
- Must satisfy standards related to financial responsibility, character, fitness, and criminal background
- Credit report may be reviewed and additional ongoing screening may apply
- Position is not eligible for Visa sponsorship
Benefits
Comp & perks- Robust benefits
- Competitive compensation
- Work-life balance and well-being programs
- Training and coaching
- Career growth and mobility opportunities