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Personal Banker
Wells Fargo. Build customer relationships through proactive outreach and propose appropriate products, services, and digital solutions .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong customer service skills by proactively engaging with customers and building relationships while adhering to compliance and regulatory standards. Proficient in connecting customers with appropriate bank products and services, ensuring their financial success and satisfaction.
Highest-signal resume keywords
Customer Relationship ManagementProactive Customer EngagementSAFE RegistrationLoan Originator RequirementsCompliance with Regulations
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 ServiceComplex Transaction HandlingCash HandlingFraud PreventionMobile Banking Education
Soft Skills
Interpersonal CommunicationTeam CollaborationIntegrityProfessionalismRelationship Building
Certifications & Qualifications
SAFE Registration
Industry Keywords
Bank ProductsService RequestsCredit ApplicationsRisk ManagementFinancial Responsibility
About the role
Key responsibilities & impact- Build customer relationships through proactive outreach and propose appropriate products, services, and digital solutions
- Assist customers with opening new accounts, completing service requests, and submitting credit applications
- Receive direction from managers and exercise judgment within defined policies and procedures
- Develop understanding of bank products and services to connect them to customers' needs
- Interact with customers to demonstrate care and build relationships
- Provide appropriate options for bank products and services
- Refer customers' financial needs to other bankers and partners as needed
- Maintain cash drawer, handle and balance cash, and complete service-related tasks
- Comply with SAFE Mortgage Licensing Act requirements and related regulations
- Fulfill risk, compliance, monitoring, escalation, and remediation responsibilities
Requirements
What you’ll need- 6+ months of interacting with customers experience, or equivalent demonstrated through work experience, training, military experience, education
- Customer service focus with experience handling complex transactions across multiple systems
- Experience proactively engaging with customers through outreach via phone or email
- Ability to educate and connect customers to technology and share the value of mobile banking options
- Ability to help customers succeed financially by offering introductions to additional team members as appropriate
- Experience working with others on a team to meet customer needs
- Experience fostering and developing strong customer relationships
- Ability to build strong relationships with internal partners
- Ability to follow policies, procedures, and regulations
- Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss
- Ability to interact with integrity and professionalism with customers and team members
- Proficiency with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
- Ability to support customers and employees in resolving or escalating concerns or complaints
- Ability to work a schedule that may include most Saturdays
- SAFE registration required at time of employment
- Must meet Loan Originator requirements under Regulation Z
- Must meet applicable financial responsibility, character, general financial fitness, and criminal background standards
- Successful candidates must meet ongoing regulatory requirements including additional screening, if necessary
- This position is not eligible for Visa sponsorship
Benefits
Comp & perks- Health benefits
- 401(k) Plan
- Paid time off
- Disability benefits
- Life insurance, critical illness insurance, and accident insurance
- Parental leave
- Critical caregiving leave
- Discounts and savings
- Commuter benefits
- Tuition reimbursement
- Scholarships for dependent children
- Adoption reimbursement
- Incentive opportunities may be available