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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 understanding customer needs through proactive communication. Proficient in cash handling, transaction processing, and compliance within a regulated financial services environment.
Highest-signal resume keywords
Customer Relationship ManagementCash HandlingCompliance AdherenceDigital Tools ProficiencyCustomer Needs Assessment
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Transaction ProcessingAccount Opening SupportCredit Application ProcessingReferral GenerationRisk Control Compliance
Soft Skills
Proactive CommunicationCollaborationTrust BuildingCustomer OutreachProblem Solving
Tools & Technologies
Digital Banking ToolsCustomer Relationship Management Software
Certifications & Qualifications
SAFE RegistrationLoan Originator Certification
Industry Keywords
Financial ServicesRegulated EnvironmentCustomer-Facing RoleOperational Standards
About the role
Key responsibilities & impact- Build lasting customer relationships through proactive conversations
- Conduct discovery-driven conversations to understand customer needs
- Connect customers with relevant banking products, services, solutions, and digital tools
- 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
- Process transactions accurately while maintaining compliance and operational standards
- Use and adopt digital tools to enhance 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 will include Saturdays
- SAFE registration required at the time of employment; Wells Fargo initiates the process after 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 experience in financial services or a highly regulated, customer-facing role preferred
- Experience building trust-based customer relationships preferred
- Comfort initiating customer outreach preferred
- Comfort with digital tools and technology preferred
- Ability to identify customer needs and make appropriate referrals preferred
- Ability to collaborate with teammates and partners preferred
- Ability to follow policies and regulations and escalate risk concerns preferred
Benefits
Comp & perks- Robust benefits
- Competitive compensation
- Work-life balance and well-being programs
- Training and coaching
- Career growth and mobility
- Equal opportunity employment
- Medical accommodation support for applicants with disabilities