Demonstrates expertise in customer relationship management and compliance within the financial services sector, with a strong ability to connect customers to appropriate banking solutions while adhering to regulatory standards.

Highest-signal resume keywords

Customer Relationship ManagementCash HandlingSAFE RegistrationFinancial Services ExperienceDigital Tools Proficiency

About the role

Key responsibilities & impact

Provide personalized banking support across multiple branch locations within an assigned geographic area
Cover banker and teller absences and temporarily fill open positions as needed
Adapt to new branch environments, teams, and customer needs
Build customer relationships through proactive conversations and outreach
Conduct discovery-driven conversations to understand customer needs
Connect customers with relevant banking products, services, and solutions
Identify opportunities, promote solutions, and make referrals to meet customer and business goals
Support account openings, service requests, and credit applications
Perform cash handling and teller-line activities and process transactions
Use digital tools and technologies to enhance customer experience
Deliver accurate, compliant service within defined risk controls
Coordinate handoffs to licensed bankers and 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 travel 100% of the time within assigned geography
Ability to commute to assigned branch location(s) for the duration of the assignment
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
Compliance with Wells Fargo policies and 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
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

Robust benefits
Competitive compensation
Work-life balance and well-being programs
Training and coaching
Career growth and mobility opportunities
10% pay differential eligibility

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Cash HandlingAccount OpeningService RequestsCredit ApplicationsTransaction ProcessingCustomer Needs IdentificationCompliance AdherenceRisk Control ManagementLoan Originator RequirementsDiscovery-Driven Conversations

Soft Skills

Building Trust-Based RelationshipsProactive CommunicationCollaborationAdaptabilityInitiative

Tools & Technologies

Digital Banking ToolsCustomer Relationship Management Software

Certifications & Qualifications

SAFE Registration

Industry Keywords

Financial ServicesRegulated Customer-Facing RoleWells Fargo PoliciesLO/CFPB Requirements