Banker

• 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 with 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
• Follow Wells Fargo risk, compliance, and regulatory programs, policies, and procedures
• Proactively monitor, identify, escalate, and remediate risk and compliance issues as needed

Personal Banker

• 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 while maintaining service quality and bank standards
• Build customer relationships through proactive conversations and outreach
• Lead discovery-driven conversations to understand customer needs and connect them with banking products, services, and solutions
• Drive branch growth by identifying opportunities, promoting solutions, and making referrals
• Support 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 to coordinate handoffs to licensed bankers and specialists
• Support branch operations by flexing between cash handling and customer banking activities

• Engage clients in the lobby to educate and assist them with transactions through mobile banking, online banking, and ATM self-service resources
• Accurately and efficiently process cash transactions
• Conduct deep conversations to understand clients’ financial and life priorities
• Connect clients with solutions that meet their financial goals
• Execute the bank’s risk culture and pursue operational excellence
• Build relationships with clients to meet financial needs
• Follow established processes and guidelines while adhering to applicable laws and regulations
• Partner with experts in small business, lending, and investments to grow business knowledge and networks
• Manage financial center traffic, appointments, and outbound calls
• Drive the client experience
• Manage cash responsibilities

Relationship Banker

• Engage clients in the lobby to educate and assist them with transactions through mobile banking, online banking, and ATMs
• Accurately and efficiently process cash transactions
• Have deep conversations with clients to understand their financial and life priorities
• Connect clients with solutions that meet their financial goals
• Execute the bank’s risk culture and pursue operational excellence
• Build client relationships to meet financial needs
• Follow established processes, guidelines, laws, and regulations
• Partner with small business, lending, and investment experts to grow business knowledge and networks
• Manage financial center traffic, appointments, and outbound calls
• Drive the client experience
• Manage cash responsibilities

• Acquire new affluent consumer and business customers and deepen existing relationships through outreach, referrals, and appointments
• Lead discovery-driven conversations to understand customer goals and deliver tailored banking and credit strategies
• Serve as the primary financial partner by providing comprehensive, multi-product guidance and ongoing reviews
• Manage and actively grow a defined book of business across deposits, lending, and investments
• Partner with Wealth, Home Lending, and Business Banking teams to coordinate integrated solutions and convert qualified opportunities
• Educate customers on self-service and mobile banking options
• Advise branch colleagues on relationship development and complex client needs
• Maintain accurate documentation, exercise sound judgment, escalate issues, and adhere to policies and regulations
• Complete licensing requirements and SAFE registration; transition from the temporary license-pending role upon successful completion

Senior Premier Banker

• Build relationships with customers through in-person, appointment-based, and virtual engagement
• Assess and address customers’ banking needs
• Obtain and process customer and account information
• Educate clients on deposit, loan, digital, and self-service products and services
• Recommend solutions based on customers’ goals and needs
• Conduct proactive outreach and follow-up
• Greet clients and process basic transactions
• Open new consumer and business accounts
• Complete service requests and submit credit applications
• Develop collaborative partnerships with branch team members and partners
• Leverage resources and technologies to optimize client experience and operational accuracy