Personal Banker at Wells Fargo - ScoutJobs - The AI-curated global job board
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Posted 8 hours ago

Personal Banker

Wells FargoPersonal Banker

Perks & benefits

Health InsurancePaid LeaveMedical InsuranceMobile AllowanceEducation AllowanceFamily Medical Insurance

Requirements

6+ months customer interaction experience, SAFE registration required, Ability to work Saturdays

Skills

Bankingcustomer serviceFinance

About the role

Responsibilities

  • Build lasting customer relationships through proactive, meaningful conversations that support financial well-being.
  • Lead discovery-driven conversations to understand customer needs and connect them with relevant banking products and services.
  • Drive branch growth by identifying opportunities and making appropriate referrals to meet customer and business goals.
  • Support everyday banking needs, including new account openings, service requests, and credit applications.
  • Perform cash handling and teller line activities, accurately processing transactions while maintaining compliance.
  • Collaborate with branch teammates to coordinate seamless handoffs to licensed bankers or specialists.

Requirements

  • 6+ months of customer interaction experience (or equivalent through work, training, military, or education).
  • Ability to work a schedule that includes Saturdays.
  • SAFE registration is required at the time of employment.

Preferred Qualifications

  • Prior experience in financial services or a highly regulated, customer-facing role.
  • Experience building trust-based customer relationships through active listening and consistent engagement.
  • Comfort initiating outreach via calls or emails to strengthen customer relationships.
  • Demonstrated ability to follow policies and regulations while identifying and escalating risk concerns.

Benefits

  • Health benefits and 401(k) Plan.
  • Paid time off and parental leave.
  • Life, critical illness, and accident insurance.
  • Tuition reimbursement and scholarships for dependent children.
  • Commuter benefits and adoption reimbursement.

About the Company

Wells Fargo is a leading financial services company that provides a diversified set of banking, investment, and mortgage products and services. We are committed to driving innovation, empowering communities, and helping our customers succeed through a culture of growth and inclusion.

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Personal Banker

Wells Fargo · San Diego

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