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Posted 21 days ago
Personal Banker
Wells FargoPersonal Banker
Perks & benefits
Health InsuranceMedical InsurancePaid Leave
Requirements
6+ months customer interaction experience, SAFE registration capability, Ability to work Saturdays, Cash handling skills
Skills
customer serviceBankingFinance
About the role
Responsibilities
- Build customer relationships through proactive outreach and exceptional service
- Propose appropriate financial products, services, and digital solutions to help customers succeed
- Assist with opening new accounts, completing service requests, and submitting credit applications
- Maintain a cash drawer, including cash handling and balancing tasks
- Refer customers' financial needs to appropriate bankers and partners
- Comply with the S.A.F.E. Mortgage Licensing Act and all related banking regulations
Requirements
- 6+ months of customer interaction experience (or equivalent work, training, or military experience)
- Ability to obtain SAFE registration at the time of employment
- Ability to work a schedule that includes most Saturdays
- Proficiency in cash handling and balancing
Preferred Qualifications
- Experience handling complex transactions across multiple systems
- Ability to educate customers on mobile banking and digital technology
- Experience proactively engaging customers via phone or email
- Strong ability to identify potential fraud or risky accounts
Benefits
- Health, dental, and vision benefits
- 401(k) plan and competitive compensation
- Paid time off and parental leave
- Tuition reimbursement and scholarships for dependent children
- Disability, life, critical illness, and accident insurance
About the Company
Wells Fargo is a leading global financial services company with approximately $2.1 trillion in assets. We provide a diversified set of banking, investment, and mortgage products and services through our specialized operating segments, helping customers and communities succeed.
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Wells Fargo · Sterling
