Personal Banker at Wells Fargo - ScoutJobs - The AI-curated global job board
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Posted 21 days ago

Personal Banker

Wells FargoRoving Personal Banker Central

Perks & benefits

Health InsurancePaid Leave

Requirements

6+ months customer interaction experience, Ability to travel 100% within district, SAFE registration compliance, Cash handling proficiency

Skills

customer serviceBankingFinance

About the role

Responsibilities

  • Provide flexible banking support across various branch locations within a specific geography to cover vacancies or staff absences
  • Deliver exceptional customer experiences by building relationships and proposing appropriate products, services, and digital solutions
  • Assist customers with opening new accounts, completing service requests, and submitting credit applications
  • Maintain a cash drawer, including proficiency in cash handling and balancing
  • Refer customers' financial needs to other bankers and partners as appropriate
  • Ensure compliance with the S.A.F.E. Mortgage Licensing Act and all related banking regulations

Requirements

  • 6+ months of customer interaction experience (or equivalent through work, training, military, or education)
  • Ability to travel 100% within the assigned district
  • Ability to commute to various assigned branch locations for the duration of assignments
  • Ability to work a schedule that may include most Saturdays
  • Must be able to meet SAFE registration requirements at the time of employment
  • Proficiency in cash handling and maintaining a cash drawer

Preferred Qualifications

  • Experience handling complex transactions across multiple systems
  • Experience proactively engaging customers through phone or email outreach
  • Ability to educate customers on mobile banking and digital technology
  • Experience fostering strong customer and internal partner relationships
  • Ability to identify potential fraud or risky accounts to prevent loss

Benefits

  • Health benefits
  • 401(k) Plan
  • Paid time off
  • Disability, life, critical illness, and accident insurance
  • Parental and critical caregiving leave
  • Tuition reimbursement and scholarships for dependent children
  • Commuter benefits

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, including Consumer Banking and Lending.

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Personal Banker

Wells Fargo · Denver

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