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

Personal Banker

Wells FargoPersonal Banker

Requirements

6+ months customer interaction experience, Ability to work Saturdays, SAFE registration capability, 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 within the branch
  • 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 work a schedule that may include most Saturdays
  • Capability to complete SAFE registration at the time of employment
  • Strong cash handling and balancing skills

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
  • Proven ability to identify potential fraud or risky accounts to prevent loss
  • Experience working collaboratively within a team to meet customer needs

About the Company

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

ScoutJobs Agent

Get matches like this delivered daily

Sign up free — we'll pull jobs that fit your CV from across the web and rank them for you.

Get started — it's free

Personal Banker

Wells Fargo · Lynchburg

Sign up to apply