Personal Banker at Wells Fargo - ScoutJobs - The AI-curated global job board
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Posted 20 days ago

Personal Banker

Wells FargoRoving Personal Banker

Requirements

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

Skills

customer serviceBankingFinance

About the role

Responsibilities

  • Provide flexible banking support across multiple branch locations within a specific geography to cover vacancies
  • Deliver exceptional customer experiences by building relationships and proposing appropriate products and digital solutions
  • Assist customers 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 other bankers and partners as appropriate
  • Comply 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 maintain a schedule that may include most Saturdays
  • Capability to meet SAFE registration requirements at the time of employment
  • Experience with 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 through phone or email outreach
  • Strong ability to identify potential fraud or risky accounts
  • Relevant military experience in leadership, human resources, or personnel management

About the Company

Wells Fargo is a leading financial services company with approximately $2.1 trillion in assets, providing a diversified set of banking, investment, and mortgage products and services globally.

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Personal Banker

Wells Fargo · Charlottesville

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