Personal Banker at Wells Fargo - ScoutJobs - The AI-curated global job board
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Posted 19 days ago

Personal Banker

Wells FargoRoving Personal Banker

Perks & benefits

Health InsuranceMedical InsurancePaid Leave

Requirements

6+ months customer interaction experience, Ability to travel 100% within district, SAFE registration capability, Ability to work Saturdays

Skills

customer serviceBankingFinance

About the role

Responsibilities

  • Provide flexible banking support across various branch locations to cover vacancies or staff absences
  • Assist customers with opening new accounts, completing service requests, and submitting credit applications
  • Build customer relationships through proactive outreach and by proposing appropriate financial products and digital solutions
  • Maintain a cash drawer, including cash handling and balancing tasks
  • Refer customers' financial needs to appropriate bankers and partners within the organization
  • Ensure compliance with the S.A.F.E. Mortgage Licensing Act and all related banking regulations

Requirements

  • 6+ months of experience in customer interaction or equivalent experience (military, education, or training)
  • Ability to travel 100% within the assigned district
  • Ability to work a schedule that includes Saturdays
  • Capability to meet SAFE registration requirements at the time of employment

Preferred Qualifications

  • Experience handling complex transactions across multiple systems
  • Proven 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 to prevent loss

Benefits

  • Comprehensive 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 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.

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Personal Banker

Wells Fargo · Colorado Springs

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