Personal Banker

Responsibilities

• Build customer relationships through proactive outreach and exceptional service
• Propose appropriate financial products, services, and digital solutions to help customers succeed
• Assist customers with opening new accounts, completing service requests, and submitting credit applications
• Refer customers' financial needs to other bankers and partners as appropriate
• Maintain cash drawer, including cash handling and balancing tasks
• 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 work a schedule that includes most Saturdays
• Capability to complete SAFE registration at the time of employment

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 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. Recognized as a top workplace to grow your career, Wells Fargo is committed to driving innovation, empowering communities, and helping customers succeed through a culture of excellence and support.