Personal Banker at Wells Fargo - ScoutJobs - The AI-curated global job board
Skip to content
W
Posted 16 days ago

Personal Banker

Wells FargoPersonal Banker

Perks & benefits

Health Insurance

Requirements

6+ months customer interaction experience, SAFE registration capability, Ability to work Saturdays, Cash handling proficiency

Skills

customer serviceBankingFinance

About the role

Responsibilities

  • Build customer relationships through proactive outreach and propose appropriate financial 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
  • 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
  • Proficiency in cash handling and balancing
  • Ability to meet SAFE registration requirements 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

Benefits

  • Health, dental, and vision benefits
  • 401(k) plan
  • Paid time off and parental leave
  • Life, critical illness, and accident insurance
  • 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. Recognized as a top workplace to grow your career, Wells Fargo is committed to driving innovation and empowering communities through its extensive National Branch Network.

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 · Irvine

Sign up to apply