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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.
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Wells Fargo · Irvine
