Personal Banker

Responsibilities

• Deliver an exceptional customer experience by building relationships through proactive outreach
• 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 internal partners as appropriate
• Maintain a 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, military, or education)
• Bilingual speaking and listening proficiency in Spanish and English
• Ability to work a schedule that includes most Saturdays
• Ability to meet SAFE registration and Loan Originator requirements

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
• 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 with approximately $2.1 trillion in assets. We provide a diversified set of banking, investment, and mortgage products and services through our specialized operating segments, helping customers and communities succeed.