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Posted 6 days ago
Personal Banker
Wells Fargo
Requirements
6+ months customer interaction experience, SAFE registration required, Ability to perform cash handling
Skills
customer serviceBankingFinance
About the role
Responsibilities
- Build lasting customer relationships through proactive, meaningful conversations to support financial well-being.
- Lead discovery-driven conversations to understand customer needs and connect them with relevant banking products and services.
- Drive branch growth by identifying opportunities and making appropriate referrals to meet customer and business goals.
- Support everyday banking needs, including new account openings, service requests, and credit applications.
- Perform cash handling and teller line activities, accurately processing transactions while maintaining compliance.
- Utilize digital tools and technologies to enhance the customer experience and support evolving banking needs.
- Collaborate with branch teammates to ensure seamless handoffs to licensed bankers or specialists.
Requirements
- 6+ months of experience interacting with customers (can be through work, training, military, or education).
- Ability to perform cash handling and teller line activities.
- SAFE registration is required at the time of employment (Wells Fargo will initiate this process after your start date).
Preferred Qualifications
- Prior experience in financial services or a highly regulated, customer-facing role.
- Experience building trust-based relationships through active listening and consistent engagement.
- Comfort initiating customer outreach via calls or emails to identify opportunities.
- Demonstrated ability to follow strict policies and regulations while identifying risk concerns.
About the Company
Wells Fargo is a leading 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. We are committed to driving innovation, empowering communities, and helping our customers succeed.
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