Personal Banker at Wells Fargo - ScoutJobs - The AI-curated global job board
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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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