Personal Banker

Responsibilities

• Build lasting customer relationships through proactive, meaningful conversations that 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 coordinate 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 work a schedule that includes Saturdays.
• SAFE registration is required at the time of employment.

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 outreach via calls or emails to strengthen customer relationships.
• 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.