Personal Banker at Wells Fargo - ScoutJobs - The AI-curated global job board
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Posted 15 hours ago

Personal Banker

Wells Fargo

Requirements

6+ months customer interaction experience, Ability to work Saturdays, SAFE registration required

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 while maintaining compliance and operational standards
  • 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 customer interaction experience (or equivalent 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 customer outreach via calls, emails, or other channels
  • Demonstrated ability to follow strict policies and regulations while identifying and escalating risk concerns

Benefits

  • Competitive compensation and robust benefits packages
  • Programs designed to support work-life balance and well-being
  • Opportunities for long-term career growth and mobility within a leading financial institution

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 across consumer, commercial, and investment banking segments. We are committed to driving innovation, empowering communities, and helping our customers succeed.

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Personal Banker

Wells Fargo · Philadelphia

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