Personal Banker at Wells Fargo - ScoutJobs - The AI-curated global job board
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Posted a month ago

Personal Banker

Wells FargoPersonal Banker

Perks & benefits

Health InsuranceMedical InsurancePaid Leave

Requirements

6+ months customer interaction experience, SAFE registration capability, Ability to work Saturdays, Cash handling proficiency

Skills

customer serviceBankingFinance

About the role

Responsibilities

  • Build customer relationships through proactive outreach and exceptional service
  • Propose appropriate financial products, services, and digital solutions to help customers succeed
  • Assist with opening new accounts, completing service requests, and submitting credit applications
  • Maintain a cash drawer, including cash handling and balancing tasks
  • Refer customers' financial needs to appropriate bankers and partners
  • Comply with the S.A.F.E. Mortgage Licensing Act and all related banking regulations

Requirements

  • 6+ months of customer interaction experience
  • Ability to work a schedule that may include Saturdays
  • Proficiency in cash handling and balancing
  • Capability to meet SAFE registration requirements at the time of employment

Preferred Qualifications

  • Bilingual proficiency in Spanish and English
  • 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

Benefits

  • Comprehensive health benefits
  • 401(k) plan and retirement support
  • Paid time off and parental leave
  • Tuition reimbursement and scholarships for dependent children
  • Disability, life, critical illness, and accident insurance

About the Company

Wells Fargo is a leading financial services company with approximately $2.1 trillion in assets, providing a diversified set of banking, investment, and mortgage products and services globally.

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