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, Ability to travel 100% within district, SAFE registration compliance, Ability to work Saturdays

Skills

customer serviceBankingFinance

About the role

Responsibilities

  • Provide flexible support across various branch locations within a specific geography to cover vacancies or staff absences
  • Deliver an exceptional customer experience by building relationships and proposing appropriate products, services, and digital solutions
  • Assist customers with opening new accounts, completing service requests, and submitting credit applications
  • Refer customers' financial needs to appropriate bankers and partners
  • Maintain compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations
  • Manage cash drawer duties, including cash handling and balancing

Requirements

  • 6+ months of customer interaction experience (or equivalent through work, training, military, or education)
  • Ability to travel 100% within the assigned district
  • Ability to work a schedule that includes Saturdays
  • Ability to meet SAFE registration requirements at the time of employment

Preferred Qualifications

  • Experience handling complex transactions across multiple systems
  • Ability to educate customers on mobile banking and digital technology
  • Experience proactively engaging customers through phone or email outreach
  • Strong ability to identify potential fraud or risky accounts

Benefits

  • Health, dental, and vision benefits
  • 401(k) plan
  • Paid time off and parental leave
  • Life, critical illness, and accident insurance
  • Tuition reimbursement and scholarships for dependent children
  • Commuter benefits

About the Company

Wells Fargo is a leading global financial services company providing a diversified set of banking, investment, and mortgage products. We are committed to driving innovation, empowering communities, and helping our customers succeed through a culture of excellence and professional growth.

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