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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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Wells Fargo · Concord
