Personal Banker

Responsibilities

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

Requirements

• 6+ months of customer interaction experience (or equivalent through work, training, military, or education)
• Ability to work a schedule that may include most Saturdays
• Ability to meet SAFE registration requirements at the time of employment
• Ability to follow strict policies, procedures, and regulatory guidelines

Preferred Qualifications

• Experience handling complex transactions across multiple systems
• Proven ability to proactively engage customers via phone or email
• Experience educating customers on mobile banking and digital technology
• Strong relationship-building skills with both customers and internal partners
• Experience identifying potential fraud or risky accounts to prevent loss

About the Company

Wells Fargo is a leading global financial services company providing a diversified set of banking, investment, and mortgage products. Recognized as a top workplace for career growth, we are committed to driving innovation, empowering communities, and helping our customers succeed through a culture of excellence and integrity.