Personal Banker

Build lasting customer relationships through proactive, meaningful conversations supporting financial well-being Understand customer needs and connect them with relevant banking products, services, and solutions Identify opportunities, promote solutions, and make appropriate referrals to meet customer and business goals Support new account openings, service requests, and credit applications Perform cash handling and teller line activities while maintaining compliance and operational standards Use and adopt digital tools and technologies to enhance the customer experience Deliver accurate, compliant service within defined risk controls Collaborate with branch teammates to coordinate handoffs to licensed bankers or specialists Flex between cash handling and customer banking activities, emphasizing account openings and ongoing account support Requirements 6+ months of interacting with customers experience, or equivalent demonstrated through work experience, training, military experience, or education Bilingual speaking and listening proficiency in Spanish/English Ability to work a schedule that includes Saturdays Must take and pass required language assessment SAFE registration required at the time of employment; Wells Fargo initiates the process after start date Loan Originators must meet LO/CFPB requirements and Wells Fargo policies regarding financial responsibility, character, fitness, and criminal background Credit report may be reviewed and additional ongoing screening may apply Position is not eligible for Visa sponsorship Prior financial services or highly regulated customer-facing experience preferred Experience building trust-based customer relationships preferred Comfort initiating outreach through calls, emails, or other channels Comfort with digital tools and technology and ability to learn new systems Ability to identify customer needs and connect them to appropriate solutions Ability to collaborate with teammates and partners Ability to follow policies and regulations and escape risk concerns Core Competencies Demonstrates strong customer relationship management skills, with a focus on understanding customer needs and connecting them to relevant banking products and services. Proficient in cash handling, compliance, and utilizing digital tools to enhance customer experience. Highest-signal resume keywords Customer Relationship Management Bilingual Proficiency in Spanish/English Cash Handling and Teller Activities SAFE Registration Financial Services Experience Hard Skills Customer Needs Identification Account Opening Support Credit Application Processing Compliance Adherence Risk Control Management Soft Skills Effective Communication Collaboration with Teammates Trust-Building Initiative in Outreach Certifications & Qualifications SAFE Registration Industry Keywords Financial Services Regulated Customer-Facing Experience Loan Originator Requirements Wells Fargo Policies Tools & Technologies Digital Banking Tools Customer Relationship Management Software #J-18808-Ljbffr