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Personal Banker

Jobtailor

Provide personalized banking support across multiple branch locations within an assigned geographic area Cover banker and teller absences and temporarily fill open positions as needed Adapt to new branch environments, teams, and customer needs while maintaining service quality and bank standards Build customer relationships through proactive conversations supporting financial well-being Conduct discovery-driven conversations to understand customer needs and connect them with banking products, services, and solutions Identify opportunities, promote solutions, and make referrals to meet customer and business goals Support account openings, service requests, and credit applications Perform cash handling and teller line activities while maintaining compliance and operational standards Use digital tools and technologies to enhance customer experience Deliver accurate, compliant service within defined risk controls Collaborate with branch teammates and coordinate handoffs to licensed bankers and specialists Flex between cash handling and customer banking activities, with emphasis on 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 Prior financial services or highly regulated customer-facing experience preferred Experience building trust-based customer relationships through active listening, follow-up, and consistent engagement 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 and referrals Ability to collaborate with teammates and partners to resolve customer needs Ability to follow policies and regulations and elevate risk concerns Ability to travel 100% of the time within the assigned geography Ability to commute to assigned branch locations for the duration of assignments Ability to work a schedule that includes Saturdays Ability to flex between cash handling and customer banking activities 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 standards related to 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 Core Competencies Demonstrates expertise in customer relationship management and financial services, with a strong ability to identify customer needs and connect them to appropriate banking solutions. Proficient in cash handling and compliance with operational standards while utilizing digital tools to enhance customer experience. Highest-signal resume keywords Customer Relationship Management Cash Handling Financial Services Experience Digital Tools Proficiency SAFE Registration ATS Optimization Keywords Hard Skills Cash Handling Account Openings Service Requests Credit Applications Compliance Standards Risk Control Customer Needs Identification Referral Promotion Operational Standards Soft Skills Active Listening Building Trust Collaboration Proactive Communication Engagement Certifications & Qualifications SAFE Registration Industry Keywords Financial Services Customer-Facing Experience Regulatory Compliance Banking Products Customer Support Tools & Technologies Digital Banking Tools Customer Relationship Management Software #J-18808-Ljbffr Jobtailor

Vacancy posted 1 day ago
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