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Personal Banker

Jobtailor

Build lasting customer relationships through proactive, meaningful conversations Understand customer needs and connect them with relevant banking products, services, and solutions Drive branch growth by identifying opportunities, promoting solutions, and making appropriate referrals 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 customer experience Deliver accurate, compliant service within defined risk controls Collaborate with branch teammates to coordinate handoffs to licensed bankers and specialists Flex between cash handling and customer banking activities Support account openings and ongoing account servicing Requirements 6+ months of interacting with customers experience, or equivalent demonstrated through work experience, training, military experience, or education Prior experience in financial services or a highly regulated, customer-facing role 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 Ability to collaborate with teammates and partners Ability to follow policies and regulations and escal​ate risk concerns Ability to work a schedule that includes Saturdays SAFE registration required at the time of employment; Wells Fargo initiates the process after the start date Loan Originators must meet LO/CFPB requirements Must comply with standards related to financial responsibility, character, fitness, and criminal background This position is not eligible for Visa sponsorship Core Competencies Demonstrates strong customer relationship management skills by effectively identifying customer needs and connecting them with 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 Cash Handling Digital Tools Proficiency Compliance with Regulations Financial Services Experience Hard Skills Cash Handling Account Opening Service Requests Credit Applications Risk Control Compliance Soft Skills Active Listening Building Trust Collaboration Effective Communication Customer Engagement Certifications & Qualifications SAFE Registration Loan Originator Certification Industry Keywords Financial Services Regulated Environment Customer-Facing Role Banking Products Operational Standards Tools & Technologies Digital Banking Tools Customer Relationship Management Software #J-18808-Ljbffr

Vacancy posted 5 days ago
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