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Personal Banker
Wells FargoAssociate Personal Banker at Wells Fargo building and managing customer relationships through in-branch interactions. Supporting financial needs with banking products and services.
About the role
Key responsibilities & impact- Build lasting customer relationships through proactive, meaningful conversations
- Lead discovery-driven conversations to understand customer needs
- Drive branch growth by identifying opportunities, promoting solutions, and making appropriate referrals
- Support everyday banking needs, including new account openings, service requests, and credit applications
- Perform cash handling and teller line activities
- Demonstrate comfort using and adopting digital tools and technologies
- Deliver accurate, compliant service while exercising sound judgement
- Collaborate with branch teammates to coordinate seamless handoffs
Requirements
What you’ll need- 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- Prior experience in financial services or a highly regulated, customer-facing role
- Bilingual speaking and listening proficiency in Spanish/English
- Comfort initiating outreach (calls, emails, or other channels)
- Demonstrated comfort with digital tools and technology
- Ability to identify customer needs and connect them to appropriate solutions
- Proven ability to collaborate with teammates and partners to resolve needs
- Demonstrated ability to follow policies and regulations while identifying and escalating risk concerns
Benefits
Comp & perks- Health benefits
- 401(k) Plan
- Paid time off
- Disability benefits
- Life insurance, critical illness insurance, and accident insurance
- Parental leave
- Critical caregiving leave
- Discounts and savings
- Commuter benefits
- Tuition reimbursement
- Scholarships for dependent children
- Adoption reimbursement
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
cash handlingteller line activitiesnew account openingsservice requestscredit applications
Soft Skills
customer relationship buildingdiscovery-driven conversationsidentifying opportunitiespromoting solutionscollaborationsound judgementoutreach initiation