Personal Banker

Jobtailor; Columbia (SC); On-site; USD 32,000 - 42,000; Full time

Job summary

Wells Fargo in Columbia, SC is seeking a Customer Service Specialist to build lasting relationships with customers through proactive conversations and by connecting them with banking products and solutions.

You will support new accounts, process requests, and perform cash handling while maintaining compliance. The role emphasizes using digital tools to improve the customer experience and collaborating with teammates to deliver seamless service.

Qualifications

• 6+ months of customer-facing experience.
• Experience in financial services or a highly regulated, customer-facing role.
• Experience building trust-based customer relationships.
• Comfort initiating outreach through calls, emails, or other channels.
• Comfort with digital tools and learning new systems.
• Ability to identify customer needs and connect them to solutions.
• Ability to collaborate with teammates and partners.
• Ability to follow policies and regulations and elevate risk concerns.
• Ability to work a schedule that includes Saturdays.
• 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.
• This position is not eligible for Visa sponsorship.

Responsibilities

• Build lasting customer relationships through proactive conversations
• Lead discovery-driven conversations to understand customer needs and connect customers with 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 to support branch operations

Skills

Customer empathy

Relationship building

Prospecting outreach

Communication

Attention to detail

Team collaboration

Problem solving

Tools

CRM Software

Digital Banking Tools

Job description

• Build lasting customer relationships through proactive conversations


• Lead discovery-driven conversations to understand customer needs and connect customers with 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 to support branch operations

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


• 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 elevate risk concerns


• Ability to work a schedule that includes Saturdays


• 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


• This position is not eligible for Visa sponsorship

Core Competencies

Demonstrates strong customer relationship management skills, with a focus on identifying customer needs and connecting them to appropriate banking solutions. Proficient in cash handling and compliance within a regulated financial services environment.

Highest-signal resume keywords

• Customer Relationship Management


• Cash Handling


• Digital Tools Proficiency


• Compliance Adherence


• Financial Services Experience

ATS Optimization Keywords

Hard Skills

• Customer Needs Identification


• Account Opening Support


• Service Request Management


• Credit Application Processing


• Risk Control Compliance

Soft Skills

• Proactive Communication


• Collaboration


• Trust Building


• Initiative in Outreach

Certifications & Qualifications

• SAFE Registration

Industry Keywords

• Financial Services


• Regulated Environment


• Customer-Facing Role


• Loan Originator Requirements

Tools & Technologies

• Digital Banking Tools


• Customer Relationship Management Software