Personal Banker

Jobtailor; Ely (MN); On-site; USD 32,000 - 52,000; Full time

Job summary

Wells Fargo in Ely, MN seeks a customer-focused associate to build trust-based relationships and drive branch growth through proactive outreach. You will handle cash, support new accounts, and guide customers to appropriate banking solutions while complying with risk controls and regulatory requirements.

The role requires Saturday availability, prior financial services experience, and SAFEs registration to start.

Qualifications

• 6+ months of interacting with customers or equivalent experience
• Ability to work a schedule including Saturdays
• SAFE registration required at start date
• LO/CFPB requirements for Loan Originators and compliance with Wells Fargo policies
• Credit check and ongoing screening may apply
• Not eligible for Visa sponsorship
• Experience in financial services or other highly regulated, customer-facing roles
• Ability to identify customer needs and connect to solutions
• Ability to collaborate with teammates and partners
• Follow policies and manage risk

Responsibilities

• Build lasting customer relationships through proactive conversations
• Lead discovery-driven conversations to understand customer needs and connect them with banking products and solutions
• Drive branch growth by identifying opportunities, promoting solutions, and making referrals
• Support new account openings, service requests, and credit applications
• Perform cash handling and teller line activities with compliance
• Use digital tools to enhance the customer experience
• Deliver accurate, compliant service within risk controls
• Collaborate with branch teammates to hand off to licensed bankers or specialists
• Support branch operations by balancing cash handling and customer activities

Skills

Customer Relationship Management

Cash Handling

SAFE Registration

Financial Services Experience

Digital Tools Proficiency

Building Trust-Based Relationships

Effective Communication

Collaboration

Outreach via Calls/Emails

Tools

Digital Banking Tools

Job description

• Build lasting customer relationships through proactive, meaningful conversations
• Lead discovery-driven conversations to 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 the customer experience
• Deliver accurate, compliant service within defined risk controls
• Collaborate with branch teammates to coordinate handoffs to licensed bankers or other specialists
• Support branch operations by flexing between cash handling and customer banking activities

Requirements

• 6+ months of interacting with customers experience, or equivalent demonstrated through work experience, training, military experience, or education
• Ability to work a schedule that will include Saturdays
• SAFE registration is required at the time of employment; Wells Fargo will initiate the process after your start date
• Loan Originators must meet LO/CFPB requirements and comply with Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background
• A credit report may be reviewed and additional ongoing screening may apply
• This position is not eligible for Visa sponsorship
• 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 escalated risk concerns

Core Competencies

Demonstrates strong customer relationship management skills, with a focus on identifying 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
• Cash Handling
• SAFE Registration
• Financial Services Experience
• Digital Tools Proficiency

ATS Optimization Keywords

Soft Skills

• Building Trust-Based Relationships
• Effective Communication
• Collaboration

Certifications & Qualifications

• SAFE Registration

Industry Keywords

• Financial Services
• Regulated Environment
• Customer-Facing Role
• Risk Management
• Loan Originator Compliance

Tools & Technologies

• Digital Banking Tools