Personal Banker

Jobtailor; Newark (NJ); On-site; USD 38,000 - 54,000; Full time

Job summary

Wells Fargo in Newark, NJ is seeking a flexible banking professional to provide personalized support across branch locations. You will cover banker/teller absences, adapt to new teams, and build relationships through proactive outreach.

You will conduct discovery conversations, connect clients with suitable products, and process openings and credit applications. You’ll perform cash handling with strict risk controls.

Qualifications

• 6+ months of customer interaction experience or equivalent.
• Experience in financial services or regulated customer-facing roles preferred.
• Ability to commute to assigned branch locations and travel 100% within geography.
• SAFE Registration required at time of employment; Wells Fargo initiates after start date.
• Loan Originators must meet LO/CFPB requirements and Wells Fargo policies.
• Not eligible for visa sponsorship; Spanish preferred.

Responsibilities

• 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.
• Build customer relationships through proactive conversations and outreach.
• Conduct discovery-driven conversations to understand customer needs.
• Connect customers with relevant 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.
• Process transactions accurately while maintaining compliance and operational standards.
• Use digital tools and technologies to enhance customer experience.
• Deliver accurate, compliant service within defined risk controls.
• Coordinate handoffs to licensed bankers and other specialists.
• Flex between cash handling and customer banking activities to support branch operations.

Skills

Customer Interaction

Transaction Processing

Account Opening Support

Credit Application Processing

Risk Control Management

Adaptability

Collaboration

Proactive Communication

Trust Building

Education

SAFE Registration

Tools

Digital Banking Tools

Job description

• 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
• Build customer relationships through proactive conversations and outreach
• Conduct discovery-driven conversations to understand customer needs
• Connect customers with relevant 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
• Process transactions accurately while maintaining compliance and operational standards
• Use digital tools and technologies to enhance customer experience
• Deliver accurate, compliant service within defined risk controls
• Coordinate handoffs to licensed bankers and other 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 preferred
• Experience building trust-based customer relationships preferred
• Comfort initiating outreach through calls, emails, or other channels preferred
• Comfort with digital tools and technology preferred
• Ability to identify customer needs and connect them to appropriate solutions preferred
• Ability to collaborate with teammates and partners preferred
• Ability to follow policies and regulations and escape risk concerns preferred
• Ability to travel 100% of the time within assigned geography
• Ability to commute to assigned branch locations for the duration of assignments
• Ability to work a schedule that includes Saturdays
• SAFE registration required at 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
• Credit report may be reviewed and additional ongoing screening may apply
• Not eligible for Visa sponsorship
• Spanish preferred

Core Competencies

Demonstrates expertise in providing personalized banking support, building customer relationships, and utilizing digital tools to enhance customer experience. Proficient in cash handling, compliance, and operational standards within a highly regulated financial services environment.

Highest-signal resume keywords

• Customer Relationship Building
• Cash Handling
• Digital Tools Proficiency
• Compliance Adherence
• SAFE Registration

Hard Skills

• Customer Interaction
• Transaction Processing
• Account Opening Support
• Credit Application Processing
• Risk Control Management

Soft Skills

• Adaptability
• Collaboration
• Proactive Communication
• Trust Building

Certifications & Qualifications

• SAFE Registration

Industry Keywords

• Financial Services
• Regulated Customer-Facing Role
• Customer Needs Identification
• Outreach Initiation
• Loan Originator Requirements

Tools & Technologies

• Digital Banking Tools