Personal Banker

Jobtailor; Newton (NC); On-site; USD 29,000 - 37,000; Full time

Job summary

Wells Fargo invites applications for a customer-focused teller role in North Carolina. You will engage customers, assess needs, and guide them to suitable banking solutions while handling cash and deposit activities with strict adherence to regulatory standards.

The position emphasizes proactive outreach, accurate service, and collaboration with branch teams to connect customers with licensed bankers and specialists. Saturday availability is required.

Qualifications

• 6+ months of customer interaction experience or equivalent demonstrated through work, 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 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 the start date
• Loan Originators must meet LO/CFPB requirements
• Must comply with standards related to financial responsibility, character, fitness, and criminal background
• Credit report may be reviewed and additional ongoing screening may apply
• This position is not eligible for Visa sponsorship

Responsibilities

• Build lasting customer relationships through proactive conversations
• Understand customer needs and connect them with relevant banking products, services, 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 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 and specialists
• Flex between cash handling and customer banking activities
• Support account openings and ongoing account servicing

Skills

Customer Relationship Management

Cash Handling

Digital Tools Proficiency

Compliance Adherence

Financial Services Experience

Tools

Digital Banking Tools

CRM Software

Job description

• Build lasting customer relationships through proactive conversations
• Understand customer needs and connect them with relevant banking products, services, 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 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 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 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 the start date
• Loan Originators must meet LO/CFPB requirements
• Must comply with standards related to financial responsibility, character, fitness, and criminal background
• Credit report may be reviewed and additional ongoing screening may apply
• 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 appropriate banking solutions. 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 Adherence
• Financial Services Experience

Hard Skills

• Customer Needs Assessment
• Account Opening Support
• Service Request Management
• Credit Application Processing
• Risk Control Compliance

Soft Skills

• Active Listening
• Trust Building
• Collaboration
• Effective Communication
• Proactive Engagement

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