Personal Banker

Jobtailor; Silverdale (WA); On-site; USD 42,000 - 65,000; Full time

Job summary

Wells Fargo in Washington state seeks a mobile branch associate to provide personalized banking support across a defined geographic area and cover absences at multiple locations. You will engage customers, open accounts, and guide them to appropriate products while upholding bank standards.

You will travel within the assigned geography, work a schedule including Saturdays, and collaborate with teammates to deliver compliant, high-quality service.

Qualifications

• 6+ months of interacting with customers experience in a customer-facing role
• Experience in financial services or a highly regulated customer-facing role is desired
• Experience building trust-based customer relationships is desired
• Comfort initiating outreach through calls, emails, or other channels is desired
• Comfort with digital tools and technology and ability to learn new systems is desired
• Ability to identify customer needs and connect them to appropriate solutions is desired
• Ability to collaborate with teammates and partners is desired
• Ability to follow policies and regulations and escalate risk concerns is desired
• Ability to travel 100% of the time within assigned geography is desired
• Ability to commute to assigned branch location(s) for the duration of the assignment
• 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
• Must pass applicable credit review and ongoing screening
• Position is not eligible for Visa sponsorship

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 while maintaining service quality and bank standards
• Build customer relationships through proactive conversations supporting financial well-being
• Conduct discovery-driven conversations to understand customer needs and connect them with 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 while maintaining compliance and operational standards
• Use digital tools and technologies to enhance customer experience
• Deliver accurate, compliant service within defined risk controls
• Collaborate with branch teammates and coordinate handoffs to licensed bankers or specialists

Skills

Customer relationship management

Cash handling

Compliance and risk

Banking product knowledge

Strong communication

Education

SAFE Registration

Loan Originator Certification

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 while maintaining service quality and bank standards
• Build customer relationships through proactive conversations supporting financial well-being
• Conduct discovery-driven conversations to understand customer needs and connect them with 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 while maintaining compliance and operational standards
• Use digital tools and technologies to enhance customer experience
• Deliver accurate, compliant service within defined risk controls
• Collaborate with branch teammates and coordinate handoffs to licensed bankers or specialists

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 is desired
• Experience building trust-based customer relationships is desired
• Comfort initiating outreach through calls, emails, or other channels is desired
• Comfort with digital tools and technology and ability to learn new systems is desired
• Ability to identify customer needs and connect them to appropriate solutions is desired
• Ability to collaborate with teammates and partners is desired
• Ability to follow policies and regulations and escalatem risk concerns is desired
• Ability to travel 100% of the time within assigned geography
• Ability to commute to assigned branch location(s) for the duration of the assignment
• Ability to work a schedule that includes Saturdays
• Ability to flex between cash handling and customer banking activities
• 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
• Must pass applicable credit review and ongoing screening
• Position is not eligible for Visa sponsorship

Core Competencies

Demonstrates expertise in customer relationship management and financial services, with a strong ability to connect customer needs to appropriate banking solutions. Proficient in cash handling, compliance, and utilizing digital tools to enhance customer experience.

Certifications & Qualifications

• SAFE Registration
• Loan Originator Certification