Personal Banker

Jobtailor; Twin Falls (ID); On-site; USD 40,000 - 60,000; Full time

Job summary

Wells Fargo in Twin Falls, ID seeks a Banking Support professional to provide personalized service across branch locations and cover absences. You will engage customers, conduct discovery conversations, and connect clients with suitable digital tools and products.

The role emphasizes building trust, compliant service, and collaboration with teammates to meet customer and business goals. Travel within the assigned geography and Saturday work may be required.

Qualifications

• 6+ months of interacting with customers in a role or training.
• Experience in financial services or other regulated customer-facing role is desired.
• Ability to initiate outreach via calls, emails, or other channels is desired.
• Comfort with digital tools and learning new systems is desired.
• Ability to identify customer needs and connect to solutions is desired.
• Willingness to travel 100% within the assigned geography and to work Saturdays.

Responsibilities

• Provide personalized banking support across multiple branch locations.
• Cover banker and teller absences and fill open positions as needed.
• Adapt to new branch environments, teams, and customer needs while maintaining service quality.
• Build customer relationships through proactive conversations and outreach.
• Conduct discovery-driven conversations to understand customer needs.
• Connect customers with relevant banking products, services, solutions, and digital tools.
• 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 and process transactions accurately.
• 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.
• Support branch operations by flexing between cash handling and customer banking activities.

Skills

Customer Relationship Building

Cash Handling

Digital Tools Proficiency

Communication

Adaptability

Team Collaboration

Education

SAFE Registration

Loan Originator Certification

Tools

CRM Systems

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 while maintaining service quality and bank standards
• Build customer relationships through proactive conversations and outreach
• Conduct discovery-driven conversations to understand customer needs
• Connect customers with relevant banking products, services, solutions, and digital tools
• 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 and process transactions accurately
• 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
• 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
• Prior experience in financial services or a highly regulated customer-facing role (desired)
• Experience building trust-based customer relationships (desired)
• Comfort initiating outreach through calls, emails, or other channels (desired)
• Comfort with digital tools and technology and ability to learn new systems (desired)
• Ability to identify customer needs and connect them to appropriate solutions (desired)
• Ability to collaborate with teammates and partners (desired)
• Ability to follow policies and regulations and elevate risk concerns (desired)
• Ability to travel 100% of the time within the assigned geography
• Ability to commute to assigned branch locations for the duration of assignments
• Ability to work a schedule including 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 and comply with Wells Fargo policies
• Must satisfy standards related to financial responsibility, character, fitness, and criminal background
• This position is not eligible for Visa sponsorship

Core Competencies

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

Highest-signal resume keywords

• Customer Relationship Building
• Cash Handling
• Digital Tools Proficiency
• Compliance Adherence
• Financial Services Experience

Hard Skills

• Cash Handling
• Service Requests
• Credit Applications
• Transaction Processing
• Customer Needs Identification

Soft Skills

• Customer Outreach
• Collaboration
• Trust Building
• Adaptability
• Communication

Certifications & Qualifications

• SAFE Registration
• Loan Originator Certification

Industry Keywords

• Financial Services
• Regulated Customer-Facing Role
• Risk Controls
• Branch Operations
• Customer Banking Activities

Tools & Technologies

• Digital Banking Tools
• Customer Relationship Management Systems