Full-Time

Personal Banker

Posted on 6/6/2025

Deadline 6/12/25
Wells Fargo

Wells Fargo

10,001+ employees

Provides diverse banking and financial services

No salary listed

Entry, Junior

No H1B Sponsorship

Midlothian, VA, USA + 2 more

More locations: Powhatan, VA, USA | Richmond, VA, USA

Multiple locations listed for the job, including Richmond and Midlothian, VA.

Category
Commercial Banking
Finance & Banking
Requirements
  • 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Responsibilities
  • Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially
  • Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications
  • Receive direction from managers and exercise judgement within defined policies and procedures
  • Develop understanding of bank products and services to connect to customers' needs
  • Interact with customers to demonstrate care and build relationships
  • Provide appropriate options for bank products and services to customer
  • Refer customers' financial needs to other bankers and partners as needed
Desired Qualifications
  • Customer service focus with experience handling complex transactions across multiple systems
  • Experience proactively engaging with customers through outreach via phone or email
  • Ability to educate and connect customer to technology and share the value of mobile banking options
  • Ability to help customers succeed financially by offering introductions to additional team members as appropriate
  • Experience working with others on a team to meet customer needs
  • Experience fostering and developing strong customer relationships
  • Ability to build strong relationships with internal partners
  • Ability to follow policies, procedures, and regulations
  • Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss
  • Ability to interact with integrity and professionalism with customers and team members
  • Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting
  • Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting
  • Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
  • Support customers and employees in resolving or escalating concerns or complaints

Wells Fargo provides a variety of financial services, including banking, mortgages, investments, credit cards, and personal and commercial financial solutions. The company serves individual consumers, small businesses, and large corporations, offering customized services to meet different financial needs. Its products work through a network of branches and ATMs, as well as online and mobile banking platforms, ensuring convenience and security for users. Unlike many competitors, Wells Fargo has a strong focus on a wide range of specialized services, such as financial planning and wealth management, which cater to clients with diverse financial goals. The company's goal is to enhance customer success by continually improving its services and maintaining a strong commitment to security and innovation.

Company Size

10,001+

Company Stage

IPO

Headquarters

San Francisco, California

Founded

1851

Simplify Jobs

Simplify's Take

What believers are saying

  • Wells Fargo's involvement in major financial deals highlights its strong market position.
  • The trend of upsizing credit facilities presents opportunities for Wells Fargo to offer competitive terms.
  • Refinancing activities in the market allow Wells Fargo to provide tailored solutions.

What critics are saying

  • Increased competition in credit facilities may pressure Wells Fargo to offer better terms.
  • Demand for larger credit lines could strain Wells Fargo's capital resources.
  • A competitive environment requires Wells Fargo to maintain strong relationships and offerings.

What makes Wells Fargo unique

  • Wells Fargo offers a wide range of financial services, including banking and investments.
  • The company has a robust online and mobile banking platform for customer convenience.
  • Wells Fargo provides specialized services like financial planning and wealth management.

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Benefits

Health Insurance

401(k) Retirement Plan

Paid Vacation

Paid Sick Leave

Parental Leave

Disability Insurance

Life Insurance

Tuition Reimbursement

Commuter Benefits

Adoption Assistance

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