Personal Banker Berry Blvd
Core
Frontline associate supporting everyday banking needs, building customer relationships, and driving branch growth through in-branch interactions and proactive outreach.
Role type
Associate Personal Banker (SAFE)
Builds
Customer relationships and branch revenue through account openings, service requests, and credit applications
Domain
Banking / Retail Finance
Deliverable
product features
Required skills
Customer relationship building, financial product knowledge, cash handling, compliance adherence, digital tool adoption, risk judgment
Preferred skills
Financial services experience, trust-based relationship building, proactive outreach, collaboration, policy adherence
Technologies
Digital banking tools, Wells Fargo internal systems
Responsibilities
Lead discovery-driven conversations to understand customer needs and connect them with relevant banking products; Support account openings, service requests, and credit applications; Perform cash handling and teller line activities; Collaborate with branch teammates to coordinate handoffs to licensed bankers; Demonstrate comfort using and adopting digital tools to enhance customer experience
Seniority
Entry-level, frontline IC
