Personal Banker Marin County
Core
Frontline associate supporting everyday banking needs, account openings, and credit applications through in-branch interactions and proactive outreach.
Role type
Associate Personal Banker (SAFE)
Builds
Customer relationships and branch growth
Domain
Retail Banking
Deliverable
product features
Required skills
customer relationship building, cash handling, compliance adherence, digital tool adoption, risk identification, referral management
Preferred skills
financial services experience, trust-based relationship building, proactive outreach, collaboration
Technologies
digital banking tools, Wells Fargo systems
Responsibilities
Build lasting customer relationships through proactive conversations; Lead discovery-driven conversations to connect customers with banking products; Drive branch growth by identifying opportunities and making referrals; Support account openings, service requests, and credit applications; Perform cash handling and teller line activities; Collaborate with branch teammates for seamless handoffs to licensed bankers.