Wells Fargo

Personal Banker

Wells Fargo

San Mateo, CA, USA
Full-TimeDepends on ExperienceMid-LevelBachelors
Job Description

At Wells Fargo, we are looking for an experienced and motivated Personal Banker to join our team. This is an exciting opportunity to use your banking experience and financial services knowledge to help customers manage their money and reach their financial goals.The ideal candidate for this position will have a passion for customer service, a thorough understanding of banking products and services, the ability to work in a team environment, and excellent communication skills. Additionally, the successful candidate should possess a minimum of two years of banking experience, a Bachelor’s degree in a related field, and a valid driver’s license.Our Personal Banker will be a vital part of our team, providing clients with the highest level of customer service. If you have a commitment to excellence, a professional demeanor, and the desire to help customers achieve their financial goals, then we want to hear from you!

Responsibilities:

  1. Provide customers with knowledgeable advice and assistance on a wide variety of financial services and banking products.
  2. Process customer deposits, withdrawals, and other financial transactions.
  3. Handle customer inquiries and complaints in a timely and professional manner.
  4. Develop and maintain relationships with customers by providing excellent customer service.
  5. Ensure compliance with banking regulations and procedures.
  6. Demonstrate a commitment to customer service excellence by understanding and meeting customer needs.
  7. Cross-sell bank products and services to current and potential customers.
  8. Prepare and present customer account summaries.
  9. Maintain detailed records of customer accounts.
  10. Participate in team meetings and training sessions.
Where is this job?
This job is located at San Mateo, CA, USA
Job Qualifications
  • Ability to work in a team environment

  • Knowledge Of Banking Products And Services

  • Strong Communication Skills

  • Excellent Customer Service Skills

  • Knowledge Of Banking Regulations And Compliance

  • Strong Computer Skills

  • Ability To Analyze Customer Financial Needs

  • Ability To Identify And Refer Sales And Services Opportunities

Required Skills
  • Financial Analysis

  • Banking

  • Communication

  • Sales

  • Time Management

  • Problem Solving

  • customer service

  • Relationship Building

  • Cash Handling

  • Credit Analysis

  • Compliance

  • Teamwork

  • Regulatory Knowledge

  • Cross-Selling

  • Investment Advice

Soft Skills
  • Communication

  • Problem Solving

  • Time management

  • Interpersonal Skills

  • creativity

  • Organization

  • flexibility

  • Attention to detail

  • Teamwork

  • Adaptability

Compensation

According to JobzMall, the average salary range for a Personal Banker in San Mateo, CA, USA is $39,240 - $64,306 per year.

Additional Information
Wells Fargo is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedNovember 28th, 2023
Apply BeforeMay 22nd, 2025
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About Wells Fargo

Wells Fargo & Co. is a bank holding company that engages in the provision of banking, insurance, investments, mortgage, and consumer and commercial finance. It operates through the following segments: Community Banking, Wholesale Banking, and Wealth and Investment Management. The Community Banking segment offers investment management and other services to retail customers and securities brokerage and provides financial products and services to consumers and small businesses.

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