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About the Role

This role serves customers across all segments as the primary point of contact for everyday banking needs, products, and services. You will help customers progress toward their financial goals through planning, digital engagement, and customized solutions. You will also support everyday banking activities, build credibility and loyalty, and partner with colleagues to meet customer needs through appropriate referrals.

Responsibilities

Proactively acquire, manage, and grow a portfolio of consumer and business customer relationships
Lead discovery-driven conversations to understand customer goals and deliver tailored banking and credit strategies
Partner with a team of professionals to deliver integrated solutions by coordinating warm introductions and taking ownership to convert opportunities
Champion digital adoption by educating customers on self-service and mobile banking options
Resolve account inquiries and service requests within authorized limits, documenting actions and setting follow-up plans
Demonstrate risk excellence through accurate documentation, sound judgment, timely issue escalation, and adherence to policies and regulations

Requirements

2+ years of customer service experience, or equivalent demonstrated through work experience, training, military experience, or education
1+ year of assessing and meeting the needs of customers or helping with issue resolution, demonstrated through work or military experience
1+ year of building and maintaining effective relationships with customers and partners
Ability to work a schedule that will include most Saturdays
Meeting enhanced financial fitness and criminal background standards
Loan Originators must meet LO/CFPB requirements and comply with Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background
Third-Party recordings are prohibited unless authorized by Wells Fargo
Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process

Skills

Relationship acumen
Proactive customer engagement
Consultative expertise
Risk excellence
Communication
Empathy
Trust building

Location

National Branch Network

Work Type

Full-time
Temporary

Experience Level

Entry Level

Education Level

FINRA Series 6
FINRA Series 63
State Insurance license(s)
Securities Industry Essentials (SIE) exam
FINRA Series 65

Salary/Compensations

$27.00 - $41.00

Benefits

Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement

About the Company

Wells Fargo is a global trailblazer committed to driving innovation, empowering communities, and helping customers succeed.
Wells Fargo once again ranked in the top five on the 2026 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture.

Equal Opportunity

Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Wells Fargo maintains a drug free workplace.