Personal Banker Tega Cay

Wells Fargo

Fort Mill, SC, US
Not specified (assumed onsite)
Proactive customer outreach
Financial product and service recommendations
Customer needs assessment
Wells Fargo is hiring an Associate Personal Banker for their Fort Mill, SC location, emphasizing exceptional customer service and relationship building. The role involves assisting customers with account management and financial services, requiring compliance with specific regulations

Job Summary

  • 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.
  • Wells Fargo once again ranked in the top three – making us the #1 financial services employer – on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S.
  • The SAFE position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations, including meeting Loan Originator requirements under Regulation Z.

Matching Summary

Match Score: 85

Wells Fargo is hiring an Associate Personal Banker for their Fort Mill, SC location, emphasizing exceptional customer service and relationship building. The role involves assisting customers with account management and financial services, requiring compliance with specific regulations.

Skills & Requirements

Must-have

  • Proactive customer outreach
  • Financial product and service recommendations
  • Customer needs assessment
  • Mortgage Licensing Act compliance
  • Loan Originator requirements

Nice-to-have

  • Customer service focus
  • Handling complex transactions
  • Educating customers on digital banking
  • Team collaboration for customer needs
  • Fraud and risk identification

Key Requirements

  • 6+ months of customer interaction experience
  • SAFE registration required
  • Loan Originator qualification requirements

Work Rights

Not specified

Tailored Resume

Cover Letter