Personal Banker Mount Holly

Wells Fargo

Mount Holly, NC, US
Customer relationship management
Proactive customer outreach
Financial product knowledge
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

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 is recognized as the #1 financial services employer on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S.
  • Living the Well Life means you’re supported in life, not just work, with robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being.

Matching 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.

Skills & Requirements

Must-have

  • customer relationship management
  • proactive customer outreach
  • financial product knowledge
  • S.A.F.E. Mortgage Licensing Act compliance
  • Loan Originator requirements

Nice-to-have

  • customer success focus
  • digital solutions adoption
  • team collaboration
  • integrity and professionalism
  • fraud identification

Key Requirements

  • 6+ months customer interaction experience
  • S.A.F.E. registration required
  • Loan Originator qualification requirements

Work Rights

Not specified

Tailored Resume

Cover Letter