Short and sweet. Follow the star method. Only need basic math skills and customer service experience. Manager quality is dependent on each branch and the district manager. Sales goal is how many people you can get to sit down with a banker.
I applied online. The process took 3 weeks. I interviewed at Wells Fargo (Charlotte, NC) in Jan 2026
Interview
45-minute interview with team leads. Consists of a resume review, a few behaviorals, your experience in the cash projection process, a weakness and how you would improve, and a query into your Excel (+ VBA) experience.
Interview questions [1]
Question 1
Consists of a resume review, a few behaviorals, your experience in the cash projection process, a weakness and how you would improve, and a query into your Excel (+ VBA) experience.
The overall hiring process spanned approximately two months, yet it remarkably only consisted of two primary interview rounds. It is worth noting, however, that the second round was a "superday" featuring two distinct sessions, effectively bringing the actual total to three interviews