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Wells Fargo

Nationwide banking and financial services

Personal Banker

Retail & Commercial BankingPosted on Nov 3
Full-timeChicago, IL, USA

About the Job

Requirements

  • At least 6 months of customer-interaction experience, or equivalent demonstrated through work experience, training, military experience, or education.
  • Ability to work a schedule that includes Saturdays.
  • SAFE registration is required at employment; Wells Fargo initiates the process after the start date. Loan Originators must meet LO/CFPB requirements and Wells Fargo policies concerning financial responsibility, character, fitness, and criminal background; credit reports may be reviewed and additional ongoing screening may apply.
  • Visa sponsorship is not available for this position.

Responsibilities

  • Build customer relationships through proactive conversations that support financial well-being and deepen engagement.
  • Understand customer needs through discovery-driven conversations and connect customers with relevant banking products, services, and solutions.
  • Identify opportunities, promote solutions, and make appropriate referrals to meet customer and business goals.
  • Support everyday banking needs, including new account openings, service requests, and credit applications.
  • Handle cash and perform teller-line activities, processing transactions accurately while maintaining compliance and operational standards.
  • Use and adopt digital tools and technologies to enhance the customer experience and support evolving banking needs.
  • Deliver accurate, compliant service while exercising sound judgment within defined risk controls.
  • Coordinate with branch teammates to hand customers off to licensed bankers or other specialists so they can access the appropriate expertise.
  • Flex between cash handling and customer banking activities, supporting branch operations and account openings and ongoing account needs.
  • Follow applicable risk programs, Wells Fargo policies, and procedures; fulfill risk and compliance obligations; monitor, identify, escalate, and remediate issues; and make risk decisions consistent with the business unit’s risk appetite.

Desired Qualifications

  • Prior experience in financial services or a highly regulated, customer-facing role, including comfort with structured processes, accuracy, and service expectations.
  • Experience building trust-based customer relationships through active listening, follow-up, and consistent engagement.
  • Comfort initiating outreach by calls, emails, or other channels to strengthen relationships and identify opportunities to support customer needs.
  • Comfort with digital tools and technology, ability to learn new systems quickly, and ability to guide customers in adopting capabilities that enhance their banking experience.
  • Ability to identify customer needs and connect them to appropriate solutions, including referrals when additional expertise is needed.
  • Ability to collaborate with teammates and partners to resolve customer needs and deliver a seamless customer experience.
  • Ability to follow policies and regulations while identifying and escalating risk concerns.

About the Company

Wells Fargo

Nationwide banking and financial services

Wells Fargo provides banking, investment, and payment services across the United States. Its products include checking and savings accounts, loans, credit cards, wealth management, and payment solutions that work through branches, online and mobile platforms, and an extensive network of branches and ATMs to move money and manage accounts. The bank leverages a long West-to-Midwest footprint and an integrated suite of banking, investment, and payments, reflecting its evolution from 1852 and the 1998 Norwest merger that adopted the Wells Fargo name. Its goal is to help customers manage money, grow wealth, and pay and transfer funds safely and reliably for individuals, small businesses, and institutions.

Company size
10,001+
Company stage
IPO
Headquarters
San Francisco, CA
Founded
1851

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