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Wells Fargo

Nationwide banking and financial services

Personal Banker

Retail & Commercial BankingPosted on Oct 30
Full-timeMarysville, WA, USA

About the Job

Requirements

  • At least 6 months of customer-interaction experience, or equivalent demonstrated through work experience, training, military experience, or education.
  • Prior SAFE registration is required at employment; Wells Fargo initiates the registration process after the start date. Loan originators must meet Loan Originator/Consumer Financial Protection Bureau requirements and Wells Fargo standards related to financial responsibility, character, fitness, and criminal background. A credit report may be reviewed, excluding credit score, and additional ongoing screening may apply.
  • Ability to work a schedule that includes Saturdays.
  • Ability to flex between cash handling and customer banking activities, with an emphasis on service through account openings and ongoing account support.
  • The position is not eligible for visa sponsorship.

Responsibilities

  • Build lasting customer relationships through proactive conversations that support financial well-being and deepen engagement.
  • Lead discovery-driven conversations to understand customer needs and connect them 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, accurately processing transactions 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.
  • Collaborate with branch teammates to coordinate seamless handoffs to licensed bankers or other specialists, ensuring customers are connected to the right expertise.
  • Follow applicable risk programs, Wells Fargo policies and procedures, and compliance obligations; monitor for risks, escalate and remediate issues, and make sound risk decisions consistent with risk appetite and program requirements.

Desired Qualifications

  • Prior experience in financial services or a highly regulated, customer-facing role, demonstrating 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 through 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 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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