W

Wells Fargo

Diversified financial services: banking, lending, investments

Associate Personal Banker

Retail & Commercial BankingConfirmed live in the last 24 hours
Full-time

About the Job

Requirements

  • At least 6 months of experience interacting with customers, or equivalent demonstrated through work experience, training, military experience, or education.
  • Prior experience in financial services or a highly regulated, customer-facing role is desired, including comfort with structured processes, accuracy, and service expectations.
  • Experience building trust-based customer relationships through active listening, follow-up, and consistent engagement is desired.
  • Comfort initiating outreach through calls, emails, or other channels to strengthen relationships and identify opportunities to support customer needs is desired.
  • Demonstrated comfort with digital tools and technology, with the ability to quickly learn new systems and guide customers in adopting capabilities that enhance their banking experience, is desired.
  • Ability to identify customer needs and connect them to appropriate solutions, including referrals when additional expertise is needed, is desired.
  • Proven ability to collaborate with teammates and partners to resolve needs and deliver a seamless customer experience is desired.
  • Demonstrated ability to follow policies and regulations while identifying and escalating risk concerns is desired.
  • 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. A credit report may be reviewed, excluding credit score, and additional ongoing screening may apply.

Responsibilities

  • Build lasting customer relationships through proactive, meaningful 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.
  • Drive branch growth by identifying opportunities, promoting solutions, and making appropriate referrals to meet customer and business goals.
  • Support everyday banking needs, including new account openings, service requests, and credit applications.
  • Perform cash handling and 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.
  • Support branch operations by flexing between cash handling and customer banking activities, with an emphasis on service through account openings and ongoing account support.
  • Execute applicable risk programs, follow Wells Fargo policies and procedures, fulfill risk and compliance obligations, and escalate and remediate issues in a timely and effective manner.
  • Proactively monitor and identify risks, support governance, and make sound risk decisions in line with the business unit's risk appetite and risk and compliance 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.
  • Demonstrated comfort with digital tools and technology, with the ability to quickly learn new systems and 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.
  • Proven ability to collaborate with teammates and partners to resolve needs and deliver a seamless customer experience.
  • Demonstrated ability to follow policies and regulations while identifying and escalating risk concerns.

About the Company

Wells Fargo

Diversified financial services: banking, lending, investments

Wells Fargo offers a broad set of financial services, including banking, mortgages, investing, credit cards, and wealth and business banking, to individuals, small businesses, and large corporations. Its products combine everyday banking with lending, investment products, and advisory services, accessible through branches, ATMs, and online or mobile platforms. The company earns mainly from interest on loans, banking fees, and commissions on investment products, supported by a large network and secure technology. Its goal is to help customers manage, preserve, and grow their money through trusted, accessible, and comprehensive financial solutions.

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

Recently Posted Jobs

Explore more opportunities at Wells Fargo

See more jobs