Inactive
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Wells Fargo

Diversified financial services: banking, lending, investments

Associate Personal Banker (SAFE)

Retail & Commercial BankingPosted on Oct 7
Full-timeBrooklyn, NY, USA

About the Job

Requirements

  • At least 6 months of experience interacting with customers, 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 will initiate the 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, and ongoing screening may apply.
  • The position is not eligible for visa sponsorship.

Responsibilities

  • Build customer relationships through proactive conversations that support financial well-being and deepen engagement.
  • Lead discovery-driven conversations to understand customer needs and connect customers with relevant banking products, services, and solutions.
  • Identify opportunities, promote solutions, and make appropriate referrals to support branch growth and 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 banking needs.
  • Deliver accurate, compliant service and exercise sound judgment within defined risk controls.
  • Coordinate with branch teammates to hand customers off to licensed bankers or specialists as appropriate.
  • Flex between cash handling and customer banking activities, with emphasis on account openings and ongoing account support.
  • Follow applicable risk programs, Wells Fargo policies and procedures, and risk and compliance obligations; monitor, identify, escalate, and remediate issues, and make sound risk decisions.

Desired Qualifications

  • Prior experience in financial services or a highly regulated customer-facing role, with comfort in structured processes, accuracy, and service expectations.
  • Experience building 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 banking capabilities.
  • 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 experience.
  • 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

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