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Wells Fargo

Diversified financial services: banking, lending, investments

Associate Personal Banker - Multiple Teams

Retail & Commercial BankingPosted on Nov 10
Full-timeNo salary listed

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.
  • Must take and pass the required language assessment.
  • SAFE registration is required at employment; Wells Fargo initiates the process after the start date. Loan Originators must meet LO/CFPB requirements and comply with Wells Fargo policies concerning financial responsibility, character, fitness, and criminal background. A credit report may be reviewed, and additional ongoing screening may apply.

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, 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 seamless handoffs to licensed bankers or other specialists so customers are connected to the appropriate expertise.
  • Flex between cash-handling and customer-banking activities, supporting branch operations with an emphasis on account openings and ongoing account support.
  • Follow applicable risk programs, Wells Fargo policies and procedures, and risk and compliance obligations; monitor and identify risk, escalate and remediate issues, and make sound risk decisions consistent with business-unit risk appetite.

Desired Qualifications

  • Prior experience in financial services or a highly regulated, customer-facing role, with familiarity 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 using digital tools and technology, with the ability to learn new systems quickly 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.
  • 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.
  • Military experience researching and assessing questions, processes, and procedures to recommend solutions.
  • Military experience tracking information accurately in multiple computer systems.
  • Military experience resolving complex issues through written or verbal communication, including supply action requests, updating personnel records, answering benefits or pay questions, resolving errors, researching questions, and responding to other customer needs.
  • U.S. military service in the U.S. Army, U.S. Marine Corps, U.S. Navy, U.S. Air Force, U.S. Space Force, or U.S. Coast Guard.

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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