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Wells Fargo

Diversified financial services: banking, lending, investments

Personal Banker

Full-TimeDeadline 11/6/26
$23 - $31+ Incentive opportunities
Entry
Pleasantville, NY, USA
In PersonOn-site branch role at 44 Washington Ave, Pleasantville, NY; schedule includes Saturdays.
Finance & BankingRetail & Commercial Banking
No H1B Sponsorship

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 the time of 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 policies, including 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.
  • The position is not eligible for visa sponsorship.
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.
  • Follow applicable risk programs, Wells Fargo policies and procedures, and risk and compliance obligations; identify and escalate concerns and remediate issues in a timely and effective manner.
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 confidence guiding 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 offers a broad range of banking, mortgage, investing, credit card, and wealth and commercial services in the United States. Its products work through a network of branches, ATMs, and digital platforms, combining everyday banking with lending, investment products, and advisory services. The company differentiates itself with a large nationwide branch presence, a wide mix of financial services under one roof, and a focus on secure, user-friendly technology. Its goal is to help customers manage, protect, and grow their money by providing trusted, accessible financial solutions.

Company Size

10,001+

Company Stage

IPO

Headquarters

San Francisco, California

Founded

1851

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Simplify's Take

What believers are saying

  • July 2026 second-quarter revenue rose 9% to $22.6 billion, beating estimates.
  • July 2026 investment banking fees jumped 35% to $939 million, showing capital-markets momentum.
  • 2026 card accounts grew 20% and commercial loans 12%, expanding fee and interest income.

What critics are saying

  • January 2026 severance costs hit $612 million after 5,600 layoffs, signaling ongoing restructuring.
  • CFPB’s 2022 $3.7 billion order keeps auto, mortgage, and deposit misconduct damage alive.
  • One OCC AML enforcement action remains; another control failure triggers fresh penalties and leadership scrutiny.

What makes Wells Fargo unique

  • June 2025 Fed lifted Wells Fargo’s $1.95 trillion asset cap, restoring balance-sheet growth.
  • May 2026 Advisor Gateway gave 200-plus tools and BlackRock Aladdin analytics to wealth advisors.
  • Wells Fargo still owns a top-tier U.S. branch franchise and $2.2 trillion wealth platform.

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Benefits

  • Health Insurance
  • 401(k) Retirement Plan
  • Paid Vacation
  • Paid Sick Leave
  • Parental Leave
  • Disability Insurance
  • Life Insurance
  • Tuition Reimbursement
  • Commuter Benefits
  • Adoption Assistance

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