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Wells Fargo

Diversified financial services: banking, lending, investments

Associate Personal Banker

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

About the Job

Requirements

  • At least six months of customer-interaction experience, 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 initiates the registration process after the start date.
  • Loan originators must meet Loan Originator/Consumer Financial Protection Bureau requirements and comply with Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background. A credit report may be reviewed, excluding the 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 customers 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 handoffs to licensed bankers or other specialists, ensuring customers are connected to the appropriate 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; fulfill risk and compliance obligations; monitor, identify, escalate, and remediate issues; and make sound risk decisions in line with the business unit’s 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, 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 customers 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

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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