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Wells Fargo

Diversified financial services: banking, lending, investments

Associate Personal Banker - SAFE

Retail & Commercial BankingConfirmed live in the last 24 hours
Full-timeTuba City, AZ, USANo salary listed

About the Job

Requirements

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

Responsibilities

  • Build lasting customer relationships through proactive conversations supporting financial well-being and 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 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, accurately processing transactions while maintaining compliance and operational standards.
  • Adopt and use digital tools and technologies to enhance the customer experience and support evolving banking needs.
  • Deliver accurate, compliant service and exercise sound judgment within defined risk controls.
  • Coordinate with branch teammates on customer handoffs to licensed bankers or specialists.
  • Flex between cash-handling and customer-banking activities, with emphasis on service through account openings and ongoing account support.

Desired Qualifications

  • Prior financial-services or highly regulated customer-facing experience.
  • Experience building trust-based customer relationships through active listening, follow-up, and consistent engagement.
  • Comfort initiating customer outreach through calls, emails, or other channels.
  • Comfort with digital tools and technology, learning new systems, and guiding customers in adopting banking capabilities.
  • Ability to identify customer needs, recommend appropriate solutions, and make referrals when needed.
  • Ability to collaborate with teammates and partners to resolve customer needs.
  • Ability to follow policies and regulations and identify and escalate 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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