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Wells Fargo

Nationwide banking and financial services

Associate Personal Banker (SAFE)

Retail & Commercial BankingUpdated on Nov 10
Full-timeManitowoc, WI, USANo salary listedIn-person

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 initiates the process after the start date. Loan Originators must meet LO/CFPB requirements and comply with Wells Fargo policies, including financial responsibility, character, fitness, and criminal background standards; a credit report may be reviewed and additional ongoing screening may apply.
  • The position is not eligible for visa sponsorship.

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 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 while exercising sound judgment within defined risk controls.
  • Coordinate seamless handoffs with branch teammates to licensed bankers or other specialists so customers are connected to the appropriate expertise.
  • Support branch operations by flexing between cash handling and customer banking activities, with emphasis on account openings and ongoing account support.
  • Follow applicable risk programs, policies, and procedures; fulfill risk and compliance obligations; monitor and escalate risks; and make sound risk decisions consistent with the business unit's risk appetite.

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 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 ability to 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 customer needs and deliver a seamless experience.
  • Ability to follow policies and regulations while identifying and escalating risk concerns.

About the Company

Wells Fargo

Nationwide banking and financial services

Wells Fargo provides banking, investment, and payment services across the United States. Its products include checking and savings accounts, loans, credit cards, wealth management, and payment solutions that work through branches, online and mobile platforms, and an extensive network of branches and ATMs to move money and manage accounts. The bank leverages a long West-to-Midwest footprint and an integrated suite of banking, investment, and payments, reflecting its evolution from 1852 and the 1998 Norwest merger that adopted the Wells Fargo name. Its goal is to help customers manage money, grow wealth, and pay and transfer funds safely and reliably for individuals, small businesses, and institutions.

Company size
10,001+
Company stage
IPO
Headquarters
San Francisco, CA
Founded
1851

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