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Wells Fargo

Diversified financial services: banking, lending, investments

Associate Personal Banker

Retail & Commercial BankingConfirmed live in the last 24 hours
Full-timeKalispell, MT, 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.
  • Must be able 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 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 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 support branch growth and meet customer and business goals.
  • Support everyday banking needs, including opening new accounts, handling service requests, and processing credit applications.
  • Perform cash handling and teller-line activities, accurately process transactions, and maintain compliance and operational standards.
  • Use and adopt digital tools and technologies to enhance customer experience and support 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.
  • Flex between cash handling and customer banking activities, emphasizing 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 consistent with the business unit’s risk appetite.

Desired Qualifications

  • Prior experience in financial services or a highly regulated, customer-facing role, with comfort following structured processes and accuracy and service expectations.
  • Experience building trust-based customer relationships through active listening, follow-up, and consistent engagement.
  • Comfort initiating outreach by phone, email, 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 customers with 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

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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