Personal Banker 5th & Jefferson

About This Role

Wells Fargo is seeking an Associate Personal Banker (SAFE) to join their National Branch. This is a frontline role focused on building customer relationships by supporting everyday banking needs through in-branch interactions, scheduled conversations, and proactive outreach. You will learn about customer goals and connect them to the right banking products, services, and digital tools.

Key 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.
• Demonstrate comfort using and adopting digital tools and technologies to enhance the customer experience and support evolving banking needs.
• Deliver accurate, compliant service while exercising sound judgement 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.

Requirements & Tech Stack

• 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
• SAFE registration is required at the time of employment.
• Ability to work a schedule that will include Saturdays.

Qualifications

• Prior experience in financial services or a highly regulated, customer-facing role.
• Experience building trust-based customer relationships.
• Comfort initiating outreach (calls, emails, or other channels).
• Demonstrated comfort with digital tools and technology, with the ability to quickly learn new systems and confidently guide customers.
• Ability to identify customer needs and connect them to appropriate solutions, including referrals.
• Proven ability to collaborate with teammates and partners.
• Demonstrated ability to follow policies and regulations while identifying and escalating risk concerns.

Note: Loan Originators must meet LO/CFPB requirements and comply with Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background. A credit report may be reviewed (credit score not included) and additional ongoing screening may apply.

This position is not eligible for Visa sponsorship.