North Dallas, Military Boots to Banking

About the Role

Wells Fargo is seeking an Associate Personal Banker (SAFE) to join their National Branch Network. This frontline role focuses on building customer relationships by supporting everyday banking needs through in-branch interactions, scheduled conversations, and proactive outreach. The role involves learning customer goals, connecting them with appropriate banking products, services, and digital tools, and supporting account openings, service requests, and credit applications. Success is driven by strong relationship building, sound judgment, and the ability to balance service with growth. This position offers a foundation for long-term career growth and mobility, supported by Wells Fargo's training and coaching.

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 judgment 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.
• Support branch operations by flexing between cash handling and customer banking activities, with an emphasis on delivering strong service through account openings and ongoing account support.

Requirements & Tech Stack

• 6+ months of interacting with customers experience, or equivalent demonstrated through work experience, training, military experience, or education.
• SAFE registration is required at the time of employment and Wells Fargo will initiate the process after your start date. Loan Originators must meet LO/CFPB requirements and comply with Wells Fargo policies.
• Ability to work a schedule that will include Saturdays.

Qualifications

Desired Qualifications

• Military experience researching and assessing questions, process, and procedures to make recommendations on solutions.
• Military experience with tracking information in multiple computer systems with high level of accuracy.
• Military experience resolving complex issues via written or verbal communication, including but not limited to, supply action requests, updating personnel records, answering benefit or pay questions, resolving errors, researching questions and other needs as requested by customers.
• US Military Service in the US Army, US Marine Corps, US Navy, US Air Force, US Space Force, US Coast Guard.
• 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 (calls, emails, or other channels) to strengthen relationships and identify opportunities to support customer needs.
• Demonstrated comfort with digital tools and technology, with the ability to quickly learn new systems and confidently 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.
• Proven ability to collaborate with teammates and partners to resolve needs and deliver a seamless customer experience.
• Demonstrated ability to follow policies and regulations while identifying and escalating risk concerns.

A credit report may be reviewed (credit score not included) and additional ongoing screening may apply.