Associate Personal Banker

About This Role

Wells Fargo is seeking an Associate Personal Banker (SAFE) to join our National Branch. This frontline role focuses 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 with appropriate banking products, services, and digital tools. This role supports account openings, service requests, and credit applications, collaborating with branch teammates to deliver a consistent, high-quality customer experience. Success is driven by strong relationship building, sound judgment, and balancing service with growth. This role offers a strong 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.

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.
• 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.
• This position is not eligible for Visa sponsorship.

Qualifications

• 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.

Job Location

• 215 2nd Ave E KALISPELL, MT 59901
• Posting End Date: 11 Nov 2026

Job posting may come down early due to volume of applicants.