North Dallas, Military Boots to Banking

About This Role

Wells Fargo is seeking an Associate Personal Banker (SAFE) to join their National Branch Network. This is a frontline role focused on building customer relationships by supporting everyday banking needs through in-branch interactions, scheduled conversations, and proactive outreach. The role involves learning customer goals and connecting them with appropriate banking products, services, and digital tools. Responsibilities include supporting account openings, service requests, and credit applications, while collaborating with branch teammates to deliver a high-quality customer experience. Success in this role is driven by strong relationship building, sound judgment, and the ability to balance service with growth. This position 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.

Job Expectations

• 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.
• SAFE registration is required at the time of employment; Wells Fargo will initiate the process after your start date. 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.

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.

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.

Posting Locations

• Northeast Texas District
• Northeast Dallas District
• Collin County District
• Irving/Dallas District
• Central & South Dallas District
• North Dallas Suburban District

Posting End Date: 29 Nov 2026

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