Personal Banker Englewood Square

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 addressing 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 for confident financial management. You will support account openings, service requests, and credit applications, collaborating with branch teammates for a high-quality customer experience. Success hinges on strong relationship building, sound judgment, and balancing service with growth. This role offers a foundation for 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.
• Third-Party recordings are prohibited unless authorized by Wells Fargo.
• Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Qualifications

• Prior experience in financial services or a highly regulated, customer-facing role.
• 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.
• Demonstrated comfort with digital tools and technology, with the ability to quickly learn new systems and guide customers in adopting capabilities.
• 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.
• 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.