Wells Fargo
Financial Services
AssociatePersonalBanker(SAFE)
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Associate Personal Banker (SAFE) at Wells Fargo. Skills: Customer service, Sales, Relationship building. Participate in delivery of exceptional customer experience. Build relationships through proactive outreach”
What You'll Achieve.
Help customers succeed financially
Industry & Context.
Fraud identification; Risk assessment
Must meet SAFE registration requirements, Must meet Loan Originator requirements, Work Saturdays
What They're Looking For.
Must Have
6+ months interacting with customers
Nice to Have
Customer service focus, Experience handling complex transactions, Experience proactively engaging customers, Ability to educate customers on technology, Ability to connect customers to team members, Experience working with others on a team, Experience fostering customer relationships, Ability to build relationships with internal partners, Ability to follow policies and procedures, Ability to identify potential fraud, Ability to interact with integrity, Proficient sourcing and building relationships, Support customers and employees resolving concerns, Relevant military experience
What You'll Do.
Participate in delivery of exceptional customer experience
Build relationships through proactive outreach
Propose appropriate products and services
Propose appropriate digital solutions
Assist customers with basic requests
Complete service requests
Submit credit applications
Receive direction from managers
Exercise judgement within defined policies
Develop understanding of bank products
Develop understanding of bank services
Connect products to customers' needs
Interact with customers to demonstrate care
Interact with customers to build relationships
Provide appropriate options for bank products
Provide appropriate options for bank services
Refer customers' financial needs to bankers
Refer customers' financial needs to partners
Complete service-related tasks
How You'll Work.
Team & Collaboration
Internal partners; Other bankers; Team members
Full Job Description
**Why Wells Fargo:** Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job – it’s about finding all of the elements to help you thrive, in one place. [Living the Well Life](https://www.wellsfargojobs.com/en/well-life/) means you’re supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You’ll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we’re recognized for it – Wells Fargo once again ranked in the top five on the 2026 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us! **About this role:** Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer Banking and Lending division. Learn more about the career areas and business divisions at wellsfargojobs.com. **In this role you will:** * Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially * Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications * Receive direction from managers and exercise judgement within defined policies and procedures * Develop understanding of bank products and services to connect to customers' needs * Interact with customers to demonstrate care and build relationships * Provide appropriate options for bank products and services to customer * Refer customers' financial needs to other bankers and partners as needed * This SAFE position has customer contac
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