Wells Fargo
Financial Services
PersonalBanker
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Personal Banker at Wells Fargo. Skills: Customer service, Sales, Relationship building. Participate in delivery of exceptional customer experience. Build relationships through proactive outreach”
Industry & Context.
Risk identification; Fraud detection
Must meet Loan Originator requirements, Must meet ongoing regulatory requirements, Must meet financial responsibility standards, Must meet character standards, Must meet general financial fitness standards, Must meet criminal background standards, Credit report review, Ability to work Saturdays
What They're Looking For.
Must Have
6+ months of interacting with customers experience
Nice to Have
Customer service focus with experience handling complex transactions across multiple systems, Experience proactively engaging with customers through outreach via phone or email, Ability to educate and connect customer to technology and share the value of mobile banking options, Ability to help customers succeed financially by offering introductions to additional team members as appropriate, Experience working with others on a team to meet customer needs, Experience fostering and developing customer relationships, Ability to build relationships with internal partners, Ability to follow policies, procedures, and regulations, Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss, Ability to interact with integrity and professionalism with customers and team members, Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting, Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting, Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues, Support customers and employees in resolving or escalating concerns or complaints
What You'll Do.
Participate in delivery of exceptional customer experience
Build relationships through proactive outreach
Propose appropriate products
and digital solutions
Assist customers with basic requests
Complete service requests
Submit credit applications
Receive direction from managers
Exercise judgement within defined policies and procedures
Develop understanding of bank products and services
Connect products and services to customers' needs
Interact with customers to demonstrate care
Build relationships with customers
Provide appropriate options for bank products and services
Refer customers' financial needs to other bankers and
Perform cash handling and balancing
Complete service-related tasks
How You'll Work.
Team & Collaboration
Internal partners; Other bankers
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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