W
Posted 6 days ago
Associate Personal Banker (SAFE)
Wells Fargo
Requirements
6+ months customer interaction experience, Ability to work Saturdays, SAFE registration required
Skills
customer serviceBanking
About the role
Responsibilities
- Build lasting customer relationships through proactive conversations to support financial well-being
- Lead discovery-driven discussions to understand customer needs and connect them with relevant banking products and services
- Drive branch growth by identifying opportunities and making appropriate referrals to specialists
- Support everyday banking needs, including new account openings, service requests, and credit applications
- Perform cash handling and teller line activities accurately while maintaining compliance and operational standards
- Utilize digital tools and technologies to enhance the customer experience and support evolving banking needs
- Collaborate with branch teammates to ensure seamless customer handoffs and service delivery
Requirements
- 6+ months of customer interaction experience (or equivalent through work, training, military, or education)
- Ability to work a schedule that includes Saturdays
- SAFE registration is required at the time of employment (process initiated after start date)
Preferred Qualifications
- Prior experience in financial services or a highly regulated, customer-facing role
- Experience building trust-based relationships through active listening and consistent engagement
- Comfort initiating customer outreach via calls or emails to identify opportunities
- Demonstrated ability to follow strict policies and regulations while identifying risk concerns
About the Company
Wells Fargo is a leading financial services company with approximately $2.1 trillion in assets. We provide a diversified set of banking, investment, and mortgage products and services through our specialized operating segments. We are committed to driving innovation, empowering communities, and helping our customers succeed through a culture of growth and excellence.
ScoutJobs Agent
Get matches like this delivered daily
Sign up free — we'll pull jobs that fit your CV from across the web and rank them for you.
Get started — it's freeAssociate Personal Banker (SAFE)
Wells Fargo · Sandpoint
