Associate Personal Banker (SAFE) at Wells Fargo - ScoutJobs - The AI-curated global job board
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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.

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