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Posted 5 hours ago
Associate Personal Banker
Wells FargoAssociate Personal Banker
Perks & benefits
Health InsurancePaid LeaveMedical Insurance
Requirements
6+ months customer interaction experience, Ability to work Saturdays, SAFE registration required, Strong relationship building skills, Cash handling ability
Skills
Bankingcustomer serviceFinance
About the role
Responsibilities
- Build lasting customer relationships through proactive, meaningful conversations that support financial well-being.
- Lead discovery-driven conversations to understand customer needs and connect them with relevant banking products and services.
- Drive branch growth by identifying opportunities 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.
- Collaborate with branch teammates to coordinate seamless handoffs to licensed bankers or specialists.
Requirements
- 6+ months of experience interacting with customers (via 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).
- Strong relationship-building skills and ability to handle cash accurately.
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 outreach via calls or emails to strengthen customer relationships.
- Proficiency with digital tools and the ability to guide customers in adopting new banking technologies.
Benefits
- Health, dental, and vision benefits.
- 401(k) Plan.
- Paid time off and parental leave.
- Life, critical illness, and accident insurance.
- Tuition reimbursement and scholarships for dependent children.
- Commuter benefits and various discounts.
About the Company
Wells Fargo is a leading global financial services company with approximately $2.1 trillion in assets. We provide a diversified set of banking, investment, and mortgage products and services, helping customers manage their finances with confidence across consumer, commercial, and investment sectors.
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Wells Fargo · Mountain View
