Wells fargo
Associate Personal Banker (Safe)
Overview
Wells Fargo is seeking an Associate Personal Banker (SAFE) to join our National Branch to build relationships with customers by supporting everyday banking needs through in-branch interactions, scheduled conversations, and proactive outreach.
About Wells fargo
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.
Requirements & Eligibility
- 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- SAFE registration is required at the time of employment
Key Responsibilities
- Build lasting customer relationships through proactive, meaningful conversations that support financial well-being and deepen engagement
- Lead discovery-driven conversations to understand customer needs and connect them with relevant banking products, services, and solutions
- Drive branch growth by identifying opportunities, promoting solutions, 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 and operational standards
- Demonstrate comfort using and adopting digital tools and technologies to enhance the customer experience and support evolving banking needs
- Deliver accurate, compliant service while exercising sound judgement within defined risk controls
- Collaborate with branch teammates to coordinate seamless handoffs to licensed bankers or other specialists, ensuring customers are connected to the right expertise
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