Personal Banker Eldorado

Wells Fargo•Eldorado at Santa Fe, NM

17h•Onsite

About The Position

At Wells Fargo, we are a global financial services leader committed to innovation, empowering communities, and helping customers succeed. We offer a meaningful career with robust benefits, competitive compensation, and programs for work-life balance and well-being. Wells Fargo is recognized as a top financial services employer on the 2025 LinkedIn Top Companies list. This role is for an Associate Branch Premier Banker (SAFE) within Consumer Banking and Lending, part of the National Branch Network. It is a foundational position designed to prepare individuals for a career with Wells Fargo, starting with obtaining securities licenses (FINRA Series 6 and Series 63, and State Insurance license(s); Series 65 or equivalent may also be required in certain states). Wells Fargo's Investment Licensing Team provides coaching and guidance for successful licensing. Upon successful completion of licensing and SAFE registration, the employee transitions from an Associate Branch Premier Banker LP (SAFE) to an Associate Branch Premier Banker (SAFE) role. The Premier Banker Associate Program provides hands-on practice and personalized coaching to develop necessary knowledge, skills, and behaviors. Upon successful completion of this program, employees will transition to the Senior Branch Premier Banker (SAFE) role.

Requirements

6+ months of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
Ability to work a schedule that may include most Saturdays.
Adherence to Wells Fargo sales practices risk management culture.
Current registration for FINRA Series 6 and Series 63 (or equivalent) are required for this role or must be completed within a specified period. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite will be required.
For certain states (AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY), FINRA Series 65 (or equivalent) will also be required to be completed within a specified period.
State Insurance license(s) are required for this role and must be completed within a specified period.
Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position.
Meeting enhanced financial fitness and criminal background standards.
This position requires SAFE registration at the time of employment.
Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies, including meeting applicable financial responsibility, character, general financial fitness, and criminal background standards.
Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary.
This position is not eligible for Visa sponsorship.

Nice To Haves

2+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
1+ year of assessing and meeting the needs of customers or helping with issue resolution, demonstrated through work or military experience.
1+ years of experience recommending products and services.
1+ years of experience building and maintaining effective relationships with customers and partners.
Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues.
Financial services industry experience in one or a combination of the following: corporate, consumer, mortgage, investments, brokerage, or private banking.
Customer service focus with experience handling moderately complex transactions across multiple systems.
Strong verbal, written, and interpersonal communication skills.
Knowledge and understanding of book of business processes to actively manage a group of Wells Fargo customers to meet their needs and grow the business.
Ability to educate and connect customers to technology and share the value of self-service digital banking options.
Ability to follow policies, procedures, and regulations.
Ability to interact with integrity and professionalism with customers and employees.
High motivation with ability to successfully meet team objectives while maintaining individual performance.
Successfully completed FINRA Series 6 and Series 63 examinations (or FINRA recognized equivalents) to qualify for immediate registration.
State Insurance license(s).

Responsibilities

Participate in the Branch Banking Licensed Banker licensing program (temporary position until licensing requirements are met).
Actively engage in all training, classes, and interactive learning activities to build skill, knowledge, and a deeper understanding of role expectations and ability to deliver and successfully transition into senior branch premier role.
Develop the skills necessary to execute on relationship management commitments to customers through proactive outreach and planned appointments, aligned with business strategy.
Routinely manage client relationships through regular meetings to review financial condition and goals; provide advice regarding banking options and services to meet changing circumstances.
Engage clients in conversations; ask questions to understand and document customer financial needs, life events and goals; provide a consistent experience to customers when tailoring options for products and services, including convenient mobile, self-service digital, and ATM options.
Build relationships with branch colleagues, affluent customers, and partners to acquire, deepen, and retain relationships; understand Wells Fargo’s banking, credit and investment financial solutions and services offered, to ensure customers are referred as complex needs are identified.
Partner closely with peers in Business Banking Advisory Services, Mortgage and Wealth and Investment Management to best meet the previously identified need, consistent with clients overall financial circumstances and goals.
Serve as a risk management leader for understanding and managing risks in the business, adhering to policies, procedures, and controls, and ensuring compliance with applicable laws, rules, and regulations.