Personal Banker Plainview DeNovo

Wells Fargo•Plainview, NY

4d•$23 - $31•Onsite

About The Position

Wells Fargo is seeking an Associate Personal Banker (SAFE) to join its National Branch Network. This frontline role builds customer relationships by supporting everyday banking needs through in-branch interactions, scheduled conversations, and proactive outreach. The banker learns about customers’ goals and connects them with suitable banking products, services, and digital tools to help them manage their finances. The role supports account openings, service requests, and credit applications while collaborating with branch teammates to provide a consistent, high-quality customer experience. It combines relationship building and customer service with appropriate referrals and business growth, while applying sound judgment and adhering to risk controls and operational standards. Wells Fargo provides training and coaching to support career growth and mobility. The position is based at 399 S Oyster Bay Road, Plainview, New York. The schedule includes Saturdays, and the employee will flex between cash handling and customer banking activities. SAFE registration is required at employment; Wells Fargo initiates the registration process after the start date. The position is not eligible for visa sponsorship. The listed base pay range is $23.00–$31.00; employees may also be eligible for incentive opportunities.

Requirements

At least 6 months of experience interacting with customers, or equivalent demonstrated through work experience, training, military experience, education, or a combination of these.
SAFE registration is required at the time of employment; Wells Fargo initiates the process after the employee's start date.
Must be able to work a schedule that includes Saturdays.
Loan Originators must meet LO/CFPB requirements and Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background.
Must comply with applicable Wells Fargo risk, compliance, and operational policies and procedures.

Nice To Haves

Prior experience in financial services or a highly regulated customer-facing role, with comfort following structured processes and accuracy and service expectations.
Experience building trust-based customer relationships through active listening, follow-up, and consistent engagement.
Comfort initiating outreach by calls, emails, or other channels to strengthen relationships and identify ways to support customer needs.
Comfort with digital tools and technology, ability to learn new systems quickly, and ability to guide customers in adopting relevant capabilities.
Ability to identify customer needs and connect customers with appropriate solutions, including referrals when additional expertise is needed.
Ability to collaborate with teammates and partners to resolve customer needs and deliver a seamless experience.
Ability to follow policies and regulations while identifying and escalating risk concerns.

Responsibilities

Build lasting customer relationships through proactive conversations that support financial well-being and deepen engagement.
Lead discovery-driven conversations to understand customer needs and connect customers with relevant banking products, services, and solutions.
Identify opportunities, promote solutions, and make appropriate referrals to support branch growth and customer and business goals.
Support everyday banking needs, including opening accounts, handling service requests, and assisting with credit applications.
Handle cash and perform teller-line activities, processing transactions accurately while meeting compliance and operational standards.
Use and adopt digital tools and technologies to improve the customer experience and support changing banking needs.
Provide accurate, compliant service and exercise sound judgment within defined risk controls.
Collaborate with branch teammates and coordinate handoffs to licensed bankers or other specialists.
Flex between cash handling and customer banking activities, with an emphasis on account openings and ongoing account support.
Follow applicable policies and procedures and escalate and remediate risk or compliance issues appropriately.