Personal Banker Plainview DeNovo

Wells Fargo Bank•Plainview, NY

3d•Onsite

About The Position

Wells Fargo is seeking an Associate Personal Banker (SAFE) to join its National Branch Network. In this frontline role, the Associate Personal Banker builds customer relationships through in-branch interactions, scheduled conversations, and proactive outreach. The role involves learning about customers’ goals and connecting them with appropriate banking products, services, and digital tools to help them manage their finances. The position supports account openings, service requests, credit applications, cash handling, and teller-line activities. The banker works with branch teammates to deliver a consistent, high-quality customer experience, balancing service and growth while exercising sound judgment and following risk controls. Wells Fargo provides training and coaching to support career growth and mobility. The schedule includes Saturdays. The employee will flex between cash handling and customer banking activities, with an emphasis on account openings and ongoing account support. SAFE registration is required at employment; Wells Fargo will initiate the process after the start date. Loan Originators must meet LO/CFPB requirements and Wells Fargo standards concerning financial responsibility, character, fitness, and criminal background. A credit report may be reviewed, and additional ongoing screening may apply. The position is not eligible for visa sponsorship.

Requirements

At least 6 months of experience interacting with customers, or equivalent demonstrated through work experience, training, military experience, or education.
Ability to work a schedule that includes Saturdays.
SAFE registration is required at the time of employment; Wells Fargo will initiate the process after the start date.
Loan Originators must meet LO/CFPB requirements and comply with Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background.

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 opportunities 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 them to 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, 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.
Identify opportunities, promote solutions, and make 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, processing transactions accurately and maintaining compliance and operational standards.
Use and adopt digital tools and technologies to enhance the customer experience and support evolving banking needs.
Deliver accurate, compliant service while exercising sound judgment within defined risk controls.
Collaborate with branch teammates to 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.