Personal Banker - Tacoma | Military Boots to Banking - Veteran Initiative

Wells Fargo & Company•University Place, WA

1d•$23 - $31•Onsite

About The Position

Wells Fargo is hiring an Associate Personal Banker (SAFE) for its National Branch in the Tacoma, Washington area. This frontline role builds customer relationships through in-branch interactions, scheduled conversations, and proactive outreach. The banker learns about customers’ goals and connects them with relevant banking products, services, and digital tools to help them manage their finances. The role supports account openings, service requests, and credit applications, and works closely with branch teammates to deliver a consistent, high-quality customer experience. It combines customer service and relationship growth with cash handling, transaction processing, compliance, and operational responsibilities. Wells Fargo provides training and coaching to support career growth and mobility. The position requires a schedule that includes Saturdays and flexibility between cash handling and customer banking activities. SAFE registration is required at employment; Wells Fargo initiates the process after the employee starts. 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

Experience in financial services or a highly regulated, customer-facing role, with comfort following structured processes and meeting accuracy and service expectations.
Experience building trust-based customer relationships through active listening, follow-up, and consistent engagement.
Comfort initiating outreach through 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 useful capabilities.
Ability to identify customer needs and connect customers to appropriate solutions, including referrals when additional expertise is needed.
Ability to collaborate with teammates and partners to resolve needs and deliver a seamless customer experience.
Ability to follow policies and regulations while identifying and escalating risk concerns.
Military experience researching and assessing questions, processes, and procedures to recommend solutions.
Military experience tracking information across multiple computer systems with a high level of accuracy.
Military experience resolving complex issues through written or verbal communication, such as supply action requests, personnel record updates, benefit or pay questions, errors, and customer inquiries.

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 support branch growth and 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.
Use and adopt digital tools and technologies to enhance the customer experience and support evolving banking needs.
Deliver 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 risk and compliance programs, policies, and procedures; identify, escalate, and remediate issues as appropriate.