Personal Banker Hudson Valley

Wells Fargo & Company•Cold Spring, NY

2d•$23 - $31•Onsite

About The Position

Wells Fargo is seeking an Associate Personal Banker (SAFE) to join its National Branch. 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 appropriate banking products, services, and digital tools. The role supports account openings, service requests, and credit applications while collaborating with branch teammates to provide a consistent, high-quality customer experience. Success requires strong relationship-building, sound judgment, and balancing service with growth. Wells Fargo provides training and coaching to support career development and mobility. The position involves cash handling and teller-line activities, customer outreach, and flexing between cash handling and customer banking work. The schedule includes Saturdays. SAFE registration is required at employment; Wells Fargo will initiate the process after the start date. Loan Originators must meet LO/CFPB requirements and comply with Wells Fargo standards related to financial responsibility, character, fitness, and background screening. A credit report may be reviewed, and additional ongoing screening may apply. Visa sponsorship is not available. The listed posting locations are branches in Cold Spring, Fishkill, Kingston, Peekskill, Shrub Oak, Wappingers Falls, and Newburgh, New York; positions may not be available at every listed location. The base pay range is $23.00–$31.00, with possible incentive opportunities. The role is subject to applicable risk, compliance, and operational policies and procedures.

Requirements

At least 6 months of experience interacting with customers, or equivalent demonstrated through work experience, training, military experience, education, or a combination.
Ability to work a schedule that includes Saturdays.
SAFE registration is required at the time of employment; Wells Fargo initiates the process after the start date.
Loan Originators must meet LO/CFPB requirements and 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 meeting 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 useful 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.
Handle cash and perform teller-line activities, accurately processing transactions while maintaining compliance and operational standards.
Use and adopt digital tools and technologies to enhance customer experience and support banking needs.
Deliver accurate, compliant service and exercise sound judgment within defined risk controls.
Collaborate with branch teammates to coordinate handoffs to licensed bankers or 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 and escalate risk concerns.