Personal Banker Kansas City Area

Wells Fargo•Olathe, KS

2d•Onsite

About The Position

Wells Fargo is seeking an Associate Personal Banker (SAFE) to join its National Branch. 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, and credit applications while collaborating with branch teammates to provide a consistent, high-quality customer experience. It requires balancing customer service and business growth through relationship building, sound judgment, and adherence to risk controls. The role provides training and coaching intended to support long-term career growth and mobility. The work includes cash handling and teller-line activities, and the schedule will include Saturdays. Employees may 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 initiates the process after the start date. Loan Originators must satisfy applicable LO/CFPB requirements and Wells Fargo standards, including those concerning financial responsibility, character, fitness, and criminal background. A credit report may be reviewed, excluding the credit score, and ongoing screening may apply. Visa sponsorship is not available.

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 standards related to financial responsibility, character, fitness, and criminal background.
This position is not eligible for Visa sponsorship.

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 using 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 provide 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.
Conduct 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 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.
Provide accurate, compliant service and exercise sound judgment within defined risk controls.
Coordinate with branch teammates and provide seamless handoffs to licensed bankers or other specialists.
Flex between cash handling and customer banking activities to support branch operations.
Follow applicable risk and compliance programs, policies, and procedures; identify, escalate, and remediate issues as appropriate.