Personal Banker Regency

Wells Fargo•Omaha, NE

9d•Onsite

About The Position

Wells Fargo is seeking an Associate Personal Banker (SAFE) for 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 relevant banking products, services, and digital tools. The role supports account openings, service requests, and credit applications, and works with branch teammates to deliver a consistent customer experience. It also includes cash handling and teller-line activities, transaction processing, customer outreach, appropriate referrals, and compliance with operational and risk controls. Wells Fargo provides training and coaching to support career growth and mobility. SAFE registration is required at the time of employment; Wells Fargo initiates the process after the employee’s start date. Loan originators must meet LO/CFPB requirements and Wells Fargo policies, including applicable financial responsibility, character, fitness, background, and ongoing screening standards. 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, education, or a combination of these.
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 Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background.
Availability to work a schedule that includes Saturdays.

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 phone, email, or other channels to strengthen relationships and identify opportunities to support customers.
Comfort using digital tools and technology, ability to learn new systems quickly, and confidence guiding 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 needs and deliver a seamless customer experience.
Ability to follow policies and regulations while identifying and escalating risk concerns.

Responsibilities

Build customer relationships through proactive conversations that support financial well-being and deepen engagement.
Understand customer needs and connect customers with relevant banking products, services, and solutions.
Identify opportunities, promote appropriate solutions, and make referrals to support customer and business goals.
Support new account openings, service requests, and credit applications.
Handle cash and perform teller-line activities, processing transactions accurately and in compliance with operational standards.
Use digital tools and technologies to enhance customer experience and support banking needs.
Deliver accurate, compliant service and exercise sound judgment within defined risk controls.
Coordinate with branch teammates and hand off customers to licensed bankers or other specialists when appropriate.
Flex between cash handling and customer banking activities, including account openings and ongoing account support.
Work a schedule that includes Saturdays.