Personal Banker Beaverton Town Square

Wells Fargo Bank•Beaverton, OR

8d•Onsite

About The Position

Wells Fargo is seeking an Associate Personal Banker (SAFE) to join its National Branch in a frontline role. The position builds customer relationships through in-branch interactions, scheduled conversations, and proactive outreach. The banker learns about customers’ financial goals and connects them with appropriate banking products, services, and digital tools. The role supports account openings, service requests, and credit applications while working with branch teammates to provide a consistent, high-quality customer experience. Success depends on relationship building, sound judgment, and balancing customer service with growth. Wells Fargo provides training and coaching to support career growth and mobility. The role supports everyday banking needs, including cash handling and teller-line activities, and requires accurate, compliant service within defined risk controls. The schedule will include Saturdays, and 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 comply with Wells Fargo standards regarding financial responsibility, character, fitness, and criminal background. A credit report may be reviewed, excluding the credit score, and additional ongoing screening may apply. The position is not eligible for visa sponsorship. Posting location: 11601 SW Beaverton-Hillsdale Hwy, Beaverton, OR 97005. Posting end date: November 26, 2026; the posting may be removed earlier due to applicant volume.

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.
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 Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background.
Ability to comply with applicable policies, regulations, and risk controls.

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 phone, email, 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 banking capabilities.
Ability to identify customer needs and connect them to appropriate solutions, including referrals when additional expertise is needed.
Proven 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, 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, processing transactions accurately 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 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.
Follow applicable risk and compliance programs, policies, and procedures; identify, escalate, and help remediate issues.