Personal Banker Country Club

Wells Fargo & Company•Clive, IA

2d•Onsite

About The Position

Wells Fargo is hiring an Associate Personal Banker (SAFE) for its National Branch. This frontline position 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 while collaborating with branch teammates to provide a consistent, high-quality customer experience. It combines relationship building and customer service with branch growth, accurate transaction processing, and compliance with operational standards and risk controls. Training and coaching support long-term career growth and mobility. The schedule includes Saturdays, and the employee flexes between cash handling and customer banking activities. SAFE registration is required at employment; Wells Fargo initiates the registration process after the start date. Loan Originators must meet LO/CFPB requirements and applicable Wells Fargo standards. The position is not eligible for visa sponsorship.

Requirements

At least 6 months of experience interacting with customers, or equivalent experience demonstrated through work, training, military experience, or education.
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.

Nice To Haves

Prior experience in financial services or another 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 using digital tools and technology, ability to learn new systems quickly, and confidence guiding customers in adopting helpful 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 needs and deliver a seamless customer 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.
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 opening accounts, handling service requests, and supporting 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 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 emphasis on account openings and ongoing account support.
Follow applicable risk programs, policies, and procedures; identify and escalate risk and compliance issues.