Personal Banker Tri County District

Wells Fargo Bank•Millburn, NJ

4d•Onsite

About The Position

Wells Fargo is seeking an Associate Personal Banker (SAFE) to join its National Branch. In this frontline role, the banker 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 to help them manage their finances. The role supports account openings, service requests, and credit applications while collaborating with branch teammates to deliver a consistent, high-quality customer experience. Success depends on relationship building, sound judgment, and balancing service with growth. Wells Fargo provides training and coaching to support long-term career growth and mobility. The position is based at one of the listed locations in Livingston, Florham Park, or Millburn, New Jersey. The schedule will include Saturdays. 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 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. A credit report may be reviewed, without the credit score, and additional ongoing screening may apply. Visa sponsorship is not available for this position.

Requirements

At least 6 months of experience interacting with customers, or equivalent demonstrated through work experience, 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.
Applicants must comply with Wells Fargo policies and may be subject to a credit report review and additional ongoing screening.

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 calls, emails, or other channels to strengthen relationships and identify ways to support customer needs.
Comfort with digital tools and technology, ability to learn new systems quickly, and confidence guiding 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.
Understand customer needs through discovery-driven conversations and connect customers 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.
Perform cash handling and 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 banking needs.
Deliver accurate, compliant service while exercising sound judgment within defined risk controls.
Collaborate with branch teammates to coordinate handoffs to licensed bankers or other specialists.
Support branch operations by flexing between cash handling and customer banking activities.
Follow applicable risk and compliance requirements, escalate issues, and make sound risk decisions.