Personal Banker Hampton and Mayfair branch

Wells Fargo•Wauwatosa, WI

2d•Onsite

About The Position

Wells Fargo is hiring an Associate Personal Banker (SAFE) for its National Branch. In this frontline role, the banker builds customer relationships and supports 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 working with branch teammates to provide a consistent, high-quality customer experience. It combines customer service and business growth, requiring relationship-building, sound judgment, and adherence to risk controls. The position offers a foundation for career growth, with training and coaching from Wells Fargo. The banker also supports branch operations by flexing between cash handling and customer banking activities. Work schedules include Saturdays. SAFE registration is required at employment; Wells Fargo initiates the registration process after the start date. Loan Originators must meet LO/CFPB requirements and Wells Fargo policies concerning financial responsibility, character, fitness, and criminal background. A credit report may be reviewed, excluding the credit score, and additional ongoing screening may apply. The role is not eligible for visa sponsorship. Posting locations are 2675 N Mayfair Rd Ste 100, Wauwatosa, WI 53226, and 7600 W Hampton Ave, Milwaukee, WI 53218; positions may not be available at every listed location.

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.
The 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 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.
Lead 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 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, accurately processing transactions while maintaining compliance and operational standards.
Use and adopt digital tools and technologies to enhance 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 specialists.
Flex between cash handling and customer banking activities to support branch operations and account support.
Follow applicable risk and compliance programs, policies, and procedures; identify and escalate concerns and help remediate issues.