Personal Banker Madison Old Saybrook District

Wells Fargo Bank•Madison, CT

1d•Onsite

About The Position

Wells Fargo is seeking an Associate Personal Banker (SAFE) for its National Branch. This frontline role 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. The role supports account openings, service requests, and credit applications, while collaborating with branch teammates to provide a consistent customer experience. It combines customer service and business growth, and offers training and coaching to support career growth and mobility. The position supports branch operations by flexing between cash handling and customer banking activities, with an emphasis on account openings and ongoing account support. The schedule includes 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 standards concerning financial responsibility, character, fitness, and background screening. A credit report may be reviewed, excluding the credit score, and additional ongoing screening may apply. Visa sponsorship is not available for this position. The listed posting locations are 600 Boston Post Rd, Madison, CT and 665-22 Boston Post Rd, Old Saybrook, CT; not all locations may have an opening. The base pay range is $23.00–$31.00, with possible incentive opportunities. Pay may vary based on factors including prior performance, skills, experience, and work location.

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 will initiate the process after the start date.
Loan originators must meet LO/CFPB requirements and Wells Fargo policies concerning financial responsibility, character, fitness, and criminal background.
This 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 using digital tools and technology, ability to learn new systems quickly, and ability to guide customers in adopting helpful 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 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 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 and maintaining compliance and operational standards.
Use and adopt digital tools and technologies to enhance customer experience and support 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 to support branch operations and account openings and ongoing account support.
Follow applicable risk and compliance programs, policies, and procedures; identify and escalate concerns and remediate issues as required.