Associate Personal Banker (SAFE) - Havre

Wells Fargo•Havre, MT

6d•Onsite

About The Position

Wells Fargo is seeking an Associate Personal Banker to join its National Branch Network. In this frontline role, the employee builds customer relationships by supporting everyday banking needs through in-branch interactions, scheduled conversations, and proactive outreach. They learn about customers’ goals and connect 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, and collaborates with branch teammates to provide a consistent, high-quality customer experience. It combines customer service, relationship building, appropriate referrals, cash handling, and teller-line activities while requiring sound judgment and adherence to risk controls, policies, and operational standards. The role includes Wells Fargo training and coaching and offers a foundation for potential career growth and mobility. SAFE registration is required at the time of employment; Wells Fargo initiates the process after the employee’s start date. The position is not eligible for visa sponsorship.

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 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, demonstrating comfort with structured processes, 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 ability to guide 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 and identify and escalate risk concerns.

Responsibilities

Build customer relationships through proactive, meaningful conversations that support financial well-being and 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 account openings, service requests, and credit applications.
Handle cash and perform teller-line activities, accurately processing transactions while following 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.
Coordinate with branch teammates and make seamless handoffs to licensed bankers or other specialists.
Flex between cash handling and customer banking activities, including account openings and ongoing account support.
Follow applicable risk and compliance programs, policies, and procedures; identify, escalate, and help remediate issues as appropriate.