Personal Banker - Portland Metro | Military Boots to Banking - Veteran Initiative

Wells Fargo Bank•Portland, OR

8h•Onsite

About The Position

Wells Fargo is seeking an Associate Personal Banker (SAFE) to join its National Branch. This frontline role 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. The role supports account openings, service requests, and credit applications, and works with branch teammates to deliver a consistent customer experience. Success requires relationship-building, sound judgment, and balancing customer service with growth. Wells Fargo provides training and coaching to support long-term 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 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. A credit report may be reviewed, excluding the credit score, and additional ongoing screening may apply. The position is not eligible for Visa sponsorship. This role is part of Wells Fargo’s Military Boots to Banking - Veteran Initiative.

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 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, 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 through calls, emails, or other channels to strengthen relationships and identify ways to support customers.
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 customers 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.
Military experience researching and assessing questions, processes, and procedures to recommend solutions.
Military experience tracking information accurately across multiple computer systems.
Military experience resolving complex issues through written or verbal communication, including supply action requests, personnel record updates, benefit or pay questions, error resolution, and customer inquiries.

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 evolving 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.
Flex between cash handling and customer banking activities to support branch operations.
Follow applicable risk and compliance programs, policies, and procedures; escalate and remediate issues as appropriate.