Personal Banker Colonial Shopping Plaza

Wells Fargo Bank•Matawan, NJ
•Onsite

About The Position

Wells Fargo is seeking an Associate Personal Banker (SAFE) to join its National Branch Network. In this frontline role, the employee builds customer relationships through in-branch interactions, scheduled conversations, and proactive outreach, supporting everyday banking needs and helping customers identify relevant banking products, services, and digital tools. The role supports account openings, service requests, and credit applications, and works with branch teammates to provide a consistent, high-quality customer experience. The position combines relationship building and customer service with branch growth, cash handling, and compliance responsibilities. The employee uses sound judgment within defined risk controls and coordinates handoffs to licensed bankers or other specialists when customers need additional expertise. Wells Fargo provides training and coaching to support career growth. The work schedule includes Saturdays, and the employee may flex between cash handling and customer banking activities. SAFE registration is required at employment; Wells Fargo initiates the process after the employee starts. 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, 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 comply with Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background.
  • Compliance with Wells Fargo policies and applicable risk and compliance requirements is expected.
  • 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 relevant 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.

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 customer and business goals.
  • Support everyday banking needs, including opening new accounts, handling service requests, and assisting with 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 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, including account openings and ongoing account support.
  • Follow applicable policies and regulations, identify risk concerns, and escalate them as appropriate.

Benefits

  • Health benefits
  • 401(k) Plan
  • Paid time off
  • Disability benefits
  • Life insurance
  • Critical illness insurance
  • Accident insurance
  • Parental leave
  • Critical caregiving leave
  • Discounts and savings
  • Commuter benefits
  • Tuition reimbursement
  • Scholarships for dependent children
  • Adoption reimbursement
  • Incentive opportunities may be available.
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