Personal Banker East Lebanon

Wells Fargo•Lebanon, PA

4d•Onsite

About The Position

Wells Fargo is seeking an Associate Personal Banker (SAFE) to join its National Branch. This frontline role builds customer relationships by supporting everyday banking needs through in-branch interactions, scheduled conversations, and proactive outreach. The banker learns about customers’ goals and connects them to appropriate banking products, services, and digital tools to help them manage their finances. The role supports account openings, service requests, and credit applications, and works with branch teammates to deliver a consistent, high-quality customer experience. It requires balancing customer service with growth, using sound judgment, and following defined risk controls. Wells Fargo provides 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 process after the start date. Loan originators must meet LO/CFPB requirements and Wells Fargo standards 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. The posting location is 850 E Walnut Street, Lebanon, PA 17042.

Requirements

At least 6 months of customer-interaction experience, or equivalent demonstrated through work experience, training, military experience, or education.
SAFE registration is required at the time of employment; Wells Fargo initiates the registration 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.
Ability to work a schedule that includes Saturdays.
Ability to comply with Wells Fargo policies, procedures, risk programs, and applicable regulatory and compliance obligations.

Nice To Haves

Prior experience in financial services or a highly regulated, customer-facing role, with comfort following structured processes and accuracy and service expectations.
Experience building trust-based customer relationships through active listening, follow-up, and consistent engagement.
Comfort initiating outreach by phone, email, or other channels to strengthen relationships and identify customer needs.
Comfort with 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 with appropriate solutions, including referrals when additional expertise is needed.
Ability to collaborate with teammates and partners to resolve needs and provide a seamless customer experience.
Ability to follow policies and regulations and identify and escalate risk concerns.

Responsibilities

Build lasting customer relationships through proactive 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.
Handle cash and perform teller-line activities, accurately processing transactions while maintaining compliance and operational standards.
Use and adopt digital tools and technologies to improve the customer experience and support changing banking needs.
Deliver accurate, compliant service and exercise sound judgment within defined risk controls.
Coordinate with branch teammates to provide seamless handoffs to licensed bankers or other specialists.
Follow applicable risk programs, Wells Fargo policies, and procedures; escalate and remediate issues appropriately.
Work a schedule that includes Saturdays and flex between cash handling and customer banking activities.