Personal Banker Madison

Wells Fargo Bank•Madison, NJ
•Onsite

About The Position

Wells Fargo is hiring an Associate Personal Banker (SAFE) for its National Branch in Madison, New Jersey. In this frontline role, you will build customer relationships by supporting everyday banking needs through in-branch interactions, scheduled conversations, and proactive outreach. You will learn about customers’ goals and connect them with relevant banking products, services, and digital tools. The role supports account openings, service requests, and credit applications while working with branch teammates to deliver a consistent, high-quality customer experience. Success depends on relationship building, sound judgment, and balancing service with growth. Wells Fargo provides training and coaching to support career development and mobility. The schedule includes Saturdays. You will flex between cash handling and customer banking activities, with an emphasis on account openings and ongoing account support. 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. This 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.
  • For loan originators, meet LO/CFPB requirements and Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background.
  • Follow policies and regulations, exercise sound judgment, and identify and escalate risk concerns.

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 ways to support customer needs.
  • Comfort with digital tools and technology, ability to learn new systems quickly, and ability to guide customers in adopting banking 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 customer needs and deliver a seamless experience.

Responsibilities

  • Build lasting customer relationships through proactive, meaningful conversations that support financial well-being and deepen engagement.
  • Lead discovery-driven conversations to understand customer needs 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 and coordinate handoffs to licensed bankers or other specialists so customers reach the right expertise.
  • Support branch operations by flexing 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 remediate issues as required.

Benefits

  • Health benefits
  • 401(k) Plan
  • Paid time off
  • Disability benefits
  • Life insurance, critical illness insurance, and accident insurance
  • Parental leave
  • Critical caregiving leave
  • Discounts and savings
  • Commuter benefits
  • Tuition reimbursement
  • Scholarships for dependent children
  • Adoption reimbursement
  • Employees may be eligible for incentive opportunities.
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