Personal Banker Portales

Wells Fargo & Company•Portales, NM

6d•Onsite

About The Position

Wells Fargo is seeking an Associate Personal Banker (SAFE) for its National Branch Network. 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 with relevant banking products, services, and digital tools to help them manage their finances. The role supports account openings, service requests, and credit applications while working with branch teammates to provide a consistent, high-quality customer experience. It requires relationship-building, sound judgment, and balancing customer service with business growth. The position offers training and coaching to support long-term career growth and mobility. The role includes branch operations, cash handling, and teller-line activities, and requires a schedule that includes Saturdays. SAFE registration is required at employment; Wells Fargo initiates the registration process after the employee’s start date. Loan Originators must meet applicable LO/CFPB requirements and Wells Fargo policies. The position is not eligible for visa sponsorship.

Requirements

At least 6 months of experience interacting with customers, or equivalent experience demonstrated through work, training, military experience, or education.
Ability to work a schedule that includes Saturdays.
SAFE registration is required at the time of employment; Wells Fargo initiates the process after the start date.
Loan Originators must meet LO/CFPB requirements and comply with Wells Fargo policies, including standards concerning financial responsibility, character, fitness, and criminal background.
Ability to provide accurate information and supporting documentation for lawful employment and education verification.

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 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 customer needs and provide a seamless experience.
Ability to follow policies and regulations while identifying and escalating risk concerns.

Responsibilities

Build customer relationships through proactive conversations that support financial well-being and deepen engagement.
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 new account openings, service requests, and credit applications.
Handle cash and perform teller-line activities, processing transactions accurately and in compliance with operational standards.
Use and adopt digital tools and technologies to enhance the customer experience.
Deliver accurate, compliant service and exercise sound judgment within defined risk controls.
Coordinate with branch teammates and arrange handoffs to licensed bankers or other specialists as appropriate.
Flex between cash-handling and customer-banking activities, including account openings and ongoing account support.
Follow applicable risk and compliance programs and policies; escalate and remediate issues as appropriate.