Personal Banker Beaverton Town Square

Wells Fargo•Beaverton, OR

9d•Onsite

About The Position

Wells Fargo is seeking an Associate Personal Banker (SAFE) to join its National Branch in Beaverton, Oregon. In this frontline role, the employee builds customer relationships and supports everyday banking needs through in-branch interactions, scheduled conversations, and proactive outreach. The employee learns about customers’ goals and connects them with appropriate banking products, services, and digital tools. The position supports account openings, service requests, and credit applications while collaborating with branch teammates to provide a consistent, high-quality customer experience. It combines customer service and relationship building with branch growth, cash handling, and compliance responsibilities. Wells Fargo provides training and coaching to support career growth and mobility. The schedule includes Saturdays. The employee flexes 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 for financial responsibility, character, fitness, and criminal background. A credit report may be reviewed, and additional ongoing screening may apply. 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, 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 policies, including standards related to financial responsibility, character, fitness, and criminal background.

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 calls, emails, or other channels to strengthen relationships and identify opportunities to support customer needs.
Comfort with digital tools and technology, ability to learn new systems quickly, and confidence guiding customers in adopting useful capabilities.
Ability to identify customer needs and connect them 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 and identify and escalate 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 support customer and business goals.
Support everyday banking needs, including account openings, service requests, and credit applications.
Handle cash and perform teller-line activities, processing transactions accurately while meeting compliance and 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.
Collaborate with branch teammates to coordinate customer handoffs to licensed bankers or other specialists.
Flex between cash handling and customer banking activities, including account openings and ongoing account support.
Follow applicable risk and compliance programs, policies, and procedures; escalate and remediate issues as appropriate.