Personal Banker Casper East

Wells Fargo•Casper, WY
•Onsite

About The Position

Wells Fargo is hiring an Associate Personal Banker (SAFE) for its National Branch Network within the Consumer Banking and Lending division. The role focuses on delivering an exceptional customer experience by building relationships, understanding customers’ needs, and connecting them with appropriate bank products, services, and digital solutions. The banker assists with basic account-opening requests, service requests, and credit applications, and refers customers to other bankers or partners when appropriate. The position includes customer contact and may involve offering or negotiating terms or taking applications for dwelling-secured transactions. Employment requires SAFE registration and compliance with applicable mortgage loan originator requirements, background checks, and ongoing regulatory requirements. The position is based at the Casper East branch in Casper, Wyoming, is not eligible for visa sponsorship, and may require a schedule that includes most Saturdays.

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 may include most Saturdays.
  • Must take and pass the required language assessment.
  • Must obtain SAFE registration at the time of employment and meet applicable Loan Originator qualification requirements, including financial responsibility, character, financial fitness, and criminal background standards.
  • Successful completion of applicable background investigation and ongoing regulatory screening requirements.

Nice To Haves

  • Customer service focus and experience handling complex transactions across multiple systems.
  • Experience proactively engaging with customers through phone or email outreach.
  • Ability to educate customers about technology and the value of mobile banking options.
  • Ability to help customers succeed financially by introducing them to additional team members when appropriate.
  • Experience working with a team to meet customer needs.
  • Experience fostering and developing strong customer relationships.
  • Ability to build strong relationships with internal partners.
  • Ability to follow policies, procedures, and regulations.
  • Ability to identify potential fraud or risky accounts and take appropriate action to prevent loss.
  • Ability to interact with integrity and professionalism with customers and team members.
  • Relevant military experience, including working with military protocol and instructions, enlisted evaluations, or officer and leadership reporting.
  • Relevant military experience in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources, or military recruiting.
  • Proficiency in proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues.
  • Ability to support customers and employees in resolving or escalating concerns or complaints.

Responsibilities

  • Build customer relationships through proactive outreach and propose appropriate products, services, and digital solutions to help customers succeed financially.
  • Assist customers with basic requests related to opening accounts, completing service requests, and submitting credit applications.
  • Develop understanding of bank products and services to connect them to customers’ needs.
  • Interact with customers to demonstrate care and build relationships.
  • Provide appropriate options for bank products and services.
  • Refer customers’ financial needs to other bankers and partners as needed.
  • Maintain a cash drawer and handle and balance cash.
  • Complete service-related tasks as needed.
  • Follow applicable policies, procedures, and risk and compliance requirements, and escalate or remediate issues appropriately.
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