Personal Banker Hudson Valley

Wells Fargo Bank•Fishkill, NY

1d•Onsite

About The Position

Wells Fargo is seeking an Associate Personal Banker (SAFE) to join its National Branch. In this frontline role, the banker builds customer relationships through in-branch interactions, scheduled conversations, and proactive outreach. They learn about customers’ goals and connect them with appropriate banking products, services, and digital tools. The role supports account openings, service requests, and credit applications, and works closely with branch teammates to provide a consistent, high-quality customer experience. Success requires strong relationship-building, sound judgment, and balancing customer service with business growth. Wells Fargo provides training and coaching to support career growth and mobility. The position combines cash handling and teller-line work with customer banking activities, particularly account openings and ongoing account support. The schedule includes Saturdays. SAFE registration is required at employment, and Wells Fargo will initiate the process after the employee starts. Loan Originators must meet LO/CFPB requirements and Wells Fargo policies concerning financial responsibility, character, fitness, and criminal background. A credit report may be reviewed, excluding credit score, and additional ongoing screening may apply. The position is not eligible for visa sponsorship. The listed locations are branches in Cold Spring, Fishkill, Kingston, Peekskill, Shrub Oak, Wappingers Falls, and Newburgh, New York; availability may vary by location.

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.
Loan Originators must meet LO/CFPB requirements and comply with Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background.
The position is not eligible for visa sponsorship.

Nice To Haves

Prior experience in financial services or a highly regulated, customer-facing role, demonstrating comfort with structured processes, accuracy, and service expectations.
Experience building trust-based customer relationships through active listening, follow-up, and consistent engagement.
Comfort initiating outreach through calls, emails, or other channels to strengthen relationships and identify opportunities to support customer needs.
Comfort with digital tools and technology, and the ability to quickly learn new systems and guide customers in adopting useful capabilities.
Ability to identify customer needs and connect them to appropriate solutions, including referrals when additional expertise is needed.
Proven ability to collaborate with teammates and partners to resolve needs and deliver a seamless customer experience.
Ability to follow policies and regulations while identifying and escalating risk concerns.

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 them 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 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 to coordinate handoffs to licensed bankers or other specialists.
Flex between cash handling and customer banking activities, with an emphasis on account openings and ongoing account support.