Personal Banker Woodinville Branch

Wells Fargo Bank•Woodinville, WA

2d•Onsite

About The Position

Wells Fargo is seeking an Associate Personal Banker (SAFE) for its National Branch. This frontline role builds customer relationships 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 support their financial needs. The role supports account openings, service requests, and credit applications, and includes cash handling and teller-line activities. The banker works with branch teammates to deliver accurate, compliant service and coordinate handoffs to licensed bankers or other specialists. The position offers training and coaching to support career growth. SAFE registration is required at employment; Wells Fargo initiates the registration process after the start date. Loan originators must meet LO/CFPB requirements and Wells Fargo policies, including financial responsibility, character, fitness, and background standards. A credit report may be reviewed, and ongoing screening may apply. Visa sponsorship is not available.

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 initiates 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.
This position is not eligible for Visa sponsorship.

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 customer needs.
Comfort with digital tools and technology, ability to learn new systems quickly, and ability to guide customers in adopting digital 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 while identifying and escalating risk concerns.

Responsibilities

Build customer relationships through proactive conversations that support financial well-being and 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 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 digital tools and technologies to enhance the customer experience and support banking needs.
Deliver accurate, compliant service and exercise sound judgment within defined risk controls.
Collaborate with branch teammates and coordinate handoffs to licensed bankers or other specialists.
Flex between cash handling and customer banking activities, with emphasis on account openings and ongoing account support.