Personal Banker Closter

Wells Fargo Bank•Closter, NJ
•Onsite

About The Position

Wells Fargo is seeking an Associate Personal Banker (SAFE) to join its National Branch in Closter, New Jersey. In this frontline role, the banker builds customer relationships and supports 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 collaborating with branch teammates to provide a consistent, high-quality customer experience. Success depends on relationship building, sound judgment, and balancing customer service with growth. The position also includes cash handling and teller-line activities, compliance with operational standards and risk controls, and coordination of handoffs to licensed bankers or other specialists. The schedule includes Saturdays, and the role may flex between cash handling and customer banking activities, with 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 concerning 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, or education.
  • 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 concerning financial responsibility, character, fitness, and criminal background.
  • The role 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 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 opportunities 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 them with 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 deepen engagement.
  • Understand customer needs through discovery-driven conversations and connect customers with relevant banking products, services, solutions, and digital tools.
  • Identify opportunities, promote solutions, and make appropriate referrals to meet customer and business goals.
  • Support everyday banking needs, including opening accounts, handling service requests, and processing credit applications.
  • Perform cash handling and teller-line activities, processing transactions accurately and 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 and coordinate handoffs to licensed bankers or other specialists.
  • Flex between cash handling and customer banking activities, including account openings and ongoing account support.
  • Work a schedule that includes Saturdays.

Benefits

  • Health benefits
  • 401(k) Plan
  • Paid time off
  • Disability benefits
  • Life insurance, critical illness insurance, and accident insurance
  • Parental leave
  • Critical caregiving leave
  • Discounts and savings
  • Commuter benefits
  • Tuition reimbursement
  • Scholarships for dependent children
  • Adoption reimbursement
  • Employees may be eligible for incentive opportunities.
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