Associate Personal Banker - Billings Heights, MT

Wells Fargo Bank•Billings, MT

14h•Onsite

About The Position

Wells Fargo is seeking an Associate Personal Banker (SAFE) to join its National Branch in Billings Heights, Montana. 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. The role supports account openings, service requests, and credit applications while collaborating with branch teammates to provide a consistent, high-quality customer experience. Success requires relationship-building, sound judgment, and balancing customer service with growth. Wells Fargo provides training and coaching to support long-term career growth and mobility. The position includes cash handling and teller line activities, and requires flexing between those duties and customer banking activities, with an emphasis on account openings and ongoing account support. The work schedule includes Saturdays. SAFE registration is required at employment; Wells Fargo will initiate the process after the start date. Loan originators must meet LO/CFPB requirements and comply with company policies concerning financial responsibility, character, fitness, and criminal background. A credit report may be reviewed, excluding credit score, and 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.
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 company standards related to financial responsibility, character, fitness, and criminal background.
Must comply with Wells Fargo risk and compliance policies and procedures.

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 relevant 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 lasting customer relationships through proactive, meaningful conversations that support financial well-being and deepen engagement.
Use 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 meet 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 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 and exercise 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 to support branch operations.
Follow applicable risk and compliance programs, policies, and procedures; escalate and remediate issues appropriately.