Personal Banker | Richmond River District

Wells Fargo Bank•Richmond, VA

2d•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 relevant banking products, services, and digital tools. The role supports account openings, service requests, credit applications, and cash handling while working with branch teammates to provide a consistent, high-quality customer experience. Success depends on relationship building, sound judgment, and balancing customer service with growth. Wells Fargo provides training and coaching to support career growth and mobility. The position requires a schedule that includes Saturdays and flexibility between cash handling and customer banking activities, with an 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 policies concerning financial responsibility, character, fitness, and criminal background. A credit report may be reviewed, excluding the credit score, and additional ongoing screening may apply.

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 Wells Fargo policies concerning financial responsibility, character, fitness, and criminal background.
Ability to comply with applicable policies, regulations, risk controls, and operational standards.

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 ways to support customer needs.
Comfort using digital tools and technology, learning new systems quickly, and guiding customers in adopting useful capabilities.
Ability to identify customer needs and connect customers with appropriate solutions, including referrals when additional expertise is needed.
Ability to collaborate with teammates and partners to resolve customer needs and provide a seamless experience.
Ability to follow policies and regulations while identifying and escalating risk concerns.

Responsibilities

Build lasting customer relationships through proactive conversations that support financial well-being and deepen 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, accurately processing transactions while maintaining 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.
Coordinate with branch teammates to provide seamless handoffs to licensed bankers or other specialists.
Flex between cash handling and customer banking activities, including account openings and ongoing account support.
Follow applicable risk programs, policies, and procedures; escalate and remediate issues appropriately.