Associate Banker Jobs

About The Position

Requirements

• At least 6 months of experience interacting with customers, or equivalent demonstrated through work experience, training, military experience, education, or a combination of these.
• Bilingual speaking and listening proficiency in Spanish and English.
• Ability to travel 100% of the time within the assigned geography.
• Ability to work a schedule that includes Saturdays.
• Must take and pass the required language assessment.
• 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 requirements related to 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, 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, including the ability to learn new systems quickly and guide customers in adopting relevant capabilities.
• Ability to identify customer needs and connect customers with 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

• Provide personalized banking support across multiple branch locations in an assigned geographic area, covering banker and teller absences and temporarily filling open positions as needed.
• Adapt to new branch environments, teams, and customer needs while maintaining consistent service quality and bank standards.
• Build customer relationships through proactive, meaningful conversations that support financial well-being and deepen engagement.
• Lead discovery-driven conversations to understand customer needs and connect customers 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 account openings, service requests, and credit applications.
• Perform cash handling and teller-line activities, processing transactions accurately and maintaining compliance and operational standards.
• Use and adopt digital tools and technologies to improve customer experience and support changing banking needs.
• 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, with an emphasis on account openings and ongoing account support.
• Travel within the assigned geography and commute to assigned branch locations for the duration of assignments.
• Work a schedule that includes Saturdays.