Personal Banker Jobs

About The Position

Requirements

• At least 6 months of experience interacting with customers, or equivalent experience demonstrated through work, 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 registration process after the start date.
• Loan Originators must meet LO/CFPB requirements and Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background.

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 phone, email, or other channels to strengthen relationships and identify opportunities to support customer needs.
• Comfort using digital tools and technology, ability to learn new systems quickly, and confidence guiding customers in adopting useful capabilities.
• Ability to identify customer needs and connect customers 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.
• Conduct 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 support customer and business goals.
• Support everyday banking needs, including opening new accounts, handling service requests, and assisting with credit applications.
• Perform cash handling and teller-line activities, accurately processing transactions while maintaining compliance and operational standards.
• Use and adopt digital tools and technologies to improve the customer experience and support evolving 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.

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
• Incentive opportunities may be available.