Jobs · Finance · New York

Associate Personal Banker

Wells Fargo · Great Neck, NY · 1 mo ago
Finance$23–$31/hrFull-time
We need to output HTML fragment with sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. Must not repeat job title. Must not include Job ID etc. Must remove boilerplate. We need to parse the posting. Key sections: - About This Role: description about role. That's "About the role" heading. - In This Role You Will: list of duties. That's responsibilities. - Required Qualifications: list. - Desired Qualifications: list. - Job Expectations: includes schedule (Saturdays), language assessment, SAFE registration, etc. Also includes "Ability to work a schedule that will include Saturdays". Also "Support branch operations by flexing between cash handling...". Also "SAFE registration is required...". Also "Loan Originators must meet LO/CFPB requirements...". Also "This position is not eligible for Visa sponsorship". Also "Posting Location(s): ..." maybe location info. - Pay Range: "$23.00 - $31.00". Also note about incentive opportunities. - Benefits: list of benefits. - Schedule: we have schedule mention (Saturdays). Could be part of Job Expectations but we can create a Schedule section if we have specific schedule info. The posting says "Ability to work a schedule that will include Saturdays". That's schedule info. So we can create Schedule section. - Skills: maybe we can extract from desired qualifications: building trust-based relationships, comfort initiating outreach, digital tools, identify needs, collaborate, follow policies. Could be considered Skills. But we already have Required and Desired Qualifications. Might combine them? The instruction: Use sections for About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We need to decide which to include based on content. We have: - About the role: yes. - Responsibilities: yes (In This Role You Will list). - Requirements: maybe Required Qualifications. - Qualifications: maybe Desired Qualifications? Or we could treat Required as Requirements and Desired as Qualifications. - Skills: maybe we can extract skill statements from Desired Qualifications (like comfort with digital tools, ability to identify needs, collaborate). Could be separate. - Benefits: yes. - Pay: yes. - Schedule: yes (Saturdays). We must not create sections with filler like "commensurate with experience". Avoid. We must preserve all substantive info, not invent. We must not include boilerplate like EEO, legal, etc. We must not include application instructions. We must not include duplicated lines. We must not include Job ID/requisition numbers. We must not include Posting End Date? That's metadata but maybe minor; we could drop or put in short p. The instruction: "do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short

or drop it." So we could include Posting End Date in a short p maybe under a generic metadata? But we are not required to include metadata; we can drop it. Safer to drop. We must not include "Posting Location(s): ..." maybe we could include as a short p under About the role? But location is substantive? Might be considered minor metadata; we could drop. The instruction says preserve ALL substantive information; location is substantive for job posting. However they said fold minor metadata into a short p or drop it. Location might be considered minor? But it's substantive for applicants. I'd include it as a short p maybe under About the role or separate? Not a heading. Could add a

with locations. We must not include "Pay Range Reflected is the base pay range offered for this position..." that's explanatory; we can keep the pay range and maybe a short note. We must not include "Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below." That's intro; we can keep the list. We must not include "Visit Benefits - Wells Fargo Jobs for an overview..." that's a link; we can drop. We must not include "Posting End Date: 25 Sep 2026" maybe drop. We must not include "Job posting may come down early due to volume of applicants." drop. We must not include EEO etc. Now craft HTML. Structure:

About the role

Wells Fargo is seeking an Associate Personal Banker (SAFE) to join our National Branch. In this frontline role, you will build relationships with customers by supporting everyday banking needs through in-branch interactions, scheduled conversations, and proactive outreach. You will learn about customers' goals and connect them to the right banking products, services, and digital tools to help them manage their finances with confidence. You will support account openings, service requests, and credit applications while working closely with branch teammates to deliver a consistent, high-quality customer experience. Success is driven by strong relationship building, sound judgment, and the ability to balance service with growth. As a member of a leading financial institution, this role provides a strong foundation for long-term career growth and mobility, supported by Wells Fargo's training and coaching.

Maybe also include location? Could add a

after: Locations: Great Neck Branch - 20 Great Neck Rd, Great Neck, NY 11021 and Garden City Park Branch - 2499 Jericho Turnpike, Garden City Park, NY 11040. But location is not a heading; we can include as a short p. Now Responsibilities:

Responsibilities

  • Build lasting customer relationships through proactive, meaningful conversations that support financial well-being and deepen engagement
  • Lead discovery-driven conversations to understand customer needs and connect them with relevant banking products, services, and solutions
  • Drive branch growth by identifying opportunities, promoting solutions, and making appropriate referrals to meet customer and business goals
  • Support everyday banking needs, including new account openings, service requests, and credit applications
  • Perform cash handling and teller line activities, accurately processing transactions while maintaining compliance and operational standards
  • Demonstrate comfort using and adopting digital tools and technologies to enhance the customer experience and support evolving banking needs
  • Deliver accurate, compliant service while exercising sound judgement within defined risk controls
  • Collaborate with branch teammates to coordinate seamless handoffs to licensed bankers or other specialists, ensuring customers are connected to the right expertise
Now Requirements (Required Qualifications):

Requirements

  • 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • Bilingual speaking and listening proficiency in Spanish/English
Now Qualifications (Desired Qualifications):

Qualifications

  • 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 (calls, emails, or other channels) to strengthen relationships and identify opportunities to support customer needs
  • Demonstrated comfort with digital tools and technology, with the ability to quickly learn new systems and confidently guide customers in adopting capabilities that enhance their banking experience
  • Ability to identify customer needs and connect them to 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
  • Demonstrated ability to follow policies and regulations while identifying and escalating risk concerns
Now Skills: Could be overlapping with Qualifications; but we could extract skill statements like "comfort initiating outreach", "comfort with digital tools", "ability to identify needs", "collaborate", "follow policies". However to avoid duplication, maybe we can skip Skills section if content is covered. But instruction: Prefer a few substantive sections over many thin ones. We already have About, Responsibilities, Requirements, Qualifications, Benefits, Pay, Schedule. That's 7 sections. Skills could be thin; maybe we can omit Skills. But we need to include Skills only if posting has real specific content for it. The posting does have skill-like statements in Desired Qualifications; but we already used those as Qualifications. Could we treat Desired Qualifications as Skills? The instruction lists Skills as a separate section; we could map Desired Qualifications to Skills. Then Requirements could be Required Qualifications. Qualifications could be something else? Actually we have both Required and Desired; we could make Requirements = Required Qualifications, Skills = Desired Qualifications (skill-focused). Then we might not need a separate Qualifications section. But we need to follow the headings list: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. So we need to decide what goes under Qualifications vs Skills. Perhaps Qualifications could be a combination of both required and desired? But that would duplicate. Better: Use Requirements for Required Qualifications, Skills for Desired Qualifications (since they are skill/competency focused). Then we could omit Qualifications section (or combine with something else). But we must include a section only when posting has real specific content for it. If we omit Qualifications, that's fine. However the list includes Qualifications as a possible heading; we are not required to use all headings. So we can skip Qualifications. Thus sections: About the role, Responsibilities, Requirements, Skills, Benefits, Pay, Schedule. Now Benefits: list as given. We need to preserve all substantive benefit items: 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. We should keep them as list items. Now Pay: we have "$23.00 - $31.00". Also note about incentive opportunities. We can include a short p: "Pay range: $23.00 - $31.00 base pay; employees may also be eligible for incentive opportunities." That's substantive. Now Schedule: we have "Ability to work a schedule that will include Saturdays". Also maybe "Support branch operations by flexing between cash handling and customer banking activities". That's more about duties. But schedule specifics: Saturdays required. Could also mention flexible schedule? Not given. So schedule section:

Ability to work a schedule that will include Saturdays.

Now also we have Job Expectations about language assessment, SAFE registration, Loan Originators requirements, Visa sponsorship not eligible. Those are not schedule, benefits, pay. Could be considered Requirements? They are job expectations. Could be added to Requirements or Skills? They are more like conditions. Could be placed under Requirements as additional items. But we already have Requirements list; we could add items: "Must take and pass required language assessment (bilingual required posting)", "SAFE registration is required at the time of employment", "Loan Originators must meet LO/CFPB requirements and comply with Wells Fargo policies", "This position is not eligible for Visa sponsorship". However the language assessment note says "include on bilingual required postings only". Since we have bilingual requirement, we include it. We could add these to Requirements list. But we must not repeat content; we already have bilingual proficiency. The language assessment is a separate expectation. Thus Requirements list items: - 6+ months of interacting with customers experience, or equivalent... - Bilingual speaking and listening proficiency in Spanish/English - Must take and pass required language assessment (bilingual required posting) - SAFE registration is required at the time of employment (Wells Fargo will initiate process after start date) - Loan Originators must meet LO/CFPB requirements and comply with Wells Fargo policies, including standards related to financial responsibility, character,

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