Personal Banker at Bender Square
About the role
Wells Fargo is seeking an Associate Personal Banker (SAFE) for their National Branch Network within the Consumer Banking and Lending division. This role involves delivering exceptional customer experience by building relationships through proactive outreach and proposing appropriate products, services, and digital solutions to help customers succeed financially.
- Build relationships through proactive outreach
- Propose appropriate products, services, and digital solutions
- Avoid offering/negotiating terms or taking applications for dwelling secured transactions
Responsibilities
You will assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications. You will also receive direction from managers and exercise judgement within defined policies and procedures.
- Assist customers with basic requests
- Receive direction from managers
- Exercise judgement within defined policies and procedures
Requirements
This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results.
Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below.
- Must have 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- Desired qualifications include customer service focus with experience handling complex transactions across multiple systems, ability to educate and connect customers to technology and share the value of mobile banking options, experience working with others on a team to meet customer needs, experience fostering and developing strong customer relationships, ability to build strong relationships with internal partners, ability to follow policies, procedures, and regulations, ability to identify potential fraud/risky accounts and take appropriate action to prevent loss, ability to interact with integrity and professionalism with customers and team members
Qualifications
Required Qualifications:
- 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- Customer service focus with experience handling complex transactions across multiple systems
- Ability to educate and connect customer to technology and share the value of mobile banking options
- Experience working with others on a team to meet customer needs
- Experience fostering and developing strong customer relationships
- Ability to build strong relationships with internal partners
- Ability to follow policies, procedures, and regulations
- Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss
- Ability to interact with integrity and professionalism with customers and team members
- Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting, working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting
- Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
- Support customers and employees in resolving or escalating concerns or complaints
Desired Qualifications:
- Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting
- Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
- Support customers and employees in resolving or escalating concerns or complaints
Job Expectations
This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (http://fedregistry.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary.
This position is not eligible for Visa sponsorship.
Benefits
Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top five on the 2026 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S.