Jobs · Finance · Utah

Personal Banker Canyon District

Wells Fargo · Provo, UT · 2 wk ago
FinanceFull-time

At Wells Fargo, we're more than a financial services leader—we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe a meaningful career is about finding all the elements to help you thrive in one place. Living the Well Life means robust benefits, competitive compensation, and programs designed to support 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. Wells Fargo has been ranked in the top five on the LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S.

About the role

Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer Banking and Lending division. 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. This role provides a strong foundation for long-term career growth and mobility, supported by Wells Fargo's training and coaching.

Responsibilities

  • Participate in delivering an exceptional customer experience by building relationships through proactive outreach and proposing appropriate products, services, and digital solutions to help customers succeed financially
  • Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications
  • Develop an understanding of bank products and services to connect to customers' needs
  • Interact with customers to demonstrate care and build relationships
  • Provide appropriate options for bank products and services to customers
  • Refer customers' financial needs to other bankers and partners as needed
  • 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 judgment 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

Requirements

  • 6+ months of experience interacting with customers, 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
  • Ability to work a schedule that may include most Saturdays
  • Must take and pass required language assessment
  • SAFE registration is required at the time of employment; Wells Fargo will initiate the process after your start date
  • Loan Originators must meet Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background
  • This position is not eligible for Visa sponsorship

Qualifications

  • Customer service focus with experience handling complex transactions across multiple systems
  • Experience proactively engaging with customers through outreach via phone or email
  • 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
  • Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting, personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources, or military recruiting
  • Prior experience in financial services or a highly regulated, customer-facing role, demonstrating comfort with structured processes, accuracy, and service expectations
  • 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
  • Proven ability to collaborate with teammates and partners to resolve needs and deliver a seamless customer experience

Locations

  • Provo, UT (BYU - 800 E Campus Dr Rm WSC-2930)
  • Draper, UT (322 East 12300 South)
  • Orem, UT (140 W. 800 N.)
  • Highland/Alpine, UT (5285 W. 11000 N.)
  • American Fork, UT (797 W. State Road)
  • Nephi, UT (3 N. Main Street)
  • Price, UT (180 E. Main)
  • Provo, UT (86 N. University Ave.)
  • Saratoga Springs, UT (841 N Redwood Rd.)
  • Spanish Fork, UT (251 E. 1000 N.)
  • Springville, UT (119 S. Main Street)
  • Lindon, UT (639 N. State Street)
  • Orem, UT (456 E 1150 S)

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