Personal Banker Canyon District

Wells Fargo · American Fork, 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 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. Wells Fargo has 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

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
Ability to help customers succeed financially by offering introductions to additional team members as appropriate
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
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
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

Job Expectations

Ability to work a schedule that may include most Saturdays
Maintains cash drawer, cash handling and balancing, and spends time completing service-related tasks as needed
Must take and pass required language assessment
This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date
Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies, including standards related to financial responsibility, character, general financial fitness, and criminal background. A current credit report will be used to assess your financial responsibility and credit fitness (credit score not included), and additional ongoing screening may apply
This position is not eligible for Visa sponsorship
Support branch operations by flexing between cash handling and customer banking activities, with an emphasis on delivering strong service through account openings and ongoing account support

Posting locations: BYU - 800 E Campus Dr Rm WSC-2930 Provo 84602, Draper - 322 East 12300 South Draper 84020, Geneva - 140 W. 800 N. Orem 84057, Highland/Alpine - 5285 W. 11000 N. Highland 84601, Meadows - 797 W. State Road American Fork 84003, Nephi - 3 N. Main Street Nephi 84648, Price - 180 E. Main Price 84501, Provo Main - 86 N. University Ave. Provo 84601, Saratoga Springs - 841 N Redwood Rd. Saratoga Springs 84045, Spanish Fork - 251 E. 1000 N. Spanish Fork 84660, Springville - 119 S. Main Street Springville 84663, Timpanogos - 639 N. State Street Lindon 84042, University Place - 456 E 1150 S Orem 84097