Personal Banker Eau Claire Westgate
Wells Fargo is a global financial services leader committed to innovation, community empowerment, and helping customers succeed. The company offers robust benefits, competitive compensation, and programs that support work‑life balance and well‑being.
About the Role
Wells Fargo is seeking an Associate Personal Banker (SAFE) to join the National Branch. In this frontline position 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, while supporting account openings, service requests, and credit applications.
In This Role
- 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.
Required Qualifications
- 6+ months of experience interacting with customers, or equivalent demonstrated through work experience, training, military experience, or education.
Desired 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.
Job Expectations
- Ability to work a schedule that includes Saturdays.
- Support branch operations by flexing between cash handling and customer banking activities, emphasizing strong service through account openings and ongoing account support.
- SAFE registration is required at the time of employment; Wells Fargo will initiate the process after the start date.
- Loan Originators must meet LO/CFPB requirements and comply with Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background; a credit report may be reviewed and additional ongoing screening may apply.
- This position is not eligible for Visa sponsorship.
Location
2414 Mercantile Dr, Eau Claire, WI 54703