Jobs · Finance · New Mexico

Personal Banker - Santa Fe, NM

Wells Fargo · Santa Fe, NM · 4 wk ago
FinanceFull-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. We must not repeat job title. Must not include Job ID etc. Remove boilerplate. Must preserve all substantive info. We need to parse the posting. Content: - Intro: "Why Wells Fargo: Are you looking for more? Find it here. 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 that a meaningful career is much more than just a job – it’s about finding all of the elements to help you thrive, in one place. 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. Join us!" That's general company description; could be part of "About the role"? Actually "About this role:" follows. - About this role: description of Associate Personal Banker (SAFE) role, responsibilities. - Then bullet list: "In this role you will:" with items. - Then 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 - Desired Qualifications: list of items. - Job Expectations: Ability to work a schedule that will include Saturdays; 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. SAFE registration is required at the time of employment and Wells Fargo will initiate the process after your 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 (credit score not included) and additional ongoing screening may apply. This position is not eligible for Visa sponsorship - Job Locations: list of addresses. - Posting End Date: 19 Oct 2026 *Job posting may come down early due to volume of applicants. - Then EEO boilerplate etc to remove. We need sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We need to decide what content goes where. "About the role": could be the paragraph after "About this role:" describing role purpose. "Responsibilities": the bullet list under "In this role you will:" (the duties). "Requirements": maybe the Required Qualifications. "Qualifications": maybe Desired Qualifications? Or combine? The instruction: Use headings for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Skills). They want separate sections for Requirements and Qualifications. Likely Requirements = mandatory (Required Qualifications). Qualifications = desired/preferred (Desired Qualifications). Skills could be extracted from desired qualifications? But we may not have explicit skills list separate; we could put skills under Skills if we have specific skill statements. The desired qualifications include items like "Prior experience in financial services ...", "Experience building trust-based customer relationships ...", "Comfort initiating outreach ...", "Demonstrated comfort with digital tools ...", "Ability to identify customer needs ...", "Proven ability to collaborate ...", "Demonstrated ability to follow policies ...". Those could be considered skills. But we already have Qualifications section for desired qualifications. Might be redundant. However we need to follow instruction: include a section ONLY when posting has real, specific content for it. So we need to decide which sections have content. We have content for About the role (the paragraph). Responsibilities (the bullet list). Requirements (Required Qualifications). Qualifications (Desired Qualifications). Skills? Could we extract skills from desired qualifications? But they'd be similar to Qualifications. Might be considered redundant; but we could still create Skills section if we have explicit skill statements like "comfort using digital tools", "ability to identify needs", etc. However the instruction says prefer a few substantive sections over many thin ones. So maybe we combine Skills into Qualifications or omit Skills if not distinct. Benefits: The posting mentions robust benefits, competitive compensation, programs for work-life balance, etc. That's in the intro "Why Wells Fargo". That is substantive content about benefits. So we can create Benefits section with that info. Pay: The posting does not mention specific pay/salary. It mentions competitive compensation but not specific numbers. The instruction says never create Pay/Schedule/Benefits sections unless the posting actually states them. For Benefits we have statements about robust benefits, programs, etc. That's enough. For Pay, we only have "competitive compensation" which is vague but maybe considered stating compensation? It says "competitive compensation". That is a statement about pay but not specific. The instruction: never emit a heading followed by filler/placeholder text (e.g. "commensurate with experience", "not specified", "N/A", "varies", "TBD") and never create Pay/Schedule/Benefits sections unless the posting actually states them. "competitive compensation" is not a specific number but it's a statement about pay. Is that considered stating them? It's vague but still mentions compensation. However the instruction's examples of filler include "commensurate with experience". "competitive compensation" is similar to that? Might be considered filler. Safer to omit Pay section. Schedule: The posting mentions "Ability to work a schedule that will include Saturdays". That's a schedule statement. So we can create Schedule section with that info. Thus sections: About the role, Responsibilities, Requirements, Qualifications, Benefits, Schedule. We must not include Skills, Pay. Now we need to format: use

for section headings. Use
  • for any list of duties/requirements/benefits, and

    for prose. We need to preserve all substantive information; do not invent or summarize away detail. We need to remove boilerplate: EEO, legal, etc. Also remove "Job Locations" and "Posting End Date"? Those are substantive? They are location and date. Should we keep them? The instruction: Preserve ALL substantive information; do NOT invent or summarize away detail. So we should keep job locations and posting end date. Where to put them? Could be under About the role? Or maybe a separate section like "Job Details"? Not in allowed headings. But we could incorporate them into About the role as a paragraph? However the allowed headings list does not include a generic "Job Details". But we can still include them as prose under About the role or maybe under Responsibilities? Better to keep them as a short

    after the role description maybe under About the role? The instruction says we can use

    for prose. So we can add a paragraph with locations and posting end date. We must not include Job ID/requisition numbers as headings; we can fold minor metadata into a short

    or drop it. So we can include location and end date in a

    . Now we need to ensure we don't include boilerplate like "We Value Equal Opportunity", etc. Let's extract substantive content: Intro (Why Wells Fargo) - benefits etc. About this role: paragraph describing role. In this role you will: bullet list. Required Qualifications: sentence. Desired Qualifications: bullet list (multiple lines). Job Expectations: includes schedule statement, SAFE registration, loan originator requirements, credit report, visa sponsorship. We need to capture schedule statement: "Ability to work a schedule that will include Saturdays". Also "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." That's more about responsibilities but could be in Responsibilities. SAFE registration required at time of employment and 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, fitness, and criminal background. A credit report may be reviewed (credit score not included) and additional ongoing screening may apply. This position is not eligible for Visa sponsorship. These are expectations; could be part of Requirements or Qualifications? They are expectations. Could be part of Requirements (maybe). But we already have Required Qualifications. Could add another list under Requirements for expectations? However we must not create thin sections. Perhaps we can incorporate schedule statement into Schedule section, and other expectations into Responsibilities or Requirements as appropriate. But we need to preserve all substantive info. Let's decide: - About the role: combine the intro "Why Wells Fargo" (benefits etc) and the paragraph "About this role:"? Actually About the role heading should contain description of the role. The intro about Wells Fargo is more about company; could be placed under Benefits? But Benefits section we already have robust benefits etc. The intro includes benefits, compensation, work-life balance, etc. That's suitable for Benefits section. So we can put that content under Benefits. Thus: Benefits section: robust benefits, competitive compensation, programs designed to help you find work-life balance and well-being, rewarded for investing in community, celebrated for being authentic self, empowered to grow, recognized as top five on 2026 LinkedIn Top Companies list. We should keep that as a list? It's prose; we can use

    . Now About the role: the paragraph under "About this role:" describing 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." That's prose. Responsibilities: the bullet list under "In this role you will:" (7 items). We'll put each as

  • . Requirements: 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". That's a sentence; we can put as

    or

    • ? It's not a list but we can keep as

      . Qualifications: Desired Qualifications: list of items (starting with "Prior experience in financial services or a highly regulated, customer-facing role, demonstrating comfort with structured processes, accuracy, and service expectations" etc). We'll put each as

    • . Schedule: from Job Expectations: "Ability to work a schedule that will include Saturdays". Also maybe "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." That's more about responsibilities but could be included in Responsibilities? However we already have responsibilities list; we could add that as an extra bullet? But the instruction says preserve all substantive info; we can add it to Responsibilities as an extra bullet if it's a duty. However the responsibilities list already includes similar items: "Support everyday banking needs, including new account openings, service requests, and credit applications". The flexing between cash handling and customer banking activities is similar to teller line activities etc. Might be covered. But to be safe, we could add a bullet under Responsibilities: "Support branch operations by

Similar jobs