Personal Banker South DeKalb Mall

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. Key responsibilities include assisting customers with account openings, service requests, and credit applications, providing guidance on bank products, and referring customers to other bankers and partners as needed.

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. Compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and related regulations is required.

Responsibilities

• Build relationships through proactive outreach and propose appropriate products, services, and digital solutions to help customers succeed financially
• Aid customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications
• Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications
• Provide appropriate options for bank products and services to customers
• Interact with customers to demonstrate care and build relationships
• Provide referrals for customers' financial needs to other bankers and partners as needed
• Offer introductions to additional team members as appropriate
• Help customers succeed financially by offering introductions to additional team members as appropriate
• Identify potential fraud/risky accounts and take appropriate action to prevent loss
• Work with internal partners to support customers and employees in resolving or escalating concerns or complaints

Requirements

• 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
• Proactive engagement 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
• Ability to foster and develop strong customer relationships
• 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
• Support customers and employees in resolving or escalating concerns or complaints

Qualifications

• Customer service focus with experience handling complex transactions across multiple systems
• Proactive engagement 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
• Ability to foster and develop strong customer relationships
• 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
• Support customers and employees in resolving or escalating concerns or complaints

Skills

• Customer service focus
• Proactive engagement with customers
• Education and connection to technology
• Teamwork and collaboration
• Relationship building
• Policy adherence
• Fraud prevention
• Professionalism and integrity
• Relationship management
• Customer support
• Conflict resolution

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. Join us!

Pay

Details on pay are not specified in the job posting.

Schedule

Details on the schedule are not specified in the job posting.