Associate Personal Banker SAFE
Overview
Wells Fargo seeks an Associate Personal Banker to lead frontline banking relationships in a Dallas branch. You will build trust through proactive conversations, drive product discovery, and support account growth while collaborating with teammates. This role offers strong career development and competitive compensation.
What You'll Do9
- 1Build lasting customer relationships through proactive, meaningful conversations that support financial well-being and deepen engagement
- 2Lead discovery-driven conversations to understand customer needs and connect them with relevant banking products services and solutions
- 3Drive branch growth by identifying opportunities promoting solutions and making appropriate referrals to meet customer and business goals
- 4Support everyday banking needs including new account openings service requests and credit applications
- 5Perform cash handling and teller line activities accurately while maintaining compliance and operational standards
- 6Demonstrate comfort using digital tools to enhance customer experience and support evolving banking needs
- 7Deliver accurate compliant service while exercising sound judgement within defined risk controls
- 8Collaborate with branch teammates to coordinate seamless handoffs to licensed bankers or other specialists
- 9Follow policies and regulations while identifying and escalating risk concerns
Requirements9
- 16+ months of interacting with customers or equivalent experience
- 2Prior experience in financial services or a highly regulated customer-facing role
- 3Comfort with structured processes accuracy and service expectations
- 4Experience building trust-based relationships through active listening follow-up and consistent engagement
- 5Ability to initiate outreach via calls emails or other channels to strengthen relationships and identify opportunities
- 6Comfort with digital tools and technology quick learning new systems and guiding customers in adopting capabilities
- 7Proven ability to identify customer needs and connect them to appropriate solutions including referrals
- 8Demonstrated collaboration with teammates and partners to resolve needs and deliver seamless customer experience
- 9Ability to follow policies and regulations while identifying and escalating risk concerns
Salary Insight
Salary not disclosed in listing
Location
Required Skills
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