Personal Banker, Customer Service & Branch Banking
Overview
As a Personal Banker at Wells Fargo, you will own the full customer relationship at our Devon Square branch, managing daily banking needs for a diverse retail client base. You will lead discovery conversations to uncover financial goals and connect customers to the right products, services, and digital tools, all while driving branch growth through referrals. You will work alongside branch teammates and licensed specialists to ensure seamless service, with a strong focus on account openings and cash handling. This role offers a structured path for career growth with Wells Fargo's training and coaching, distinct from typical teller roles. You will be empowered to make sound decisions that balance customer satisfaction with compliance, within a supportive team environment.
What You'll Do8
- 1Build lasting relationships with customers through proactive, meaningful conversations that support their financial well-being and deepen engagement.
- 2Lead discovery-driven conversations to uncover customer needs and recommend 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, while ensuring accuracy and compliance.
- 5Perform cash handling and teller line activities, processing transactions correctly and maintaining operational standards.
- 6Adopt digital tools and technologies to enhance the customer experience and support evolving banking needs.
- 7Deliver accurate, compliant service within defined risk controls, exercising sound judgment.
- 8Coordinate with branch teammates to make seamless handoffs to licensed bankers or specialists, connecting customers to the right expertise.
Requirements10
- 16+ months of customer interaction experience, or equivalent through work, training, military, or education.
- 2Prior experience in financial services or a regulated, customer-facing role, demonstrating comfort with structured processes and accuracy.
- 3Experience building trust-based relationships through active listening, follow-up, and consistent engagement.
- 4Comfort with initiating outreach (calls, emails, or other channels) to strengthen relationships.
- 5Demonstrated comfort with digital tools and technology, with ability to quickly learn new systems and guide customers.
- 6Ability to identify customer needs and connect them to solutions, including referrals.
- 7Proven ability to collaborate with teammates to resolve needs and deliver a seamless customer experience.
- 8Ability to follow policies and regulations while identifying and escalating risk concerns.
- 9Ability to work a schedule that includes Saturdays.
- 10SAFE registration required at time of employment, with Wells Fargo initiating the process after start date.
Salary Insight
Salary not disclosed in listing
Location
Required Skills
Similar open positions
Explore active roles that match your skills and interests.
Wells Fargo
VerifiedAssociate Personal Banker (SAFE) - Wells Fargo
We seek an Associate Personal Banker to lead customer relationships and drive branch growth at our National Branch. The role involves proactive outreach, product discovery, and digital adoption. Success hinges on relationship building, judgment, and balancing service with growth. This position offers a strong foundation for long-term career development within a leading financial institution.
Wells Fargo
VerifiedAssociate Personal Banker SAFE
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.
Wells Fargo
VerifiedAssociate Personal Banker SAFE
Wells Fargo seeks an Associate Personal Banker to drive customer relationships and branch growth. You will support everyday banking needs, lead discovery conversations, and promote solutions. This role offers a strong foundation for long-term career growth and mobility.
Wells Fargo
VerifiedAssociate Personal Banker SAFE Wells Fargo
Wells Fargo seeks an Associate Personal Banker (SAFE) to drive customer relationships and branch growth. You will support everyday banking needs through in‑branch interactions and proactive outreach. Success hinges on strong relationship building and sound judgment.
Wells Fargo
VerifiedAssociate Personal Banker Delta Breeze District
Wells Fargo seeks an Associate Personal Banker (SAFE) to join its National Branch. This frontline role builds customer relationships through in‑branch interactions and proactive outreach. Success involves connecting clients to banking products and supporting daily financial needs.
Wells Fargo
VerifiedTeller, Retail Banking & Customer Service
As a Teller at Wells Fargo, you will own the customer experience at the branch, processing transactions with accuracy and warmth. You'll handle daily deposits, withdrawals, and payments while introducing customers to digital tools like Mobile Banking and ATM solutions. You'll join a team of 10+ branch professionals in a collaborative environment focused on operational excellence. This role offers a clear path into retail banking with structured training and coaching.