Personal Banker, Wells Fargo

Wells Fargo

Location:
United States, Portland

Category:
Banking

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

Associate Personal Banker (SAFE) for National Branch Network as part of Consumer, Small & Business Banking division. Responsible for delivering exceptional customer experience, building relationships, proposing products and services, assisting with account opening and service requests, and connecting customers to appropriate financial solutions.

Job Responsibility:

Participate in delivery of exceptional customer experience
Build relationships through proactive outreach
Propose appropriate products, services, and digital solutions
Assist customers with opening new accounts, completing service requests, and submitting credit applications
Provide appropriate options for bank products and services to customer
Refer customers' financial needs to other bankers and partners
Maintain cash drawer, cash handling and balancing

Requirements:

6+ months of interacting with customers experience
Customer service focus with experience handling complex transactions across multiple systems
Experience proactively engaging with customers through outreach via phone or email
Ability to educate and connect customer to technology and share the value of mobile banking options
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
SAFE registration at the time of employment
Must meet Consumer Financial Protection Bureau qualification requirements
Must meet ongoing regulatory requirements including additional screening

Nice to have:

Relevant military experience including working with military protocol and instructions
Experience working in personnel benefits management, processing military personnel orders or transitions
Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues

What we offer:

Robust benefits
Competitive compensation
Programs designed to help find work-life balance and well-being
Community investment rewards
Celebration for being authentic self
Empowerment to grow

Additional Information:

Job Posted:
August 26, 2025

Expiration:
September 05, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Personal Banker