Personal Banker

2 weeks ago

WINSTON SALEM, NC, United States WELLS FARGO BANK Full time
Why Wells Fargo:
Are you ready for the next step in your career? This is where it begins - at a company known for our "Well Life" approach to supporting employees' career aspirations, work-life balance, and mental and physical health. We ranked #2 on the 2023 LinkedIn Top Companies list - and #1 among financial services companies - as the best workplace "to grow your career" in the U.S. We're especially proud of our tangible, meaningful commitment to diversity, equity, and inclusion in the workplace. When it comes to employees' financial health, we offer competitive salaries and generous benefits package. Apply today.

About this role:

Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at

In this role you will:
  • Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially
  • Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications
  • Receive direction from managers and exercise judgement within defined policies and procedures
  • Develop understanding of bank products and services to connect to customers' needs
  • Interact with customers to demonstrate care and build relationships
  • Provide appropriate options for bank products and services to customer
  • Refer customers' financial needs 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. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below
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:
  • 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 help customers succeed financially by offering introductions to additional team members as appropriate
  • Experience working with others on a team to meet customer needs
  • Experience fostering and developing strong customer relationships
  • Ability to build strong relationships with internal partners
  • 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
Job Expectations:
  • Ability to work weekends and holidays as needed or scheduled
  • Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed
  • This position is not eligible for Visa sponsorship
  • Ability to travel 100% of the time within the district
  • This position may potentially rove between branches in a specific geography to provide support for locations where a banker or teller is out of the office or to temporarily cover vacancies.
  • In this role, the personal banker will be expected to commute to the assigned location(s) for the duration of the branch assignment (reimbursement for mileage and/or public transportation is provided).
  • This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website () provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
Posting Location(s):
  • To include all branches in Winston Salem district
Posting End Date:
17 Jun 2024
*Job posting may come down early due to volume of applicants.

We Value Diversity

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

  • Personal Banker

    6 days ago

    WINSTON SALEM, NC, United States WELLS FARGO BANK Full time

    Job DescriptionWhy Wells Fargo:This is where your career truly begins. We rank #2 overall in the country on LinkedIn's Top Companies list as the best workplace "to grow your career" (#1 among financial services companies). We offer competitive salaries and one of the richest benefits packages in the industry. Our 'Well Life' program focuses on work-life...

  • Banker

    2 weeks ago

    Salem, United States M&T Bank Full time

    M & T Bank is Now Hiring Bankers in the Salem area! Have you ever considered a career in banking? Are you an experienced banker looking for another opportunity or someone who is looking to get into banking? If so, we want to talk to you. M&T has become of the nation’s strongest banks by knowing what matters most to our customers and our employees....

  • Relationship Banker

    3 weeks ago

    Winston-Salem, United States First Horizon National Corporation Full time

    Location: On-site in Winston-Salem, North Carolina If you are a go-to person for advice, then become a First Horizon Bank Relationship Banker! You will work to deepen the relationships with clients as their key contact for personalized banking and advice. You will use product knowledge, expertise, and exceptional customer service skills to help them achieve...

  • Lead Relationship Banker

    2 weeks ago

    Winston-Salem, United States Truliant Federal Credit Union Full time

    Truliant’s mission is to improve lives by putting our members first, providing great service and straightforward financial solutions. Our core values of Member Focus, Service, Guidance, Relationships, and Community define how we interact with members to fulfill our mission of improving lives and providing a foundation on which we conduct ourselves. Our...

  • Personal Banker Salem Main_

    2 hours ago

    Salem, United States Wells Fargo Full time

    **Why Wells Fargo:** Are you ready for the next step in your career? This is where it begins - at a company known for our "Well Life" approach to supporting employees' career aspirations, work-life balance, and mental and physical health. We ranked #2 on the 2023 LinkedIn Top Companies list - and #1 among financial services companies - as the best workplace...

  • Personal Banker Salem Main

    1 day ago

    SALEM, OR, United States WELLS FARGO BANK Full time

    Why Wells Fargo:Are you ready for the next step in your career? This is where it begins - at a company known for our "Well Life" approach to supporting employees' career aspirations, work-life balance, and mental and physical health. We ranked #2 on the 2023 LinkedIn Top Companies list - and #1 among financial services companies - as the best workplace "to...

  • Relationship Banker

    2 weeks ago

    Winston-Salem, United States Truliant Federal Credit Union Full time

    Truliant’s mission is to improve lives by putting our members first, providing great service and straightforward financial solutions. Our core values of Member Focus, Service, Guidance, Relationships, and Community define how we interact with members to fulfill our mission of improving lives and providing a foundation on which we conduct ourselves. Our...

  • Client Relationship Consultant 2

    2 months ago

    Salem, United States U.S. Bancorp Full time

    Location: 3995 Devonshire Ave NE, Salem, OR 97305 Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while ad Client Relations, Relationship, Consultant, Banker, Processing, Relations, Business Services

  • Client Relationship Consultant 2

    2 months ago

    Salem, United States U.S. Bancorp Full time

    Location: 5660 Commercial St SE, Salem, Oregon 97306 Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while Client Relations, Relationship, Consultant, Banker, Processing, Relations, Business Services

  • Client Relationship Consultant 2

    4 weeks ago

    Salem, United States U.S. Bancorp Full time

    Location: 3995 Devonshire Ave NE, Salem, OR 97305 Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while ad Client Relations, Relationship, Consultant, Banker, Processing, Relations, Business Services

  • Client Relationship Consultant 2

    3 weeks ago

    Salem, United States U.S. Bancorp Full time

    Location: 5660 Commercial St SE, Salem, Oregon 97306 Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while Client Relations, Relationship, Consultant, Banker, Processing, Relations, Business Services

  • Financial Services Professional

    1 month ago

    Winston-Salem, United States Bankers Life Full time

    Financial Services Professional - Hybrid Experience Location: Winston Salem, NC, United States Job Category: Financial Representative Posted: 13-Jul-2023 Job Description Bankers Life, one of the most respected companies in the Financial Services industry, is seeking ambitious individuals to grow our team of Insurance Agents and Financial...

  • Financial Services Professional

    4 weeks ago

    Winston-Salem, United States Bankers Life Full time

    Financial Services Professional - Hybrid Experience Location: Winston Salem, NC, United States Job Category: Financial Representative Posted: 13-Jul-2023 Job Description Bankers Life, one of the most respected companies in the Financial Services industry, is seeking ambitious individuals to grow our team of Insurance Agents and Financial...

  • Citizens Banker

    3 weeks ago

    Salem, United States Citizens Full time

    Job DescriptionDescriptionSalary Salary: $22 - $28 / hourCitizens Bankers are the face of the branch. They devote their time getting to know their customers and building lasting relationships by providing trusted advice.What you'll doAre you outgoing? Do you get satisfaction out of helping others and offering sound advice? If you’re a “people...

  • Citizens Banker

    3 weeks ago

    Salem, United States Citizens Full time

    DescriptionSalary Salary: $22 - $28 / hourCitizens Bankers are the face of the branch. They devote their time getting to know their customers and building lasting relationships by providing trusted advice.What you'll doAre you outgoing? Do you get satisfaction out of helping others and offering sound advice? If you’re a “people person” who enjoys...

  • Citizens Banker

    2 weeks ago

    Salem, United States Citizens Full time

    Job DescriptionDescriptionSalary Salary: $22 - $28 / hourCitizens Bankers are the face of the branch. They devote their time getting to know their customers and building lasting relationships by providing trusted advice.What you'll doAre you outgoing? Do you get satisfaction out of helping others and offering sound advice? If you’re a “people...

  • Middle Market Banker

    3 weeks ago

    Winston-Salem, United States Truist Full time

    ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.  1. Leverage the Truist Sales Process, Financial Insights, Industry & Advisory team, and the Leadership Institute to...

  • Virtual Business Banking Relationship Manager

    1 month ago

    Winston-Salem, United States First Horizon Bank Full time

    Summary Responsible for acquiring, managing, growing, retaining, risk management, and relationship development/planning of approximately business relationships with $ – mm in annual revenues, serving as a single point of contact for the customers within the bank; deliver business and deposits services, sell secured and unsecured business loans...

  • Virtual Business Banking Relationship Manager

    4 weeks ago

    Winston Salem, United States First Horizon Bank Full time

    Location: On site in location listed in job posting. This is not a remote position. Summary Responsible for acquiring, managing, growing, retaining,  risk management, and relationship development/planning of approximately 250 business relationships with $1 – 10mm in annual revenues, serving as a single point of contact for the customers within the bank;...

  • Virtual Business Banking Relationship Manager

    4 weeks ago

    Winston Salem, United States First Horizon Bank Full time

    Location: On site in location listed in job posting. This is not a remote position. Summary Responsible for acquiring, managing, growing, retaining,  risk management, and relationship development/planning of approximately 250 business relationships with $1 – 10mm in annual revenues, serving as a single point of contact for the customers within the bank;...

  • Virtual Business Banking Relationship Manager

    4 weeks ago

    Winston-Salem, North Carolina, United States First Horizon Corp. Full time

    Location: On site in location listed in job posting. This is not a remote position. Summary Responsible for acquiring, managing, growing, retaining, risk management, and relationship development/planning of approximately 250 business relationships with $1 - 10mm in annual revenues, serving as a single point of contact for the customers within the bank;...