Personal Banker Yorktown Heights

Why Wells Fargo:

Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job – it’s about finding all of the elements to help you thrive, in one place. 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!

About this role:

Wells Fargo is seeking an Associate Personal Banker (SAFE) to join our National Branch. In this frontline role, you will build relationships with customers by supporting everyday banking needs through in‑branch interactions, scheduled conversations, and proactive outreach. You will learn about customers’ goals and connect them to the right banking products, services, and digital tools to help them manage their finances with confidence.

You will support account openings, service requests, and credit applications while working closely with branch teammates to deliver a consistent, high-quality customer experience. Success is driven by strong relationship building, sound judgment, and the ability to balance service with growth.

As a member of a leading financial institution, this role provides a strong foundation for long-term career growth and mobility, supported by Wells Fargo’s training and coaching.

In this role you will:

• Build lasting customer relationships through proactive, meaningful conversations that support financial well-being and deepen engagement

• Lead discovery-driven conversations to understand customer needs and connect them with relevant banking products, services, and solutions

• Drive branch growth by identifying opportunities, promoting solutions, and making appropriate referrals to meet customer and business goals

• Support everyday banking needs, including new account openings, service requests, and credit applications

• Perform cash handling and teller line activities, accurately processing transactions while maintaining compliance and operational standards

• Demonstrate comfort using and adopting digital tools and technologies to enhance the customer experience and support evolving banking needs

• Deliver accurate, compliant service while exercising sound judgement within defined risk controls

• Collaborate with branch teammates to coordinate seamless handoffs to licensed bankers or other specialists, ensuring customers are connected to the right expertise

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:

• Prior experience in financial services or a highly regulated, customer-facing role, demonstrating comfort with structured processes, accuracy, and service expectations

• Experience building trust-based customer relationships through active listening, follow-up, and consistent engagement

• Comfort initiating outreach (calls, emails, or other channels) to strengthen relationships and  identify opportunities to support customer needs

• Demonstrated comfort with digital tools and technology, with the ability to quickly learn new systems and confidently guide customers in adopting capabilities that enhance their banking experience

• Ability to identify customer needs and connect them to appropriate solutions, including referrals when additional expertise is needed

• Proven ability to collaborate with teammates and partners to resolve needs and deliver a seamless customer experience

• Demonstrated ability to follow policies and regulations while identifying and escalating risk concerns

Job Expectations:

• Ability to work a schedule that will include Saturdays

• Support branch operations by flexing between cash handling and customer banking activities, with an emphasis on delivering strong service through account openings and ongoing account support.

• SAFE registration is required at the time of employment and Wells Fargo will initiate the process after your start date. Loan Originators must meet LO/CFPB requirements and comply with Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background. A credit report may be reviewed (credit score not included) and additional ongoing screening may apply.

• This position is not eligible for Visa sponsorship

Posting Location(s):

• 1937 Commerce St YORKTOWN HEIGHTS, NY 10598-4409

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