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Personal Banker North Boulder
Personal Banker North BoulderColorado Staffing • Boulder, CO, US
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Personal Banker North Boulder

Personal Banker North Boulder

Colorado Staffing • Boulder, CO, US
4 days ago
Job type
  • Full-time
Job description

Associate Personal Banker (SAFE)

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.

Wells Fargo once again ranked in the top three making us the #1 financial services employer on the 2025 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) for our National Branch Network as part of the Consumer, Small & Business Banking division. 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

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 a schedule that may include most Saturdays

Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed

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.

This position is not eligible for Visa sponsorship

Posting Location(s)

3307 30th ST | Boulder, CO

Pay Range

$21.00 - $28.00

Benefits : Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.

  • Health benefits
  • 401(k) Plan
  • Paid time off
  • Disability benefits
  • Life insurance, critical illness insurance, and accident insurance
  • Parental leave
  • Critical caregiving leave
  • Discounts and savings
  • Commuter benefits
  • Tuition reimbursement
  • Scholarships for dependent children
  • Adoption reimbursement
  • We Value Equal Opportunity : Wells Fargo is an equal opportunity employer. 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.

    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.

    Wells Fargo Recruitment and Hiring Requirements :

  • Third-Party recordings are prohibited unless authorized by Wells Fargo.
  • Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
  • Req Number : R-506335

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