Talent.com
WELLS FARGO BANK
Personal Banker ShorewoodWELLS FARGO BANK • SHOREWOOD, Wisconsin, United States of America
Personal Banker Shorewood

Personal Banker Shorewood

WELLS FARGO BANK • SHOREWOOD, Wisconsin, United States of America
30+ days ago
Job type
  • Full-time
Job description
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 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. Learn more about the career areas and business divisions at wellsfargojobs.com.

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 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 (http://fedregistry.nationwidelicensingsystem.org) 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
  • This position is not eligible for Visa sponsorship
Posting End Date:
24 Nov 2025
*Job posting may come down early due to volume of applicants.

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.

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 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.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Create a job alert for this search

Personal Banker Shorewood • SHOREWOOD, Wisconsin, United States of America

Similar jobs

Personal Risk Specialist

USI Insurance ServicesBrookfield, WI, United States
Full-time

The Personal Risk Specialist is an outside sales position focused on serving the unique insurance needs of affluent/high net worth clients.In addition to cross-selling, as a primary focus for busin... Show more

 • Promoted

Resident Assistant / Caregiver

Presbyterian Homes & ServicesGermantown, WI, United States
Full-time +1

Put your purpose to work at PHS.Apply to Fairway Knoll today! At Fairway Knoll, find purpose and passion in your work with a team of like-minded people focused on enriching the lives and touching t... Show more

 • Promoted

J.P. Morgan Wealth Management - Private Client Advisor - Germantown, WI

JPMorgan ChaseGermantown, WI, United States
Full-time

Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen... Show more

 • Promoted

Sales Representative

Sleep Number CorporationPleasant Prairie, WI, United States
Full-time

Sleep Number is the leader in personalized sleep wellness.Backed by almost 40 years of innovation, Sleep Number has helped more than 16 million people achieve their best sleep.We are guided by our ... Show more

 • Promoted

Sr. Business Analyst - Personal Lines

Apex SystemsMilwaukee, WI, United States
Full-time

Business Analyst, you will apply your strategic and analytical skills to help solve company challenges.You will be responsible for understanding the current state of system functionality and assess... Show more

 • Promoted

Earn $60K–$160K While Helping a Family Grow

Roots SurrogacySturtevant, WI, US
Full-time

Looking for a meaningful way to earn significant income while doing something truly impactful?.Surrogacy with Roots offers one of the most supported and well-compensated journeys available.Base com... Show more

 • Promoted

Event Representative

Great Day ImprovementsMenomonee Falls, WI, United States
Part-time

Universal Windows Direct - Field Marketer (Events).PLUS bonus, with opportunity for advancement! MUST HAVE VALID DRIVERS LICENSE.Looking for a fun way to earn extra income while getting out of the ... Show more

 • Promoted

Market Relationship Banker

Old National BankBrookfield, WI, US
Full-time

Old National Bank has been serving clients and communities since 1834.With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve.As a trusted part... Show more

 • Promoted • New!

B2B Sales Representative

Slice Merchant ServicesCedarburg, WI, US
Full-time

Excellent opportunity to join a leading, national credit card processing company that has over a decade of industry experience.Slice Merchant Services offers innovative payment processing solutions... Show more

 • Promoted

Teller/Customer Service Representative I

Port Washington State BankGrafton, WI, US
Part-time

Port Washington State Bank, a 16-time Top Workplace winner, is a community-minded bank where people build lasting careers.Whether you're exploring a new path or looking to grow your experience, thi... Show more

 • Promoted

CAREGIVER

Koru Health LLCMequon, WI, United States
Full-time

The Caregiver provides personal care and periodic support to other resident focused services such as meal service, activities, and cleaning.All work actions are done with adherence to organizationa... Show more

 • Promoted

Get Paid to Personal Shop With Shipt

ShiptCaledonia, WI, United States
Full-time

Job details Requirements:Be at least 18 years old.Access reliable transportation and car insurance coverage.Be familiar with using an Android or iPhone.Job description Shipt is a membership-based m... Show more

 • Promoted

PT 3rd Shift Certified Caregiver

Riverview Village Senior LivingMenomonee Falls, WI, United States
Full-time

River View Village Senior Living is currently seeking a Caregiver to join our team of dedicated professionals who want to make a difference in the lives of our residents, their families, and our co... Show more

 • Promoted

Relationship Banker

Old National BancorpMilwaukee, WI, United States
Full-time

The Relationship Banker develops and cultivates long-term client relationships by providing insight, advice, and personalized financial solutions for their clients.Relationship Bankers are responsi... Show more

 • Promoted

Caregiver

BrightStar CareMilwaukee, WI, United States
Full-time

Looking to make someone else's day? The Caregiver job at BrightStar Care in Milwaukee, WI gives you the opportunity to brighten someone's outlook and provide the day-to-day assistance they need to ... Show more

 • Promoted • New!

Caregiver

MRA Recruiting ServicesGermantown, WI, United States
Full-time

New Day Assisted Living of Germantown Full-Time 2nd and 3rd Shift Positions.Assist in the daily living activities, monitoring, and supervision of the residents.Perform housekeeping, life enrichment... Show more

 • Promoted

Investment Banking Analyst

Baird CapitalMilwaukee, WI, United States
Full-time

Baird Investment Banking Analyst Opportunity.High-profile deals, major growth, the right people behind you.Baird offers a different kind of start to a career in investment banking, built on high-pe... Show more

 • Promoted

Relationship Banker

Old National BankMilwaukee, WI, US
Full-time

Old National Bank has been serving clients and communities since 1834.With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve.As a trusted part... Show more

 • Promoted • New!

Licensed Marriage and Family Therapist

HeadwayMilwaukee, WI, US
Full-time

Licensed Marriage and Family Therapist (LMFT).Licensed Marriage and Family Therapist — Are you ready to launch or expand your private practice? .Headway is here to help you start accepting insuranc... Show more

 • Promoted

Assistant Bank Manager

Associated Bank - CorpMenomonee Falls, WI, US
Full-time

At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success.If you thrive in an environment where your gr... Show more