Personal Banker Menomonee Falls
On-site · Menomonee Falls, Wisconsin, United States
Job Summary
Associate Personal Banker (SAFE) at Wells Fargo in the National Branch role: build lasting customer relationships through proactive conversations, discover customer needs, and connect them with relevant banking products and solutions. Responsible for supporting account openings, service requests, and credit applications; perform cash handling and teller-line activities; deliver compliant service within risk controls; collaborate with branch teammates to deliver a seamless customer experience and coordinate handoffs to licensed bankers or specialists. Requires SAFE registration; emphasizes financial well-being, digital tools adoption, and strong customer engagement in an in-branch setting. The role focuses on establishing trust, identifying opportunities, and contributing to branch growth through referrals and proactive outreach.
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
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