About the Role
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. This role provides a strong foundation for long-term career growth and mobility, supported by Wells Fargo’s training and coaching.
Responsibilities
- 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
- 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.
Requirements
- 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- 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
- 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.
Skills
- Relationship building
- Sound judgment
- Service
- Growth
- Digital tools
- Technology adoption
- Risk identification
- Risk mitigation
- Compliance
Location
- Broadway & 89th 2415 Broadway, Manhattan NY
- Madison & 49th, 437 Madison Avenue, Manhattan NY
- Madison & 55th, 545 Madison Avenue, Manhattan NY
- Third & 52nd, 866 Third Avenue, Manhattan NY
- Third & 58th, 968 Third Avenue, Manhattan NY
- Broadway & 56th, 1755 Broadway, Manhattan NY
- Broadway & W 73rd, 2101 Broadway, Manhattan NY
- East 86th, 247 E 86th Street, Manhattan NY
- Sixth & 45th, 1156 Avenue of the Americas, Manhattan NY
- Third & 42nd, 666 Third Avenue, Manhattan NY
- Third & 75th, 1300 Third Avenue, Manhattan NY
- Lenox &117th, 143 Lenox Ave, Manhattan NY
- Lenox & 125th, 286 Lenox Ave, Manhattan
Work Type
- Full-time
Experience Level
- Associate
Salary/Compensations
- $23.00 - $31.00
Benefits
- 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
About the Company
- Wells Fargo is a global trailblazer committed to driving innovation, empowering communities, and helping customers succeed.
- 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.
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.
- To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
- Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
- Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
