Personal banker jobs in Missoula, MT

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals. Job Responsibilities Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements. Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want. Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals. Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. Required Qualifications, Capabilities, and Skills Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment. Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients. Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs. Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience. Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity. Ability to quickly and accurately learn products, services, and procedures. Client service experience or comparable experience. High school diploma or GED equivalent. Preferred Qualifications, Capabilities, and Skills Strong desire and ability to influence, educate, and connect customers to technology solutions. Cash handling experience.

Bravera Bank is hiring for a Mortgage Banking Officer in Helena, MT. Bravera is an employee- and director-owned company that is committed to helping our employees forge a new path in their career. We work together to drive continuous improvement which enhances the customers experience and keeps our organization moving forward. The purpose of this position is to originate mortgage loans on behalf of Bravera Bank. Measures of Success Completes one business development opportunity per week. Close 30 loans per year for 3 consecutive years. Proficient in loan products, programs, and investors used within the Bank. Duties and Responsibilities Responsible for cultivating new and existing mortgage customer relationships. Must fully understand Bravera Loan Policy and Procedures and recommend enhancements, as needed. Maintain a lending portfolio, approving mortgage credits within approved lending authority. Must maintain appropriate and complete documentation and files, as necessary. Make customer contacts, field inspections, and business visits, as necessary. Will analyze asset and repayment quality on existing loans and loan applications. Will recommend banking products and services, based on customer analysis. Responsible for collection of delinquent mortgage loans. Keep abreast of current industry trends, new programs, and regulations. Responsible for promoting teamwork and open communication among all mortgage functions of the organization and with other departments. Responsible for maximizing processes and delivery of services as they relate to mortgage customer relationship building functions. Responsible for promoting the organization in the community through participation in various civic and community events, activities, committees, and organizations. Must maintain a high level of confidentiality and professionalism regarding all employee and customer issues and information. Contribute to the overall success of the organization by leveraging opportunities as they relate to all entities of Bravera Holdings Corp. Adhere to all banking rules and regulations, including but not limited to the requirements of the Bank Secrecy Act. In addition, the employee will be proactive in the prevention of illegal activities, will vigilantly look for activities that may constitute any type of fraud including money laundering, and will report any suspicious activity to the BSA Officer. Qualifications Education: Bachelor's degree in business administration, business management, finance, or other related field. Experience: Minimum 5 years related experience; OR an acceptable combination of education and experience. Location Helena, MT Benefits To support this, we provide a competitive and rewarding compensation package which includes a competitive salary, incentive compensation opportunities, retirement plan with company match, health insurance, paid holidays, paid time off (PTO), paid community volunteer time and stock opportunities. As a learning organization, we are committed to investing in the growth and development of our team members, offering training opportunities and tuition reimbursement. Our Values Give and earn trust. We support and empower one another to earn trust through accountable performance. Learn, teach and mentor. We are a learning organization that invests in growth and development. Collaborate and innovate. We work together to drive continuous improvement to enhance your experience. Want to learn more about careers with Bravera? Go to bravera.bank/careers. #ForgeYourPath with us! Find us on Facebook, Instagram, Twitter, LinkedIn and Youtube. --- Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities. The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing or action, including an investigation conducted by the employer or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c).

Job DescriptionDescription: Personal Banker Reports To: Retail Operations Supervisor FLSA: Non-Exempt The position of Personal Banker will open and service all types of deposit accounts and offer our products in person, via phone or other electronic communication in accordance with the organization's Mission Statement and Core Values. As a Personal Banker, you will provide exceptional customer service and build relationships with new and existing customers so as to be able to refer them to other team member(s) or department(s) for additional services. You will be expected to provide exceptional customer service to both external customers and internal team members while presenting a positive, get-it-done attitude. The position requires the ability to work within the community to develop business relationships. With time and experience, a Personal Banker will grow the Bank's loan and deposit portfolio through Consumer Lending. The position reports to the Retail Operations Supervisor. Essential Functions Work cooperatively and respectfully in a Team Environment with all Bank Team Members New Accounts Open deposit accounts and related products following procedures for reviewing, approving or denying applications for consumer and business customers Assist with closing accounts as requested by customer or Bank initiated closures; I.E. NSF, fraud, etc. Assist customers with online banking issues. Open, renew or redeem Certificates of Deposit. Assist with opening and servicing Health Savings Accounts (HSA) and Individual Retirement Accounts (IRA). Enter new account data and file maintenance into system. Look for opportunities to offer additional products and services to all customers. Issue Debit Cards, assist with customer inquiries, and research, resolve and maintain Debit card disputes. Complete scanning and/or electronic filing of account documentation daily or as needed. Assist with monthly reports. Assist customers with routine transactions such as address changes or stop payments. Assist customers with safe deposit box needs. Research and resolve customer inquiries. Be familiar with Bank's Online Banking, Merchant capture, Courtesy Pay (overdrafts) program and other services. Maintain knowledge of banking products and services. Provide exceptional customer service while maintaining knowledge of Bank policies and procedures, applicable laws and regulations/compliance requirements including but not limited to the Bank Secrecy Act, the Patriot Act and the Office of Foreign Assets Control. Lending: Work with new and existing customers to analyze needs, determine risks and to structure loans (Consumer, Rapid Reserve and Credit Cards). Follow procedures for approval and denial of Consumer Loans, Rapid Reserves and Credit Cards. Analyze financial and credit information. Ensure compliance and disclosure requirements are met. Present loans over-lending limit to appropriate lending officer for approval/authorization. Ensure completeness of proper lien filing. Offer and sell insurance (per license) and other bank products and services to include, but not limited to new accounts, merchant processing, deposit products, and technology enhancements such as online/mobile banking, Business Online Banking, Merchant Capture, etc. Develop and maintain file documentation, working any exceptions related to compliance or missing documentation. Collect delinquent payments, pursue legal remedies when necessary and as authorized by Loan Committee. Assist with collecting money owed for customer whose accounts are closed due to NSF. Look for opportunities to offer additional products and services to all customers. Meet Performance Plan goals within acceptable tolerances. Participate in the Bank's Call Program to develop business. Provide Quality Control feedback in regards to credit files so as to not exceed guidelines. Maintain knowledge of banking products and services. Provide exceptional customer service while maintaining knowledge of Bank policies and procedures, applicable laws and regulations/compliance requirements including but not limited to the Bank Secrecy Act, the Patriot Act and the Office of Foreign Assets Control. Follow loan policy and lending authority limits with no significant losses due to failure to adhere to Loan Policy. Additional Responsibilities: Must have the flexibility to work the open to close schedule by opening and clearing the bank for employees prior to bank hours and/or closing the bank at the end of the day. Complete required Bank training annually Greet customer and answer incoming phone calls Willing and able to work at any location as needed May be asked to review data input for quality control and scan documents into system Must be willing to complete other duties as assigned Serve as a member on at least one Bank Committee Participate in a minimum of two Heritage Club events annually Participate in two Highlander Cross Country or Track events annually Participate in two community events representing TRB (approved by manager) Skills and Competencies: Prior Banking experience preferred Minimum of one year customer service experience is required Must be Bondable Have or will obtain and maintain required licenses and certifications as necessary for the position Computer proficiency required - ability to use internet, email and Microsoft Office Word and Excel Must be able to conduct oneself in a manner that promotes trust in the individual and our organization Must maintain confidentiality at all times due to the nature of information about customers and transactions High attention to detail and accuracy Self-directed - be able to fulfill the responsibilities of the position with minimal supervision Must be able to prioritize and organize responsibilities to maximize productive results Physical Demands Normal office environment Extended PC viewing, keyboarding with periods of sedentary work May be required to stoop, kneel, stand, walk, talk, hear, reach with hands and arms May be required to occasionally lift/move up to 30 pounds The physical demands notes above are representative of those that must be met by an employee to successfully perform the essential function of the position. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Requirements:

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 (************************************************* 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 Location(s): 211 W Main St BOZEMAN, MT 59715 Posting End Date: 15 Dec 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.

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 (************************************************* 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 Location(s): 1735 W OAK ST STE GBOZEMAN, MT 59715 Posting End Date: 15 Dec 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.

Are you looking for a role that empowers you to help others while creating a worthwhile impact on your local community? Clearwater Credit Union is accepting applications for a full-time Consumer Loan Officer in Great Falls, MT. In this role, you will process and decision loan applications based on established guidelines, while building strong relationships with Clearwater members. This high-impact position comes with awesome benefits and a great work environment. A successful applicant must be goal oriented and have excellent interpersonal, written, and verbal communication skills. This fast-paced environment requires strong attention to detail and the ability to make informed, rational lending decisions based on policy and procedure. The applicant must be committed to gaining knowledge of the credit union philosophy, products, and services, to effectively offer solutions to improve the financial lives of our members. Qualified candidates will have excellent customer service skills and strong computer skills. One to three years of lending experience is preferred. Clearwater Credit Union is a Community Development Financial Institution (CDFI) credit union headquartered in Missoula, MT. Our mission is to be a force for good in banking, in the lives of our members, and in the communities we serve. Working for Clearwater means you are empowered to make a difference in the world around you. Every day we work to build thriving and sustainable communities. Clearwater Credit Union is an equal opportunity employer and offers over 25 benefits beyond salary, including health insurance, PTO, 401K match, paid volunteer time, and more!

This position will assist in coordinating professional and knowledgeable assistance to all customers. They will receive calls and respond to customer inquiries and concerns, they will handle daily transactions and questions in accordance with Bank policies and procedures. The PT - Teller/Personal Banker will handle all functions of personal banking, new accounts, inquires and problem accounts in accordance with the Bank's policies and procedures. This position must be flexible in dealing with the needs of customers, several team members, and departments. The PT - Teller/Personal Banker will serve as an advocate of the Bank, promote the Bank's products, services, and overall Citizens Alliance Bank's brand. The level of this position is based on years of service, education and/or equivalent experience, knowledge level and skill set. Essential Functions: To perform this job successfully, an individual must be able to perform each Essential Function and Skill satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. 1. Processes transaction through a teller platform which many include verifying incoming cash, accurately dispersing cash and accepting various deposits and payments. 2. Assist with end of day processing and check imaging work checking for accuracy prior to submitting. 3. Provide account information, answer customer inquiries and requests, and complete telephone transfers in compliance with Citizens Alliance Bank's policies and procedures. 4. Open all types of new deposit accounts, resolve problems, and show customers how to access and manage their products and services to take full advantage of their Citizens Alliance Bank relationship. 5. Uses effective selling techniques while promoting and selling additional products and services to create product interest and generate customer action. Actively pursues potential customers and recognizes quality potential customers through interviewing. 6. Conducts all customer contact to complete all required documentation in compliance with bank policy and banking regulations. 7. Services all retail and business deposit accounts, while promoting and selling additional products and services. 8. Displays knowledge and proficiency in the bank's products and services to act as a liaison between customers and the bank to build long-term customer relationships. 9. Proactively makes personal contacts and/or telephone calls to existing customers and maintains contact with existing customers to cultivate customer relationships. 10. Maintains knowledge of and understands the financial needs of customers and other products and services available through the bank. 11. Answer phones and/or complete telephone requests. Collaborate with Operations Help Desk to resolve complex account inquiries as they arise. 12. Verify account balances, provide account information to customer, and print copies of items and/or statements from customer accounts. 13. Maintains knowledge and understanding of Internal Service Standards and procedures for the department and departments that are a part of the workflow. 14. The ability to read, interpret, and apply appropriate policies, procedures, or operating manuals. 15. Maintain complete confidentiality regarding sensitive customer and proprietary information. 16. Must be able to remain in a standing or stationary position 50% of the time. 17. Must occasionally lift 30 pounds. 18. All employees are expected to exemplify and follow our core values. 19. Regular attendance and punctuality when reporting to work. 20. Travel for trade and industry schools and seminars as needed. 21. This position may require installation of a Multi-Factor Authentication (MFA) app on an employee's personal mobile device. THE MFA apps are used to authenticate a user's identity to the system for security purposes. 22. Adhere to and comply with all applicable, federal, and state laws, regulations, and guidance, including those related to BSA/AML, as well as adhere to the Bank's policies and procedures. 23. Perform other duties as assigned and requested. Core Values: Humility - We are “blue-collar bankers”. We are relatable, down-to-earth people who greet our smallest customer the same way we greet our largest. Respectful, Genuine Care for Others - We care about each other, we care about our customers, and we care about our communities. Finds A Way - This simply put, is nothing more than attitude. It's a can-do spirit, a desire to help, to contribute, to go above and beyond, and to make a difference. Effort - We expect a lot of ourselves and hold ourselves to a high standard. We are not entitled, and we need to earn it from our customers and each other every day. Owning-It - Owning-It or Accountability is a big word that can encompass a great many things. For Citizens Alliance Bank, it's about ownership. When an employee says they will do something, they follow through and get it done. Education and Experience: - High School diploma or GED, Etc. - Continuing Education to maintain job knowledge. Preferred - One to Three years of banking experience. Preferred - One to Three years of Administrative or customer service experience. Preferred - Proficiency in Microsoft Office Suite The employer has the right to revise this position description at any time. The position description is not a contract for employment. Citizens Alliance Bank is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, age, religion, gender, sexual preference or orientation, gender identity, gender expression, national origin, disability, veteran status and all other protected classes.

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals. Job Responsibilities Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements. Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want. Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals. Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. Required Qualifications, Capabilities, and Skills Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment. Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients. Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs. Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience. Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity. Ability to quickly and accurately learn products, services, and procedures. Client service experience or comparable experience. High school diploma or GED equivalent. Preferred Qualifications, Capabilities, and Skills Strong desire and ability to influence, educate, and connect customers to technology solutions. Cash handling experience.

This position will assist in coordinating professional and knowledgeable assistance to all customers. They will receive calls and respond to customer inquiries and concerns, they will handle daily transactions and questions in accordance with Bank policies and procedures. The PT - Teller/Personal Banker will handle all functions of personal banking, new accounts, inquires and problem accounts in accordance with the Bank's policies and procedures. This position must be flexible in dealing with the needs of customers, several team members, and departments. The PT - Teller/Personal Banker will serve as an advocate of the Bank, promote the Bank's products, services, and overall Citizens Alliance Bank's brand. The level of this position is based on years of service, education and/or equivalent experience, knowledge level and skill set. Essential Functions: To perform this job successfully, an individual must be able to perform each Essential Function and Skill satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. 1. Processes transaction through a teller platform which many include verifying incoming cash, accurately dispersing cash and accepting various deposits and payments. 2. Assist with end of day processing and check imaging work checking for accuracy prior to submitting. 3. Provide account information, answer customer inquiries and requests, and complete telephone transfers in compliance with Citizens Alliance Bank's policies and procedures. 4. Open all types of new deposit accounts, resolve problems, and show customers how to access and manage their products and services to take full advantage of their Citizens Alliance Bank relationship. 5. Uses effective selling techniques while promoting and selling additional products and services to create product interest and generate customer action. Actively pursues potential customers and recognizes quality potential customers through interviewing. 6. Conducts all customer contact to complete all required documentation in compliance with bank policy and banking regulations. 7. Services all retail and business deposit accounts, while promoting and selling additional products and services. 8. Displays knowledge and proficiency in the bank's products and services to act as a liaison between customers and the bank to build long-term customer relationships. 9. Proactively makes personal contacts and/or telephone calls to existing customers and maintains contact with existing customers to cultivate customer relationships. 10. Maintains knowledge of and understands the financial needs of customers and other products and services available through the bank. 11. Answer phones and/or complete telephone requests. Collaborate with Operations Help Desk to resolve complex account inquiries as they arise. 12. Verify account balances, provide account information to customer, and print copies of items and/or statements from customer accounts. 13. Maintains knowledge and understanding of Internal Service Standards and procedures for the department and departments that are a part of the workflow. 14. The ability to read, interpret, and apply appropriate policies, procedures, or operating manuals. 15. Maintain complete confidentiality regarding sensitive customer and proprietary information. 16. Must be able to remain in a standing or stationary position 50% of the time. 17. Must occasionally lift 30 pounds. 18. All employees are expected to exemplify and follow our core values. 19. Regular attendance and punctuality when reporting to work. 20. Travel for trade and industry schools and seminars as needed. 21. This position may require installation of a Multi-Factor Authentication (MFA) app on an employee's personal mobile device. THE MFA apps are used to authenticate a user's identity to the system for security purposes. 22. Adhere to and comply with all applicable, federal, and state laws, regulations, and guidance, including those related to BSA/AML, as well as adhere to the Bank's policies and procedures. 23. Perform other duties as assigned and requested. Core Values: Humility - We are “blue-collar bankers”. We are relatable, down-to-earth people who greet our smallest customer the same way we greet our largest. Respectful, Genuine Care for Others - We care about each other, we care about our customers, and we care about our communities. Finds A Way - This simply put, is nothing more than attitude. It's a can-do spirit, a desire to help, to contribute, to go above and beyond, and to make a difference. Effort - We expect a lot of ourselves and hold ourselves to a high standard. We are not entitled, and we need to earn it from our customers and each other every day. Owning-It - Owning-It or Accountability is a big word that can encompass a great many things. For Citizens Alliance Bank, it's about ownership. When an employee says they will do something, they follow through and get it done. Education and Experience: - High School diploma or GED, Etc. - Continuing Education to maintain job knowledge. Preferred - One to Three years of banking experience. Preferred - One to Three years of Administrative or customer service experience. Preferred - Proficiency in Microsoft Office Suite The employer has the right to revise this position description at any time. The position description is not a contract for employment. Citizens Alliance Bank is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, age, religion, gender, sexual preference or orientation, gender identity, gender expression, national origin, disability, veteran status and all other protected classes.

Bravera Bank is hiring for a Private Banker at Billings, MT. Bravera is an employee- and director-owned company that is committed to helping our employees forge a new path in their career. We work together to drive continuous improvement which enhances the customers experience and keeps our organization moving forward. POSITION PURPOSE: The Private Banker role requires a strong understanding of products and services in Retail, Digital Banking, Commercial Lending, Bravera Wealth and Bravera Insurance. This position is responsible for facilitating deposit growth by collaborating with commercial and ag lending teams as well as Wealth and Insurance. Also responsible for cross selling deposit accounts and services to existing and new customers. There will be a strong focus on increasing existing customer relationships, MEASURES OF SUCCESS: Develops collaborative partnerships with team members, Wealth and Insurance to best serve clients. Executes strategies to build and foster relationships with clients through proactive outreach and follow up, improve customer retention including cross-selling products and services, proactive personalized outreach, effective resolution of servicing issues, monitor and seek customer feedback, etc. Contributes to the bank's financial success by achieving targets for loan production, new account production, line of business referrals, and digital banking enrollment. DUTIES & RESPONSIBILITIES: Assists in the design, development and delivery of solutions that meet the customer's balance sheet management needs while providing expert service and highly personalized interaction. Ensure that active top clients are being identified and actively communicated with Day to day duties and responsibilities may differ from banker to banker depending on several variables, including (but not limited to) years of experience, complement of customers serviced, banking services and options of various customers and customer's needs. Connects customers across all lines of business of Bravera Build effective relationships with internal/external stakeholders. Ensures alignment between stakeholders. (10-30%) New Business Development- Proactively acquire new affluent consumer and small business customers, particularly new to bank Deposit Relationships Proactively develop external networks for referral sources that generate prospects and create visibility in the marketplace Independently write and present professional quality proposals and respond to formal requests for proposals. (30-50%) Retention and Maintenance of Existing Customers- Consults with customers over the lifecycle of the relationship to uncover needs, educate, and advise on product and service alternatives that align with the customer's financial objectives. Manages the retention and expansion of customer relationships through a contact strategy (outreach and pre-planned appointments) and ongoing review the customer's financial needs Collect information directly from customers regarding income, assets, investments, and credit; analyze information to develop customized plans identifying banking options and services that will best meet customers' financial needs and goals Identify customer needs and goals for business, mortgage, retirement and investment services, then partner closely with partners in those areas. Ensure understanding and compliance with all Bank regulations, policies and procedures. (30-50%) Collaboration with Insurance, Wealth and Digital - Provide information to internal partners to further enhance the customer experience. Identify opportunities to leverage partners and connect customers with the appropriate partner or relationship manager to meet their needs. Partner with financial advisors to understand appropriate introductions to address the needs of customers with investment or retirement needs ADDITIONAL RESPONSIBILITIES: Provides day-to-day training and support to other employees; may include providing guidance on credit-related issues, specific customer issues and queries, and assistance with operational processes. Performs sales and service support activities to meet customer needs and maintain overall service levels. Collaborate with peers, and mentor junior team members, as part of a team to ensure delivery of superior customer service. Negotiates appropriate and profitable pricing using discretion where required to build a portfolio. Develops rapport and instills confidence with the customer to develop credibility and earn their trust. Must maintain a high level of confidentiality and professionalism regarding all employee and customer issues and information. Fully understand and adhere to current banking regulations, policies, and procedures related to digital banking compliance and overall safety and soundness. Responsible for promoting the organization in the community through participation in various civic and community events, activities, committees and organizations. The employee will adhere to all banking rules and regulations, including but not limited to the requirements of the Bank Secrecy Act. In addition, the employee will be proactive in the prevention of illegal activities, will vigilantly look for activities that may constitute any type of fraud including money laundering, and will report any suspicious activity to the BSA Officer. SUPERVISORY RESPONSIBILITIES: None. QUALIFICATIONS (KNOWLEDGE, SKILLS AND ABILITIES): Experience using strong business acumen to work with high income/high net worth clients and complex business relationships Well networked in respective market or willingness to develop the network Exceptional cross-functional collaboration & team skills; with a focus on cross-group collaboration In-depth knowledge of Personal and Commercial credit and non-credit products In-depth sales and customer service skills In-depth business development skills with successful track record Strong knowledge of Private Wealth products and services Ability to lead in-depth planning conversations Expert relationship management skills Experience: Education: Secondary education in Business, Finance, or a related field preferred 5+ years of customer service experience or equivalent demonstrated through one or a combination of the following: work experience, training, education 3+ years of experience building and maintaining effective relationships with customers and partners 3+ years of experience recommending products and services Prefer 3-5 years Retail or Business Banking experience; 1-2 years digital banking experience; 1-2 years of business development experience or a combination of Location Billings, MT Benefits To support this, we provide a competitive and rewarding compensation package which includes a competitive salary, incentive compensation opportunities, retirement plan with company match, health insurance, paid holidays, paid time off (PTO), paid community volunteer time and stock opportunities. As a learning organization, we are committed to investing in the growth and development of our team members, offering training opportunities and tuition reimbursement. Our Values Give and earn trust. We support and empower one another to earn trust through accountable performance. Learn, teach and mentor. We are a learning organization that invests in growth and development. Collaborate and innovate. We work together to drive continuous improvement to enhance your experience. Want to learn more about careers with Bravera? Go to bravera.bank/careers. #ForgeYourPath with us! Find us on Facebook, Instagram, X, LinkedIn, Youtube, and Tik Tok. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities. The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing or action, including an investigation conducted by the employer or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c).

Full-time Description Personal Banker Reports To: Retail Operations Supervisor FLSA: Non-Exempt The position of Personal Banker will open and service all types of deposit accounts and offer our products in person, via phone or other electronic communication in accordance with the organization's Mission Statement and Core Values. As a Personal Banker, you will provide exceptional customer service and build relationships with new and existing customers so as to be able to refer them to other team member(s) or department(s) for additional services. You will be expected to provide exceptional customer service to both external customers and internal team members while presenting a positive, get-it-done attitude. The position requires the ability to work within the community to develop business relationships. With time and experience, a Personal Banker will grow the Bank's loan and deposit portfolio through Consumer Lending. The position reports to the Retail Operations Supervisor. Essential Functions Work cooperatively and respectfully in a Team Environment with all Bank Team Members New Accounts Open deposit accounts and related products following procedures for reviewing, approving or denying applications for consumer and business customers Assist with closing accounts as requested by customer or Bank initiated closures; I.E. NSF, fraud, etc. Assist customers with online banking issues. Open, renew or redeem Certificates of Deposit. Assist with opening and servicing Health Savings Accounts (HSA) and Individual Retirement Accounts (IRA). Enter new account data and file maintenance into system. Look for opportunities to offer additional products and services to all customers. Issue Debit Cards, assist with customer inquiries, and research, resolve and maintain Debit card disputes. Complete scanning and/or electronic filing of account documentation daily or as needed. Assist with monthly reports. Assist customers with routine transactions such as address changes or stop payments. Assist customers with safe deposit box needs. Research and resolve customer inquiries. Be familiar with Bank's Online Banking, Merchant capture, Courtesy Pay (overdrafts) program and other services. Maintain knowledge of banking products and services. Provide exceptional customer service while maintaining knowledge of Bank policies and procedures, applicable laws and regulations/compliance requirements including but not limited to the Bank Secrecy Act, the Patriot Act and the Office of Foreign Assets Control. Lending: Work with new and existing customers to analyze needs, determine risks and to structure loans (Consumer, Rapid Reserve and Credit Cards). Follow procedures for approval and denial of Consumer Loans, Rapid Reserves and Credit Cards. Analyze financial and credit information. Ensure compliance and disclosure requirements are met. Present loans over-lending limit to appropriate lending officer for approval/authorization. Ensure completeness of proper lien filing. Offer and sell insurance (per license) and other bank products and services to include, but not limited to new accounts, merchant processing, deposit products, and technology enhancements such as online/mobile banking, Business Online Banking, Merchant Capture, etc. Develop and maintain file documentation, working any exceptions related to compliance or missing documentation. Collect delinquent payments, pursue legal remedies when necessary and as authorized by Loan Committee. Assist with collecting money owed for customer whose accounts are closed due to NSF. Look for opportunities to offer additional products and services to all customers. Meet Performance Plan goals within acceptable tolerances. Participate in the Bank's Call Program to develop business. Provide Quality Control feedback in regards to credit files so as to not exceed guidelines. Maintain knowledge of banking products and services. Provide exceptional customer service while maintaining knowledge of Bank policies and procedures, applicable laws and regulations/compliance requirements including but not limited to the Bank Secrecy Act, the Patriot Act and the Office of Foreign Assets Control. Follow loan policy and lending authority limits with no significant losses due to failure to adhere to Loan Policy. Additional Responsibilities: Must have the flexibility to work the open to close schedule by opening and clearing the bank for employees prior to bank hours and/or closing the bank at the end of the day. Complete required Bank training annually Greet customer and answer incoming phone calls Willing and able to work at any location as needed May be asked to review data input for quality control and scan documents into system Must be willing to complete other duties as assigned Serve as a member on at least one Bank Committee Participate in a minimum of two Heritage Club events annually Participate in two Highlander Cross Country or Track events annually Participate in two community events representing TRB (approved by manager) Skills and Competencies: Prior Banking experience preferred Minimum of one year customer service experience is required Must be Bondable Have or will obtain and maintain required licenses and certifications as necessary for the position Computer proficiency required - ability to use internet, email and Microsoft Office Word and Excel Must be able to conduct oneself in a manner that promotes trust in the individual and our organization Must maintain confidentiality at all times due to the nature of information about customers and transactions High attention to detail and accuracy Self-directed - be able to fulfill the responsibilities of the position with minimal supervision Must be able to prioritize and organize responsibilities to maximize productive results Physical Demands Normal office environment Extended PC viewing, keyboarding with periods of sedentary work May be required to stoop, kneel, stand, walk, talk, hear, reach with hands and arms May be required to occasionally lift/move up to 30 pounds The physical demands notes above are representative of those that must be met by an employee to successfully perform the essential function of the position. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

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 (************************************************* 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 Location(s): 350 N. Last Chance Gulch, Helena, MT 59601 Posting End Date: 17 Dec 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.

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 (************************************************* 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 Location(s): 350 N. Last Chance Gulch, Helena, MT 59601 Posting End Date: 10 Dec 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.

You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************

**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 (************************************************* 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 Location(s):** + **350 N. Last Chance Gulch, Helena, MT 59601** **Posting End Date:** 10 Dec 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. **Req Number:** R-508420

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 (************************************************* 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 Location(s): 2350 Hwy 93 North KALISPELL, MT 59901 Posting End Date: 4 Jan 2026 *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.

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 (************************************************* 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 Location: 1400 3rd St NWGreat Falls, MT 59404 Posting End Date: 15 Dec 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.

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 (************************************************* 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 Location(s): 2350 Hwy 93 North KALISPELL, MT 59901 Posting End Date: 4 Jan 2026 *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.

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 (************************************************* 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 Location(s): 2350 Hwy 93 North KALISPELL, MT 59901 Posting End Date: 4 Jan 2026 * 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.