Personal Banker Greater Woodlands

Wells Fargo Bank•The Woodlands, TX

11d•Onsite

About The Position

Wells Fargo is seeking an Associate Personal Banker (SAFE) to join its National Branch. This frontline role builds customer relationships by supporting everyday banking needs through in-branch interactions, scheduled conversations, and proactive outreach. The banker learns about customers’ goals and connects them with relevant banking products, services, and digital tools. The role supports account openings, service requests, and credit applications while working with branch teammates to deliver a consistent, high-quality customer experience. Success depends on relationship building, sound judgment, and balancing customer service with growth. Wells Fargo provides training and coaching to support long-term career growth and mobility. The role requires working a schedule that includes Saturdays and flexing between cash handling and customer banking activities, with an emphasis on account openings and ongoing account support. SAFE registration is required at the time of employment; Wells Fargo will initiate the process after the start date. Loan Originators must meet LO/CFPB requirements and Wells Fargo policies regarding financial responsibility, character, fitness, and criminal background. A credit report may be reviewed, excluding credit score, and additional ongoing screening may apply. The position is not eligible for Visa sponsorship. Posting locations are in Alden Bridge, Hannover Woods, Kuykendahl and Woodlands Parkway, Kuykendahl, Market Street, South Magnolia Parkway, Spring, Woodlands Parkway, and Woodlands. Not all locations may be available.

Requirements

At least 6 months of experience interacting with customers, or equivalent demonstrated through work experience, training, military experience, or education.
SAFE registration is required at the time of employment; Wells Fargo will initiate the process after the start date.
Ability to work a schedule that includes Saturdays.
Loan Originators must meet LO/CFPB requirements and comply with Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background.
Follow applicable policies and regulations and appropriately identify and escalate risk concerns.

Nice To Haves

Prior experience in financial services or a highly regulated, customer-facing role, with comfort following structured processes and accuracy and service expectations.
Experience building trust-based customer relationships through active listening, follow-up, and consistent engagement.
Comfort initiating outreach by calls, emails, or other channels to strengthen relationships and identify ways to support customer needs.
Comfort with digital tools and technology, ability to quickly learn new systems, and ability to guide customers in adopting useful capabilities.
Ability to identify customer needs and connect them to appropriate solutions, including referrals when additional expertise is needed.
Ability to collaborate with teammates and partners to resolve customer needs and deliver a seamless experience.
Ability to follow policies and regulations while identifying and escalating risk concerns.

Responsibilities

Build lasting customer relationships through proactive, meaningful conversations that support financial well-being and deepen engagement.
Lead discovery-driven conversations to understand customer needs and connect customers with relevant banking products, services, and solutions.
Identify opportunities, promote solutions, and make appropriate referrals to meet customer and business goals.
Support everyday banking needs, including new account openings, service requests, and credit applications.
Perform cash handling and teller-line activities, accurately processing transactions while maintaining compliance and operational standards.
Use and adopt digital tools and technologies to enhance the customer experience and support evolving banking needs.
Deliver accurate, compliant service while exercising sound judgment within defined risk controls.
Collaborate with branch teammates to coordinate handoffs to licensed bankers or other specialists and connect customers to the right expertise.
Work a schedule that includes Saturdays and flex between cash handling and customer banking activities.