Personal Banker Katy Main

Wells Fargo•Katy, TX

1d•Onsite

About The Position

Wells Fargo is hiring an Associate Personal Banker (SAFE) for its National Branch in Katy, Texas. 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 to help them manage their finances. The role supports account openings, service requests, and credit applications, and includes cash handling and teller-line activities. The Associate Personal Banker works with branch teammates to provide a consistent customer experience, make appropriate referrals, and connect customers with licensed bankers or other specialists when needed. Success requires relationship-building, sound judgment, accurate and compliant service, and balancing customer service with branch growth. Wells Fargo provides training and coaching to support career development and mobility. The schedule includes Saturdays, and the employee must flex between cash handling and customer banking activities. SAFE registration is required at the time of employment; Wells Fargo initiates the process after the start date. Loan Originator requirements and Wells Fargo screening standards apply. The position is not eligible for visa sponsorship. The posting location is 5622 3rd Street, Katy, TX 77493.

Requirements

At least 6 months of experience interacting with customers, or equivalent demonstrated through work experience, training, military experience, or education.
Ability to work a schedule that includes Saturdays.
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 standards related to financial responsibility, character, fitness, and criminal background.
Ability to follow applicable policies and regulations, identify and escalate risk concerns, and make sound risk decisions.

Nice To Haves

Prior financial-services experience or experience in a highly regulated, customer-facing role, with comfort following structured processes and meeting 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 learn new systems quickly, and ability to guide customers in adopting relevant capabilities.
Ability to identify customer needs and connect them with appropriate solutions, including referrals when additional expertise is needed.
Proven ability to collaborate with teammates and partners to resolve customer needs and provide a seamless experience.

Responsibilities

Build lasting customer relationships through proactive conversations that support financial well-being and engagement.
Lead discovery conversations to understand customer needs and connect them with relevant banking products, services, and solutions.
Identify opportunities, promote solutions, and make appropriate referrals to support customer and business goals.
Support everyday banking needs, including new account openings, service requests, and credit applications.
Handle cash and perform teller-line activities, processing transactions accurately and in accordance with compliance and operational standards.
Use and adopt digital tools and technologies to enhance customer experiences and meet evolving banking needs.
Deliver accurate, compliant service and exercise sound judgment within defined risk controls.
Coordinate with branch teammates and arrange handoffs to licensed bankers or other specialists as appropriate.
Flex between cash handling and customer banking activities, with emphasis on account openings and ongoing account support.
Follow applicable risk and compliance policies and procedures, escalate concerns, and support remediation of issues.