Personal Banker Derita

Wells Fargo•Charlotte, NC

6d•Onsite

About The Position

Wells Fargo is hiring an Associate Personal Banker (SAFE) for its National Branch. This frontline role builds customer relationships through in-branch interactions, scheduled conversations, and proactive outreach. The banker learns about customers’ goals and connects them with suitable banking products, services, and digital tools to help them manage their finances. The role supports account openings, service requests, and credit applications, and works with branch teammates to provide a consistent, high-quality customer experience. It combines customer service and relationship building with branch growth, sound judgment, and compliance responsibilities. Wells Fargo provides training and coaching to support career growth and mobility. The position is based at 2610 W Sugar Creek Road, Charlotte, NC 28262. The schedule includes Saturdays. SAFE registration is required at the time of employment; Wells Fargo will initiate the process after the employee’s start date. Loan Originators must meet applicable LO/CFPB requirements and Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background. A credit report may be reviewed, excluding the credit score, and additional ongoing screening may apply. Visa sponsorship is not available.

Requirements

At least 6 months of experience interacting with customers, or equivalent demonstrated through work experience, training, military experience, 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 comply with Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background.
Must comply with applicable risk programs, policies, and procedures and appropriately identify and escalate risk or compliance issues.

Nice To Haves

Prior experience in financial services or 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 opportunities to support customer needs.
Comfort using 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 customers 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 conversations that support financial well-being and deepen engagement.
Conduct discovery-driven 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 meeting compliance and operational standards.
Use and adopt digital tools and technologies to enhance the customer experience and support changing banking needs.
Deliver accurate, compliant service and exercise sound judgment within defined risk controls.
Collaborate with branch teammates to coordinate handoffs to licensed bankers or other specialists.
Flex between cash handling and customer banking activities, with a focus on account openings and ongoing account support.
Follow applicable risk programs, Wells Fargo policies, and procedures; escalate and remediate issues appropriately.