Personal Banker Florence Main

Wells Fargo•Florence, SC
•Onsite

About The Position

Wells Fargo is seeking an Associate Personal Banker (SAFE) to join its National Branch. In this frontline role, the Associate Personal Banker builds customer relationships by supporting everyday banking needs through in-branch interactions, scheduled conversations, and proactive outreach. The role involves understanding customers’ goals and connecting them with appropriate banking products, services, and digital tools to help them manage their finances. The Associate Personal Banker supports account openings, service requests, and credit applications while working with branch teammates to provide a consistent, high-quality customer experience. The role balances customer service and business growth through relationship building, sound judgment, and compliance with risk controls. Wells Fargo provides training and coaching to support career growth and mobility.

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 policies, including standards related to financial responsibility, character, fitness, and criminal background. A credit report may be reviewed, excluding credit score, and additional ongoing screening may apply.

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 opportunities to support customer needs.
  • Comfort with digital tools and technology, ability to learn new systems quickly, 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 conversations that support financial well-being and deepen engagement.
  • 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.
  • Handle cash and perform 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 and exercise sound judgment within defined risk controls.
  • Coordinate with branch teammates to ensure seamless handoffs to licensed bankers or other specialists.
  • Flex between cash-handling and customer-banking activities to support branch operations, with an emphasis on account openings and ongoing account support.

Benefits

  • Robust benefits
  • Competitive compensation
  • Programs designed to support work-life balance and well-being
  • Training and coaching to support career growth and mobility
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