About The Position

Wells Fargo is seeking an Associate Personal Banker (SAFE) for its National Branch in Jupiter, Florida. 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 relevant 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 deliver a consistent, high-quality customer experience. It combines customer service and relationship building with branch growth, sound judgment, and adherence to risk controls. Wells Fargo provides training and coaching to support career development and mobility. SAFE registration is required at employment, and Wells Fargo initiates the process after the employee’s start date. The position is not eligible for visa sponsorship.

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.
  • Must take and pass the required language assessment.
  • SAFE registration is required at the time of employment; Wells Fargo initiates the process after the start date.
  • Loan Originators must meet LO/CFPB requirements and Wells Fargo policies concerning financial responsibility, character, fitness, and criminal background. A credit report may be reviewed, excluding the credit score, and additional ongoing screening may apply.

Nice To Haves

  • Bilingual Spanish/English speaking and listening skills are preferred.
  • 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 with digital tools and technology, and ability to learn systems quickly and guide customers in adopting useful capabilities.
  • Ability to identify customer needs and connect customers with 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 customers with relevant banking products, services, and solutions.
  • Identify opportunities, promote solutions, and make appropriate referrals to support branch growth and 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 compliance with 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.
  • Coordinate with branch teammates to provide seamless handoffs to licensed bankers or other specialists.
  • Support branch operations by flexing between cash handling and customer banking activities, with an emphasis on account openings and ongoing account support.
  • Follow applicable risk and compliance policies and procedures, and escalate and remediate issues as appropriate.

Benefits

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