Personal Banker Coleman Mount Pleasant SC

Wells Fargo•Mount Pleasant, SC

8d•Onsite

About The Position

Wells Fargo is seeking an Associate Personal Banker (SAFE) to join its National Branch in Coleman, Mount Pleasant, South Carolina. In this frontline role, the banker builds customer relationships through in-branch interactions, scheduled conversations, and proactive outreach, learns about customers’ goals, and connects them with relevant banking products, services, and digital tools. The role supports everyday banking needs, including account openings, service requests, and credit applications, while collaborating with branch teammates to deliver a consistent, high-quality customer experience. Success requires strong relationship-building, sound judgment, and the ability to balance service with growth. Wells Fargo provides training and coaching to support career growth and mobility. The position supports branch operations by flexing between cash handling and customer banking activities, with an emphasis on account openings and ongoing account support. The schedule includes Saturdays. SAFE registration is required at employment; Wells Fargo will initiate 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. 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, education, or a combination.
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.
The position is not eligible for visa sponsorship.

Nice To Haves

Prior experience in financial services or a highly regulated, customer-facing role, demonstrating comfort with structured processes, 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 confidence guiding 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 needs and deliver a seamless customer 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 them 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 on seamless handoffs to licensed bankers or other specialists so customers reach the right expertise.
Flex between cash-handling and customer-banking activities to support branch operations and ongoing account support.
Follow applicable risk and compliance programs, policies, and procedures; escalate and remediate issues appropriately.