Personal Banker North Lakewood

Wells Fargo Bank•Bradenton, FL
•Onsite

About The Position

Wells Fargo is seeking an Associate Personal Banker (SAFE) for its National Branch. This frontline position builds customer relationships through in-branch interactions, scheduled conversations, and proactive outreach. The banker learns about customers’ financial goals and connects them with suitable banking products, services, and digital tools. The role supports account openings, service requests, and credit applications while working with branch teammates to provide a consistent customer experience. Success requires relationship-building, sound judgment, and balancing customer service with business growth. Wells Fargo provides training and coaching to support career development 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 initiates the process after the start date. Loan Originators must meet LO/CFPB requirements and Wells Fargo standards for financial responsibility, character, fitness, and criminal background. A credit report may be reviewed, excluding the credit score, and ongoing screening may apply. The position is not eligible for Visa sponsorship. The posting location is 1815 Lakewood Ranch Blvd, Bradenton, Florida 34211. Spanish bilingual ability is preferred.

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.
  • Candidates must comply with applicable Wells Fargo policies and risk and compliance requirements.
  • The position is not eligible for Visa sponsorship.

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 through calls, emails, or other channels to support customer needs.
  • Comfort using digital tools and technology, ability to learn new systems quickly, and ability to guide customers in adopting banking 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 provide a seamless experience.
  • Ability to follow policies and regulations while identifying and escalating risk concerns.
  • Bilingual Spanish ability.

Responsibilities

  • Build lasting customer relationships through proactive conversations that support financial well-being and engagement.
  • Understand customer needs through discovery-driven conversations and connect customers with relevant banking products, services, and solutions.
  • Identify growth opportunities, promote solutions, and make appropriate referrals to meet customer and business goals.
  • Support everyday banking needs, including opening accounts, handling service requests, and supporting credit applications.
  • Handle cash and perform teller-line activities, processing transactions accurately and in accordance with compliance and operational standards.
  • Use 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 to support branch operations.
  • Follow applicable risk and compliance requirements, escalate concerns, and support timely remediation of issues.

Benefits

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