Personal Banker Jacksonville Ponte Vedra

Wells Fargo Bank•Jacksonville, FL

2d•Onsite

About The Position

Wells Fargo is seeking an Associate Personal Banker (SAFE) to join its National Branch. In this frontline role, the banker builds customer relationships through in-branch interactions, scheduled conversations, and proactive outreach. The role involves learning customers’ goals and connecting them with banking products, services, and digital tools that support their financial needs. The banker supports account openings, service requests, and credit applications while collaborating with branch teammates to provide a consistent, high-quality customer experience. Success in the role depends on relationship building, sound judgment, and balancing customer service with business growth. The position offers a foundation for career development and mobility, supported by Wells Fargo training and coaching. The role requires working a schedule that includes Saturdays and flexing between cash handling and customer banking activities, with an emphasis on account openings and ongoing account support. SAFE registration is required at employment; Wells Fargo will initiate the process after the start date. The position is not eligible for Visa sponsorship. Loan Originators must meet applicable LO/CFPB requirements and Wells Fargo standards concerning financial responsibility, character, fitness, and criminal background. A credit report may be reviewed, excluding the credit score, and additional ongoing screening may apply.

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 policies, including 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, 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 confidence guiding customers in adopting helpful 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 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, accurately processing transactions while maintaining compliance and operational standards.
Use and adopt digital tools and technologies to enhance customer experience and support 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 specialists so customers can access appropriate expertise.
Support branch operations by flexing between cash handling and customer banking activities, including account openings and ongoing account support.