Personal Banker Big Bend Florida

Wells Fargo Bank•Panama City, FL
•Onsite

About The Position

Wells Fargo is seeking an Associate Personal Banker (SAFE) for its National Branch. This frontline role builds customer relationships by supporting everyday banking needs 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. The role supports account openings, service requests, and credit applications while working with branch teammates to deliver a consistent, high-quality customer experience. Success depends on relationship building, sound judgment, and balancing customer service with growth. Wells Fargo provides training and coaching to support career growth and mobility. The role also 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, and Wells Fargo initiates the process after the start date. Loan originators must meet LO/CFPB requirements and comply with Wells Fargo standards regarding financial responsibility, character, fitness, and criminal background. A credit report may be reviewed, without including 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, or education.
  • 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 comply with Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background.

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, such as calls or emails, 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 relevant 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, 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.
  • Perform cash handling and teller-line activities, processing transactions accurately 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 while exercising sound judgment within defined risk controls.
  • Collaborate with branch teammates to coordinate seamless handoffs to licensed bankers or other specialists.
  • Flex between cash handling and customer banking activities to support branch operations.
  • Work a schedule that includes Saturdays.

Benefits

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