Personal Banker 17th St Ocala

Wells Fargo Bank•Ocala, FL

1d•Onsite

About The Position

Wells Fargo is seeking an Associate Personal Banker (SAFE) for its National Branch in Ocala, Florida. In this frontline role, you will build customer relationships through in-branch interactions, scheduled conversations, and proactive outreach. You will learn about customers’ goals and connect them with relevant banking products, services, and digital tools. You will support account openings, service requests, and credit applications while working with branch teammates to provide a consistent, high-quality customer experience. Success in the role requires strong relationship-building skills, sound judgment, and the ability to balance customer service with growth. Wells Fargo provides training and coaching to support career growth and mobility. The schedule will include Saturdays. The role flexes between cash handling and customer banking activities, with an emphasis on service through account openings and ongoing account support. 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 standards related to 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. The posting location is 2001 SW 17th St, Ocala, Florida.

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 initiates the registration process after the start date.
Loan Originators must meet LO/CFPB requirements and comply with Wells Fargo policies and 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, 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 using digital tools and technology, ability to learn new systems quickly, and confidence guiding customers in adopting helpful 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 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.
Understand customer needs and connect customers with relevant banking products, services, and solutions.
Identify opportunities, promote solutions, and make appropriate referrals to support 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 accordance with 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 and coordinate handoffs to licensed bankers or other specialists.
Follow applicable risk and compliance programs, policies, and procedures; identify, escalate, and remediate issues appropriately.