Personal Banker Miromar

Wells Fargo•Estero, FL

3d•Onsite

About The Position

Wells Fargo is seeking an Associate Personal Banker (SAFE) to join its National Branch Network in a frontline role. The position builds customer relationships through in-branch interactions, scheduled conversations, and proactive outreach, helping customers understand their goals and connect with appropriate banking products, services, and digital tools. The role supports account openings, service requests, and credit applications, and works with branch teammates to deliver a consistent, high-quality customer experience. Strong relationship building, sound judgment, and balancing service with growth are central to success. Wells Fargo provides training and coaching to support career growth and mobility. The position supports everyday banking and branch operations, including cash handling and teller activities, with an emphasis on customer service, account openings, and ongoing account support. The schedule includes Saturdays. SAFE registration is required at employment; Wells Fargo initiates the process after the employee's start date. Loan originators must meet LO/CFPB requirements and comply with 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. 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 of these.
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 Wells Fargo standards concerning 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 customers.
Comfort with digital tools and technology, ability to learn new systems quickly, and ability to guide customers in adopting useful 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 provide 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.
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 support branch growth and 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 following compliance and operational standards.
Use and adopt digital tools and technologies to enhance customer experience and support changing 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.
Flex between cash handling and customer banking activities to support branch operations.
Follow applicable risk and compliance programs, policies, and procedures; identify, escalate, and remediate issues as appropriate.