Personal Banker Palm Beach Lakes

Wells Fargo Bank•Palm Beach, FL

7d•Onsite

About The Position

Wells Fargo is seeking an Associate Personal Banker (SAFE) to join its National Branch in a frontline role. The banker builds customer relationships through in-branch interactions, scheduled conversations, and proactive outreach, learning about customers’ goals and connecting them with appropriate banking products, services, and digital tools. The role supports account openings, service requests, and credit applications while coordinating with branch teammates to provide a consistent, high-quality customer experience. Success depends on relationship building, sound judgment, and balancing customer service with business growth. 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-line transactions. The schedule includes Saturdays, and the role flexes 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 initiates the process after the start date. Loan Originators must meet LO/CFPB requirements and applicable Wells Fargo standards, including financial responsibility, character, fitness, and criminal-background requirements. A credit report may be reviewed, excluding 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 experience 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 comply with Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background.
The role 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 through calls, emails, or other channels to strengthen relationships and identify opportunities to support customer needs.
Comfort using digital tools and technology, ability to quickly learn new systems, 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 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 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, accurately processing transactions while maintaining compliance and operational standards.
Use and adopt digital tools and technologies to enhance customer experience and support evolving 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; escalate and remediate issues appropriately.