Personal Banker Citadel Mall Charleston SC

Wells Fargo Bank•Charleston, SC

5d•Onsite

About The Position

Wells Fargo is seeking an Associate Personal Banker (SAFE) to join its National Branch at Citadel Mall in Charleston, South Carolina. This frontline role builds customer relationships and supports everyday banking needs through in-branch interactions, scheduled conversations, and proactive outreach. The banker learns about customers’ goals and connects them with appropriate banking products, services, solutions, 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 requires 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 requires a schedule that includes Saturdays and flexibility 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 comply with Wells Fargo policies, including standards for 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 will initiate the process after the start date.
Loan Originators must meet LO/CFPB requirements and applicable Wells Fargo policies, including financial responsibility, character, fitness, and criminal-background standards.
Ability to follow policies and regulations and identify and escalate risk concerns.
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 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 ways to support customer needs.
Comfort using digital tools and technology, ability to learn new systems quickly, and confidence guiding customers in adopting relevant capabilities.
Ability to identify customer needs and connect customers with 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.

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 opening accounts, processing service requests, and handling credit applications.
Perform cash handling and teller-line activities, processing transactions accurately and 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 and exercise sound judgment within defined risk controls.
Collaborate with branch teammates and coordinate handoffs to licensed bankers or other specialists so customers reach the appropriate expertise.
Flex between cash handling and customer banking activities and support account openings and ongoing account service.
Follow applicable risk and compliance policies and procedures, fulfill risk obligations, and escalate and remediate issues in a timely and effective manner.