Personal Banker Bonita Bay

Wells Fargo•Bonita Springs, FL

3d•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 to help them manage their finances. The role supports account openings, service requests, and credit applications, while collaborating with branch teammates to provide a consistent, high-quality customer experience. Success requires relationship-building, sound judgment, and balancing service with growth. Wells Fargo provides training and coaching to support career growth and mobility. The position supports branch operations by flexing between cash handling and customer banking activities, with a focus on account openings and ongoing account support. The schedule includes Saturdays. SAFE registration is required at employment; Wells Fargo initiates the process after the start date. Loan originators must meet LO/CFPB requirements and Wells Fargo standards, and may be subject to credit review and ongoing screening. The position is not eligible for visa sponsorship.

Requirements

At least 6 months of experience interacting with customers, or equivalent experience demonstrated through work, 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 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, 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.
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 them to appropriate solutions, including referrals when additional expertise is needed.
Ability to collaborate with teammates and partners to resolve needs and deliver a seamless customer experience.
Ability to follow policies and regulations and identify and escalate risk concerns.

Responsibilities

Build lasting customer relationships through meaningful conversations and proactive outreach that support financial well-being.
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 compliance with operational standards.
Use and adopt digital tools and technologies to enhance the customer experience.
Deliver accurate, compliant service and exercise sound judgment within defined risk controls.
Coordinate with branch teammates to provide seamless handoffs to licensed bankers or other specialists.
Support branch operations by flexing between cash handling and customer banking activities.