Personal Banker Beach Blvd Jacksonville FL

Wells Fargo Bank•Jacksonville, FL

3d•Onsite

About The Position

Wells Fargo is hiring an Associate Personal Banker (SAFE) for its National Branch. In this frontline position, you will build customer relationships through in-branch interactions, scheduled conversations, and proactive outreach. You will learn about customers’ goals and connect them with appropriate 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. The role balances customer service and business growth and offers training and coaching to support career development. The position is based at the Beach Boulevard branch in Jacksonville, Florida. The schedule includes Saturdays. You will flex 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 will initiate the process after the start date. Loan Originators must satisfy applicable LO/CFPB requirements and Wells Fargo standards concerning financial responsibility, character, fitness, and background screening. A credit report may be reviewed, without 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 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.
The position is not eligible for visa sponsorship.

Nice To Haves

Prior financial-services experience or experience in a highly regulated, customer-facing role, with comfort following structured processes and meeting accuracy and service expectations.
Ability to build 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 with digital tools and technology, ability to learn new systems quickly, and ability to guide customers in adopting relevant 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 deliver a seamless experience.
Ability to follow policies and regulations and identify and escalate risk concerns.

Responsibilities

Build lasting customer relationships through proactive conversations that support financial well-being and deepen engagement.
Understand customer needs through discovery-driven conversations and connect customers 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 opening accounts, handling service requests, and assisting with 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.
Provide accurate, compliant service and exercise sound judgment within defined risk controls.
Coordinate with branch teammates and make seamless handoffs to licensed bankers or other specialists.
Flex between cash-handling and customer-banking activities, including account openings and ongoing account support.
Follow applicable policies and procedures, meet risk and compliance obligations, and escalate and remediate issues effectively.