Personal Banker Sarasota City Center

Wells Fargo Bank•Sarasota, FL

5d•Onsite

About The Position

Wells Fargo is seeking an Associate Personal Banker (SAFE) to join its National Branch at the Sarasota City Center location. In this frontline role, the banker builds customer relationships through in-branch interactions, scheduled conversations, and proactive outreach. The banker learns about customers’ goals and connects them with banking products, services, and digital tools to help them manage their finances. The role supports account openings, service requests, and credit applications while working with branch teammates to deliver a consistent 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 supports branch operations by flexing between cash handling and customer banking activities, with an emphasis on account openings and ongoing account support. A schedule that includes Saturdays is expected. 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 financial responsibility, character, fitness, and background standards. 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 Wells Fargo policies concerning financial responsibility, character, fitness, and criminal background.
Ability to follow policies and regulations, identify and escalate risk concerns, and make sound risk decisions.
The 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 phone, email, 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 them to appropriate solutions, including referrals when additional expertise is needed.
Proven ability to collaborate with teammates and partners to resolve customer needs and deliver a seamless experience.

Responsibilities

Build 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 support 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, accurately processing transactions in accordance with compliance and operational standards.
Use and adopt digital tools and technologies to enhance customer experience and support banking needs.
Deliver accurate, compliant service and exercise sound judgment within defined risk controls.
Coordinate with branch teammates to ensure seamless handoffs to licensed bankers or other specialists.
Flex between cash handling and customer banking activities to support branch operations.
Follow applicable risk and compliance requirements, and escalate or remediate issues as appropriate.