Personal Banker Marbach

Wells Fargo•San Antonio, TX

6d•Onsite

About The Position

Wells Fargo is seeking an Associate Personal Banker (SAFE) for its National Branch in San Antonio, Texas. 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. The role supports account openings, service requests, and credit applications, and works with branch teammates to provide a consistent, high-quality customer experience. It involves balancing customer service with growth, exercising sound judgment within risk controls, and providing accurate, compliant service. Wells Fargo provides training and coaching to support career growth and mobility. The schedule will include Saturdays. The employee 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. This 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.
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 by calls, emails, or other channels to strengthen relationships and identify opportunities to support customer needs.
Comfort with digital tools and technology, ability to learn new systems quickly, and confidence guiding customers in adopting useful 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 provide a seamless experience.
Ability to follow policies and regulations while identifying and escalating risk concerns.

Responsibilities

Build lasting customer relationships through meaningful conversations that support financial well-being and engagement.
Conduct discovery-driven conversations to 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.
Handle cash and perform teller-line activities, processing transactions accurately and maintaining 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, including account openings and ongoing account support.
Follow applicable risk and compliance programs, policies, and procedures; escalate and remediate issues appropriately.