Personal Banker Lake Sumter District

Wells Fargo•Clermont, FL

2d•Onsite

About The Position

Wells Fargo is seeking an Associate Personal Banker (SAFE) to join 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 suitable banking products, services, and digital tools to help them manage their finances. The role supports account openings, service requests, and credit applications, and works with branch teammates to provide a consistent, high-quality customer experience. It combines relationship building and growth with accurate, compliant service and sound judgment. The position offers a foundation for career growth and mobility, supported by Wells Fargo training and coaching. 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. Loan Originators must meet LO/CFPB requirements and Wells Fargo policies concerning 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 initiates the process after the start date.
Loan Originators must meet LO/CFPB requirements and comply with Wells Fargo policies concerning financial responsibility, character, fitness, and criminal background.
The position is not eligible for visa sponsorship.

Nice To Haves

Prior experience in financial services or a highly regulated, customer-facing role, demonstrating comfort with structured processes, 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 capabilities that enhance their banking experience.
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 while identifying and escalating risk concerns.

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 new account openings, service requests, and credit applications.
Perform cash handling and teller-line activities, accurately processing transactions while maintaining compliance and operational standards.
Use and adopt digital tools and technologies to enhance customer experience and support evolving banking needs.
Deliver accurate, compliant service while exercising sound judgment within defined risk controls.
Collaborate with branch teammates to coordinate seamless handoffs to licensed bankers or other specialists.
Flex between cash handling and customer banking activities, supporting account openings and ongoing account service.
Follow applicable risk and compliance programs, policies, and procedures; identify and escalate concerns and remediate issues appropriately.