Personal Banker Ashley Plaza Charleston SC

Wells Fargo•Charleston, SC

10d•Onsite

About The Position

Wells Fargo is seeking an Associate Personal Banker (SAFE) for its National Branch at Ashley Plaza in Charleston, South Carolina. 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 appropriate banking products, services, and digital tools to help them manage their finances. The position supports account openings, service requests, and credit applications while working with branch teammates to provide a consistent, high-quality customer experience. The role combines relationship building and customer service with branch growth, sound judgment, and compliance with operational and risk controls. 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 the time of employment; Wells Fargo will initiate the process after the start date. Loan Originators must meet LO/CFPB requirements and Wells Fargo standards relating to financial responsibility, character, fitness, and criminal background. A credit report may be reviewed, excluding the credit score, and additional ongoing screening may apply. Visa sponsorship is not available for this position.

Requirements

At least 6 months of experience interacting with customers, or equivalent demonstrated through work experience, training, military experience, or education.
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 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, 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 helpful 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 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 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, accurately processing transactions while maintaining compliance and operational standards.
Use and adopt digital tools and technologies to enhance the customer experience and support evolving banking needs.
Deliver accurate, compliant service while exercising sound judgment within defined risk controls.
Collaborate with branch teammates and coordinate 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 programs, policies, procedures, and compliance obligations; escalate and remediate issues appropriately.