Personal Banker Lake Worth

Wells Fargo•Lake Worth, FL

1d•Onsite

About The Position

Wells Fargo is seeking an Associate Personal Banker (SAFE) to join its National Branch in Lake Worth, Florida. This frontline position builds customer relationships through in-branch interactions, scheduled conversations, and proactive outreach. The banker learns about customers’ goals and connects them to appropriate banking products, services, and digital tools. The role supports account openings, service requests, and credit applications while collaborating with branch teammates to provide a consistent, high-quality customer experience. Strong relationship building, sound judgment, and balancing customer service with business growth are central to success. Wells Fargo provides training and coaching to support career growth and mobility. The role requires Saturday availability, a passed language assessment, and SAFE registration at employment; Wells Fargo initiates the registration process after the employee starts. Loan Originators must meet LO/CFPB requirements and Wells Fargo policies, including applicable standards for financial responsibility, character, fitness, and criminal background. Credit reports may be reviewed, 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.
Bilingual speaking and listening proficiency in Spanish and English.
Ability to work a schedule that includes Saturdays.
Must take and pass the required language assessment.
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 applicable Wells Fargo policies and standards, including financial responsibility, character, fitness, and criminal background requirements.

Nice To Haves

Prior experience in financial services or another 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 customer needs.
Comfort using digital tools and technology, ability to learn new systems quickly, and confidence guiding customers in adopting useful banking capabilities.
Ability to identify customer needs and connect them to appropriate solutions, including referrals to specialists when needed.
Proven 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 meaningful conversations that support financial well-being and 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, processing transactions accurately and in accordance with compliance and operational standards.
Use and adopt digital tools and technologies to improve the customer experience and respond to changing banking needs.
Deliver accurate, compliant service and exercise sound judgment within defined risk controls.
Collaborate with branch teammates to arrange seamless handoffs to licensed bankers or specialists.
Flex between cash handling and customer banking activities, with an emphasis on account openings and ongoing account support.
Follow applicable risk and compliance programs, policies, and procedures; identify, escalate, and remediate issues as appropriate.