Associate Personal Banker Dunn Commons

Wells Fargo Bank•Charlotte, NC

16h•Onsite

About The Position

Wells Fargo is seeking an Associate Personal Banker (SAFE) to join its National Branch. This frontline role builds customer relationships 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. The position supports account openings, service requests, and credit applications while collaborating with branch teammates to deliver a consistent, high-quality customer experience. Success requires relationship-building skills, sound judgment, and balancing customer service with business growth. Wells Fargo provides training and coaching to support career growth and mobility. The role flexes between cash handling and customer banking activities, with emphasis on account openings and ongoing account support. The schedule includes Saturdays. 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 company standards concerning financial responsibility, character, fitness, and criminal background. A credit report may be reviewed, excluding credit score, and additional ongoing screening may apply. The position is not eligible for visa sponsorship. The branch is located at 10210 Couloak Dr, Charlotte, NC 28216.

Requirements

At least 6 months of experience interacting with customers, or equivalent experience demonstrated through work, training, military experience, or education.
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 comply with Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background.
Ability to follow policies and regulations and identify and escalate risk concerns.

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, including the ability to learn new systems and guide customers in adopting relevant 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 customer needs and deliver a seamless experience.
Demonstrated 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.
Understand customer needs through discovery conversations 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 processing 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 the customer experience and support banking needs.
Deliver accurate, compliant service while exercising sound judgment within defined risk controls.
Coordinate with branch teammates and provide seamless handoffs to licensed bankers or other 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; escalate and remediate issues as appropriate.