Personal Banker-Key Largo, FL

Wells Fargo Bank•Largo, FL
•Onsite

About The Position

Wells Fargo is seeking an Associate Personal Banker (SAFE) for its National Branch in Key Largo, Florida. 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 relevant 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. Success requires relationship-building skills, sound judgment, and the ability to balance service with growth. Wells Fargo provides training and coaching to support career growth and mobility. The role supports everyday banking needs and branch operations, flexing between cash handling and customer banking activities, with an emphasis on account openings and ongoing account support. The work schedule will include Saturdays. SAFE registration is required at employment, and Wells Fargo will initiate the process after the employee’s start date. Loan Originators must meet LO/CFPB requirements and Wells Fargo policies, including financial responsibility, character, fitness, and criminal background standards. A credit report may be reviewed, excluding 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 will initiate 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.
  • Ability to comply with applicable policies, regulations, and risk and compliance obligations.

Nice To Haves

  • Prior experience in financial services or a 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 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 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.
  • Ability to follow policies and regulations while identifying and escalating risk concerns.
  • Spanish-speaking bilingual ability.

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 support branch growth and 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 the 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 handoffs to licensed bankers or other specialists so customers are connected to appropriate expertise.
  • Flex between cash handling and customer banking activities to support branch operations and account support.
  • Follow applicable risk and compliance programs, policies, and procedures; identify and escalate risk concerns and remediate issues in a timely and effective manner.
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