Personal Banker at Riverpark

Wells Fargo•Sugar Land, TX
•Onsite

About The Position

Wells Fargo is seeking an Associate Personal Banker (SAFE) for its National Branch. In this frontline role, the banker builds customer relationships and supports 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 role supports account openings, service requests, and credit applications, and works closely with branch teammates to provide a consistent, high-quality customer experience. It requires balancing customer service and growth while exercising sound judgment and following risk controls. Wells Fargo provides training and coaching to support career development and mobility.

Requirements

  • At least 6 months of experience interacting with customers, or equivalent experience demonstrated through work, training, military experience, or education.
  • SAFE registration is required at the time of employment; Wells Fargo will initiate the registration process after the start date.
  • Ability to work a schedule that includes Saturdays.
  • Loan Originators must meet LO/CFPB requirements and Wells Fargo 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, 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 opportunities to support customer needs.
  • Comfort with digital tools and technology, ability to learn new systems quickly, and ability to guide customers in adopting helpful banking capabilities.
  • Ability to identify customer needs and connect customers with 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 and identify and escalate risk concerns.

Responsibilities

  • Build lasting customer relationships through proactive conversations that support financial well-being and deepen engagement.
  • Conduct 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 new account openings, service requests, and credit applications.
  • Handle cash and perform teller-line activities, processing transactions accurately and maintaining compliance and operational standards.
  • Use and adopt digital tools and technologies to enhance the customer experience and respond to evolving banking needs.
  • Provide accurate, compliant service and exercise sound judgment within defined risk controls.
  • Coordinate with branch teammates and arrange 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; monitor and escalate risks or issues as appropriate.

Benefits

  • Robust benefits
  • Competitive compensation
  • Programs designed to support work-life balance and well-being
  • Training and coaching
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