Personal Banker Bonita Bay

Wells Fargo•Bonita Springs, FL

5d•Onsite

About The Position

Wells Fargo is seeking an Associate Personal Banker (SAFE) for its National Branch. This frontline position builds customer relationships and supports everyday banking 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 role supports account openings, service requests, and credit applications while collaborating with branch teammates to provide a consistent, high-quality customer experience. It combines customer service and growth activities and requires sound judgment, accurate and compliant service, and adherence to risk controls. Wells Fargo provides training and coaching to support career growth and mobility. The position is based at 26791 Tamiami Trail, Bonita Springs, Florida. The schedule includes Saturdays, and the employee may flex between cash handling and customer banking activities. SAFE registration is required at employment; Wells Fargo initiates the process after the start date. Loan Originators must meet applicable LO/CFPB requirements and Wells Fargo standards. The position is not eligible for visa sponsorship.

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 Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background.
The position is not eligible for visa sponsorship.

Nice To Haves

Prior experience in financial services or another highly regulated, customer-facing role, with comfort following structured processes and 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 customers.
Comfort using 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 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 meaningful conversations and proactive outreach that support financial well-being.
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 new account openings, service requests, and credit applications.
Handle cash and perform teller-line activities, accurately processing transactions in accordance with compliance and operational standards.
Use digital tools and technologies to enhance customer experience and support banking needs.
Deliver accurate, compliant service while exercising sound judgment within defined risk controls.
Coordinate with branch teammates and make seamless handoffs to licensed bankers or other specialists.
Flex between cash handling and customer banking activities to support branch operations.
Follow applicable risk and compliance programs, policies, and procedures; identify, escalate, and remediate issues as appropriate.