Personal Banker Murdock

Wells Fargo & Company•Port Charlotte, FL

9d•Onsite

About The Position

Wells Fargo is hiring an Associate Personal Banker (SAFE) for its National Branch in Port Charlotte, Florida. This frontline role builds customer relationships through in-branch interactions, scheduled conversations, and proactive outreach. The banker learns customers’ goals and connects them with appropriate banking products, services, solutions, and digital tools to help them manage their finances. The role supports account openings, service requests, and credit applications while working with branch teammates to provide a consistent, high-quality customer experience. It combines customer service and relationship building with branch growth, cash handling, and teller activities, while requiring sound judgment and compliance with operational and risk controls. Wells Fargo provides training and coaching to support career growth and mobility. The schedule includes Saturdays. The employee must obtain SAFE registration; 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 for financial responsibility, character, fitness, and criminal background. A credit report may be reviewed, excluding the 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, 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.
The position is not eligible for visa sponsorship.

Nice To Haves

Prior experience in financial services or a 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 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 customers 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.

Responsibilities

Build lasting customer relationships through meaningful conversations and proactive outreach 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 support customer and business goals.
Support everyday banking needs, including opening new accounts, handling service requests, and supporting credit applications.
Perform cash handling and teller-line activities, processing transactions accurately while maintaining compliance and operational standards.
Use and adopt digital tools and technologies to enhance customer experience and support changing banking needs.
Deliver accurate, compliant service and exercise sound judgment within defined risk controls.
Coordinate with branch teammates to provide seamless handoffs to licensed bankers or other specialists.
Flex between cash handling and customer banking activities to support branch operations, account openings, and ongoing account support.
Follow applicable risk and compliance requirements, escalate concerns, and support remediation of issues.