Personal Banker East Metro Orlando

Wells Fargo•Winter Springs, FL

3d•Onsite

About The Position

Wells Fargo is seeking an Associate Personal Banker (SAFE) to join its National Branch in the East Metro Orlando area. This frontline role builds customer relationships through in-branch interactions, scheduled conversations, and proactive outreach. The banker learns about customers’ financial goals and connects them with appropriate banking products, services, and digital tools. The position supports account openings, service requests, and credit applications, while partnering with branch teammates to deliver a consistent, high-quality customer experience. Responsibilities also include cash handling and teller-line activities, accurate and compliant service, and coordination of handoffs to licensed bankers or other specialists. The role requires SAFE registration at the time of employment; Wells Fargo initiates the registration process after the employment start date. 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.
Must take and pass the required language assessment.
SAFE registration is required at the time of employment.
Successful candidates must meet ongoing regulatory requirements, including additional screening if necessary.
Loan Originator qualification requirements include applicable financial responsibility, character, general financial fitness, and criminal background standards; a current credit report is used to assess financial responsibility and credit fitness, but a credit score is not included in the evaluation.

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 through calls, emails, or other channels to strengthen relationships and identify opportunities to support customer needs.
Comfort using digital tools and technology, ability to learn new systems quickly, and confidence guiding customers in adopting helpful banking 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.

Responsibilities

Build customer relationships through proactive conversations that support financial well-being and deepen engagement.
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.
Perform cash handling and teller-line activities, accurately processing transactions in accordance with 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.
Collaborate with branch teammates and coordinate handoffs to licensed bankers or other specialists.
Flex between cash handling and customer banking activities to support branch operations and account services.
Follow applicable policies and procedures, fulfill risk and compliance obligations, and escalate and remediate issues appropriately.