Personal Banker Poinciana

Wells Fargo•Kissimmee, FL

4d•Onsite

About The Position

Wells Fargo is hiring an Associate Personal Banker (SAFE) for its National Branch. 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, 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. Success requires relationship-building, sound judgment, and balancing service with growth. Wells Fargo provides training and coaching to support career development and mobility. The position supports branch operations by shifting between cash handling and customer banking activities, with an emphasis on account openings and ongoing account support. Work schedules include Saturdays. SAFE registration is required at employment; Wells Fargo initiates the registration process after the employee’s start date. Loan originators must satisfy applicable LO/CFPB requirements and Wells Fargo screening and policy standards. This position is not eligible for visa sponsorship. The posting location is 351 Cypress Parkway, Kissimmee, FL 34759.

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 Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background.
This 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 phone, email, or other channels to strengthen relationships and identify ways to support customer needs.
Comfort with digital tools and technology, and ability to learn new systems and help customers adopt useful capabilities.
Ability to identify customer needs and connect them with appropriate solutions, including referrals when additional expertise is needed.
Ability to collaborate with teammates and partners to resolve customer needs and provide a seamless experience.
Ability to follow policies and regulations while identifying and escalating risk concerns.

Responsibilities

Build lasting customer relationships through proactive conversations that support financial well-being and deepen engagement.
Understand customer needs through discovery conversations and connect customers with relevant banking products, services, and solutions.
Identify opportunities, promote appropriate solutions, and make referrals to support customer and business goals.
Support everyday banking needs, including opening accounts, handling service requests, and processing credit applications.
Perform cash handling and teller line activities, accurately processing transactions while meeting compliance and operational standards.
Use digital tools and technologies to improve the customer experience and support changing banking needs.
Deliver accurate, compliant service and exercise sound judgment within defined risk controls.
Collaborate with branch teammates to coordinate 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 help remediate issues.