Personal Banker Ortega Jacksonville FL

Wells Fargo•Jacksonville, FL

3d•Onsite

About The Position

Wells Fargo is seeking an Associate Personal Banker (SAFE) to join its National Branch at the Ortega location in Jacksonville, Florida. This frontline role builds customer relationships by supporting everyday banking needs 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 partnering with branch teammates to deliver a consistent, high-quality customer experience. It combines customer service and growth activities and requires sound judgment, relationship-building, and adherence to risk controls. Wells Fargo provides training and coaching to support career growth and mobility. The position includes cash handling and teller-line activities and requires a schedule that includes Saturdays. SAFE registration is required at the time of employment; Wells Fargo initiates the registration process after the employee’s start date. Loan originators must meet LO/CFPB requirements and Wells Fargo standards, including requirements related to 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, education, or a combination of these.
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 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 customers.
Comfort using digital tools and technology, ability to learn new systems quickly, and ability to guide customers in adopting relevant 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 customer needs and provide a seamless 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 engagement.
Lead discovery-driven conversations to understand customer needs and connect them with relevant banking products, services, and solutions.
Identify opportunities, promote solutions, and make appropriate referrals to meet customer and business goals.
Support everyday banking needs, including opening accounts, handling service requests, and assisting with credit applications.
Handle cash and perform teller-line activities, accurately processing transactions 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.
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, with an emphasis on account openings and ongoing account support.
Follow applicable risk and compliance programs, policies, and procedures; identify and escalate risk concerns and remediate issues as appropriate.