Personal Banker in Southeast Houston

Wells Fargo Bank•Houston, TX

2d•Onsite

About The Position

Wells Fargo is hiring an Associate Personal Banker (SAFE) for its National Branch. This frontline position builds customer relationships through in-branch interactions, scheduled conversations, and proactive outreach. The banker learns about customers’ financial goals and connects them with relevant banking products, services, and digital tools. The role supports account openings, service requests, and credit applications, while working with branch teammates to deliver a consistent, high-quality customer experience. Success relies on relationship building, sound judgment, and balancing customer service with business growth. Wells Fargo provides training and coaching to support career growth and mobility. The position supports everyday banking needs and branch operations, including cash handling and teller transactions. 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 registration process after the start date. Loan Originators must meet applicable LO/CFPB requirements and Wells Fargo standards concerning financial responsibility, character, fitness, and background screening. A credit report may be reviewed, without the credit score, and ongoing screening may apply. Visa sponsorship is not available.

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 initiates 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.
Compliance with applicable risk and compliance requirements, policies, and procedures.

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 through calls, emails, or other channels to strengthen relationships and identify ways to support customers.
Comfort with digital tools and technology, ability to learn new systems quickly, and ability to guide customers in adopting 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 lasting customer relationships through proactive conversations that support financial well-being and deepen engagement.
Use 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 processing credit applications.
Perform cash handling and teller-line activities, accurately processing transactions while maintaining compliance and operational standards.
Use and adopt digital tools and technologies to enhance the customer experience and support evolving 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.
Support branch operations by flexing between cash handling and customer banking activities, including account openings and ongoing account support.
Follow applicable risk and compliance programs, policies, and procedures; identify and escalate concerns and remediate issues appropriately.