Personal Banker East Metro Orlando

Wells Fargo Bank•Orlando, FL

2d•Onsite

About The Position

Wells Fargo is seeking an Associate Personal Banker (SAFE) to join its National Branch. 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 appropriate banking products, services, and digital tools. The role supports account openings, service requests, and credit applications, and works with branch teammates to provide a consistent, high-quality customer experience. Success depends on relationship-building, sound judgment, and balancing service with growth. Wells Fargo provides training and coaching to support career growth and mobility. The position requires SAFE registration at employment. Wells Fargo will initiate the registration process after the employee’s start date. Loan Originator positions must meet Consumer Financial Protection Bureau qualification requirements and related Wells Fargo policies, including applicable financial responsibility, character, financial fitness, and criminal background standards. A current credit report is used to assess financial responsibility and credit fitness; a credit score is not included in that evaluation. Ongoing regulatory requirements may include additional screening. 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.
Must take and pass a required language assessment.
SAFE registration is required at the time of employment; Wells Fargo initiates the registration process after the start date.
Loan Originator positions must satisfy applicable Consumer Financial Protection Bureau qualification requirements and Wells Fargo policies.
Meet ongoing regulatory requirements, including additional screening if necessary.

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 calls, emails, or other channels to strengthen relationships and identify ways to support customer needs.
Comfort with digital tools and technology, ability to learn new systems quickly, and confidence guiding customers in adopting relevant 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 proactive, meaningful conversations that support financial well-being and deepen engagement.
Use 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 branch growth and 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 while maintaining compliance and operational standards.
Use and adopt digital tools and technologies to enhance 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.
Flex between cash handling and customer banking activities, with emphasis on account openings and ongoing account support.
Follow applicable risk and compliance programs, policies, and procedures; escalate and remediate issues appropriately.