Associate Personal Banker (Safe) - Tiger Point

Wells Fargo & Company•Tiger Point, FL

2d•Onsite

About The Position

Wells Fargo is seeking an Associate Personal Banker to join its National Branch. In this frontline role, the banker 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 collaborating with branch teammates to provide a consistent, high-quality customer experience. It provides a foundation for long-term career growth and mobility through Wells Fargo training and coaching. The role requires balancing service with growth, exercising sound judgment, and following defined risk controls and applicable policies and regulations. SAFE registration is required at the time of employment; Wells Fargo initiates the registration process after the employee’s 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.
Bilingual speaking and listening proficiency in Spanish and English.
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; 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. A credit report may be reviewed, and additional ongoing screening may apply.

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 calls, emails, or other channels to strengthen relationships and identify opportunities to support customer needs.
Comfort with digital tools and technology, ability to learn new systems quickly, and confidence guiding customers in adopting useful 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 deliver a seamless experience.
Ability to follow policies and regulations while identifying and escalating risk concerns.

Responsibilities

Build lasting customer relationships through meaningful 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 opening accounts, handling service requests, and assisting with credit applications.
Handle cash and perform teller-line activities, processing transactions accurately and in accordance with compliance and operational standards.
Use digital tools and technologies to enhance the customer experience and support changing banking needs.
Deliver accurate, compliant service and exercise sound judgment within defined risk controls.
Coordinate with branch teammates to provide seamless handoffs to licensed bankers or other specialists.
Flex between cash handling and customer banking activities to support branch operations, including account openings and ongoing account support.
Follow applicable policies and procedures, fulfill risk and compliance obligations, and timely escalate and remediate issues.