Personal Banker at Rosenberg

Wells Fargo Bank•Rosenberg, TX
•Onsite

About The Position

Wells Fargo is seeking an Associate Personal Banker (SAFE) to join its National Branch. In this frontline role, the banker builds customer relationships 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 to help them manage their finances. The role supports account openings, service requests, and credit applications while working with branch teammates to deliver a consistent customer experience. Success depends on relationship-building, sound judgment, and balancing customer service with business growth. The role includes cash handling and teller-line activities, as well as supporting branch operations by flexing between cash handling and customer banking activities. It provides training and coaching to support career development. SAFE registration is required at employment; Wells Fargo initiates the process after the employee’s start date. Loan originators must meet LO/CFPB requirements and comply with Wells Fargo standards concerning 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.
  • 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 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 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.
  • Conduct 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 support customer and business goals.
  • Support everyday banking needs, including new account openings, service requests, and credit applications.
  • Perform cash handling and teller-line activities, processing transactions accurately while maintaining compliance and operational standards.
  • Use and adopt 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.
  • Collaborate with branch teammates and coordinate handoffs to licensed bankers or other specialists so customers reach the appropriate expertise.
  • Support branch operations by flexing between cash handling and customer banking activities, with emphasis on account openings and ongoing account support.
  • Follow applicable risk programs, Wells Fargo policies and procedures, and risk and compliance obligations; escalate and remediate issues appropriately.

Benefits

  • Robust benefits
  • Competitive compensation
  • Programs designed to support work-life balance and well-being
  • Training and coaching
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