Personal Banker Gainesville-Ocala

Wells Fargo•Ocala, FL

8d•Onsite

About The Position

Wells Fargo is seeking an Associate Personal Banker (SAFE) to join its National Branch. This frontline position builds customer relationships and supports 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, and works with branch teammates to provide a consistent, high-quality customer experience. It combines customer service and growth goals, requiring relationship-building, sound judgment, and compliance with operational and risk controls. The position offers training and coaching to support career growth and mobility. The schedule includes Saturdays. The banker flexes between cash handling and customer banking activities, with an emphasis on account openings and ongoing account support. SAFE registration is required at employment; Wells Fargo initiates the process after the 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.
Ability to work a schedule that includes Saturdays.
SAFE registration is required at the time of employment; Wells Fargo initiates the registration 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, excluding the credit score, 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 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 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 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.
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 branch growth and customer and business goals.
Support everyday banking needs, including opening accounts, handling service requests, and processing 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 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 so customers can access appropriate expertise.
Flex between cash handling and customer banking activities, providing account opening and ongoing account support.