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Associate Personal Banker (SAFE)

https://www.wellsfargo.com/ Logo

Wells Fargo

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Location:
United States , Pensacola

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Category:

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Contract Type:
Not provided

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Salary:

Not provided

Job Description:

Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. In this role you will participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially.

Job Responsibility:

  • Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially
  • Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications
  • Receive direction from managers and exercise judgement within defined policies and procedures
  • Develop understanding of bank products and services to connect to customers' needs
  • Interact with customers to demonstrate care and build relationships
  • Provide appropriate options for bank products and services to customer
  • Refer customers' financial needs to other bankers and partners as needed
  • This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction
  • Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed

Requirements:

  • 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • SAFE registration at the time of employment
  • Must meet Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies
  • Must meet applicable financial responsibility, character, general financial fitness and criminal background standards
  • This position is not eligible for Visa sponsorship

Nice to have:

  • Customer service focus with experience handling complex transactions across multiple systems
  • Experience proactively engaging with customers through outreach via phone or email
  • Ability to educate and connect customer to technology and share the value of mobile banking options
  • Ability to help customers succeed financially by offering introductions to additional team members as appropriate
  • Experience working with others on a team to meet customer needs
  • Experience fostering and developing strong customer relationships
  • Ability to build strong relationships with internal partners
  • Ability to follow policies, procedures, and regulations
  • Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss
  • Ability to interact with integrity and professionalism with customers and team members
  • Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
  • Support customers and employees in resolving or escalating concerns or complaints
What we offer:
  • robust benefits
  • competitive compensation
  • programs designed to help you find work-life balance and well-being
  • rewarded for investing in your community
  • celebrated for being your authentic self
  • empowered to grow

Additional Information:

Job Posted:
February 13, 2026

Expiration:
March 05, 2026

Employment Type:
Fulltime
Work Type:
On-site work
Job Link Share:

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