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Personal Banker

https://www.wellsfargo.com/ Logo

Wells Fargo

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Location:
United States, Charleston

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Category:
Banking

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Contract Type:
Employment contract

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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. This role involves delivering exceptional customer experiences, assisting with basic service requests, and promoting appropriate banking solutions.

Job Responsibility:

  • Participate in delivery of exceptional customer experience by building relationships through proactive outreach
  • propose 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
  • develop understanding of bank products and services to connect to customers' needs
  • provide appropriate options for bank products and services to customer
  • refer customers' financial needs to other bankers and partners as needed

Requirements:

  • 6+ months of interacting with customers experience
  • compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and related regulations
  • meeting Loan Originator requirements under Regulation Z
  • adherence to Wells Fargo policies and procedures
  • ability to follow policies, procedures, and regulations
  • ability to interact with integrity and professionalism with customers and team members

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
  • 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 identify potential fraud/risky accounts and take appropriate action to prevent loss
  • relevant military experience
What we offer:
  • robust benefits
  • competitive compensation
  • programs designed to help find work-life balance and well-being
  • recognition for community investment and authenticity
  • opportunities for career growth

Additional Information:

Job Posted:
September 30, 2025

Expiration:
October 12, 2025

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