Personal Banker, Wells Fargo

Wells Fargo

Location:
United States, Houston

Category:
Banking

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

Associate Personal Banker (SAFE) for National Branch Network helping customers succeed financially through relationship building, product recommendations, and exceptional service experience

Job Responsibility:

Participate in delivery of exceptional customer experience
Build relationships through proactive outreach
Propose appropriate products, services, and digital solutions
Assist customers with opening new accounts
Complete service requests
Submit credit applications
Develop understanding of bank products and services
Interact with customers to demonstrate care
Provide appropriate options for bank products
Refer customers' financial needs to other bankers

Requirements:

6+ months of interacting with customers experience
Bilingual speaking and listening proficiency in Spanish/English
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
Ability to help customers succeed financially
Experience working with others on a team
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
Ability to interact with integrity and professionalism
Relevant military experience
Proficient with proactively sourcing, acquiring, building, and maintaining relationships
Support customers and employees in resolving concerns
Ability to work a schedule that may include most Saturdays
Must take and pass required language assessment
Maintains cash drawer, cash handling and balancing
SAFE registration required

Nice to have:

Customer service focus with experience handling complex transactions
Experience proactively engaging with customers through outreach
Ability to educate and connect customer to technology
Experience working with others on a team
Experience fostering customer relationships
Ability to build relationships with internal partners
Relevant military experience
Proficient with proactively sourcing and maintaining customer relationships

What we offer:

Robust benefits
Competitive compensation
Programs for work-life balance and well-being
Community investment opportunities
Career growth opportunities

Additional Information:

Job Posted:
September 19, 2025

Expiration:
September 22, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Personal Banker