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Personal Banker

https://www.wellsfargo.com/ Logo

Wells Fargo

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Location:
United States, Sarasota

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Category:
Banking

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Contract Type:
Not provided

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Salary:

Not provided

Job Description:

Wells Fargo seeks an Associate Personal Banker for its National Branch Network as part of the Consumer, Small & Business Banking division. Responsibilities include delivering exceptional customer experience, proactively engaging customers, assisting with basic banking requests, and complying with SAFE Mortgage Licensing requirements. Competitive benefits and opportunities for professional growth are offered.

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
  • 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
  • interact with customers to demonstrate care and build relationships

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
  • ability to work a schedule that may include most Saturdays
  • compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations
  • successful candidates must meet ongoing regulatory requirements including additional screening, if necessary
  • ability to follow policies, procedures, and regulations
  • ability to identify potential fraud/risky accounts and take appropriate action to prevent loss
  • proficiency in proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
  • 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 fostering and developing strong customer relationships
  • experience working with others on a team to meet customer needs
  • ability to build strong relationships with internal partners
  • relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting
What we offer:
  • robust benefits
  • competitive compensation
  • programs designed to help achieve work-life balance and well-being
  • rewarded for investing in community
  • empowered to grow professionally

Additional Information:

Job Posted:
September 12, 2025

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