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Wells Fargo

Diversified financial services: banking, lending, investments

Associate Personal Banker

Retail & Commercial BankingUpdated on Nov 9
Full-timeKey Biscayne, FL, USANo salary listed

About the Job

Requirements

  • At least 6 months of customer-interaction experience, or equivalent demonstrated through work experience, training, military experience, or education.
  • Ability to work a schedule that includes Saturdays.
  • SAFE registration is required at employment; Wells Fargo initiates the process after the start date. Loan Originators must meet LO/CFPB requirements and Wells Fargo policies concerning financial responsibility, character, fitness, and criminal background; a credit report may be reviewed, and additional ongoing screening may apply.
  • This position is not eligible for visa sponsorship.

Responsibilities

  • Build customer relationships through proactive conversations supporting financial well-being and engagement.
  • Lead discovery-driven conversations to understand customer needs and connect customers with relevant banking products, services, and solutions.
  • Identify opportunities, promote solutions, and make appropriate referrals to meet customer and business goals.
  • Support everyday banking needs, including new account openings, service requests, and credit applications.
  • Perform cash handling and 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 banking needs.
  • Deliver accurate, compliant service while exercising sound judgment within defined risk controls.
  • Coordinate with branch teammates to provide seamless handoffs to licensed bankers or specialists.
  • Flex between cash handling and customer banking activities, with a focus on account openings and ongoing account support.
  • Follow applicable risk programs, Wells Fargo policies, and procedures; fulfill risk and compliance obligations; monitor and escalate issues; and make sound risk decisions.

Desired Qualifications

  • Prior experience in financial services or another highly regulated, customer-facing role, including comfort with structured processes, 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 ability to guide customers in adopting banking 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 needs and deliver a seamless customer experience.
  • Ability to follow policies and regulations while identifying and escalating risk concerns.

About the Company

Wells Fargo

Diversified financial services: banking, lending, investments

Wells Fargo offers a broad set of financial services, including banking, mortgages, investing, credit cards, and wealth and business banking, to individuals, small businesses, and large corporations. Its products combine everyday banking with lending, investment products, and advisory services, accessible through branches, ATMs, and online or mobile platforms. The company earns mainly from interest on loans, banking fees, and commissions on investment products, supported by a large network and secure technology. Its goal is to help customers manage, preserve, and grow their money through trusted, accessible, and comprehensive financial solutions.

Company size
10,001+
Company stage
IPO
Headquarters
San Francisco, CA
Founded
1851

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