Jobs · Finance · North Carolina

Personal Banker Durham, Chapel Hill, Graham or Mebane NC

Wells Fargo · Durham, NC · 1 wk ago
FinanceFull-time

About the role

Wells Fargo is seeking an Associate Personal Banker (SAFE) to join our National Branch. In this frontline role, you will build relationships with customers by supporting everyday banking needs through in-branch interactions, scheduled conversations, and proactive outreach. You will learn about customers' goals and connect them to the right banking products, services, and digital tools to help them manage their finances with confidence.

Responsibilities

  • Build lasting customer relationships through proactive, meaningful conversations that support financial well-being and deepen engagement
  • Lead discovery-driven conversations to understand customer needs and connect them with relevant banking products, services, and solutions
  • Drive branch growth by identifying opportunities, promoting solutions, and making appropriate referrals to meet customer and business goals
  • Support everyday banking needs, including new account openings, service requests, and credit applications
  • Support account openings, service requests, and credit applications
  • Perform cash handling and teller line activities, accurately processing transactions while maintaining compliance and operational standards
  • Demonstrate comfort using and adopting digital tools and technologies to enhance the customer experience and support evolving banking needs
  • Deliver accurate, compliant service while exercising sound judgement within defined risk controls
  • Collaborate with branch teammates to coordinate seamless handoffs to licensed bankers or other specialists, ensuring customers are connected to the right expertise

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

Qualifications

  • Prior experience in financial services or a highly regulated, customer-facing role, demonstrating comfort with structured processes, accuracy, and service expectations
  • Comfort initiating outreach (calls, emails, or other channels) to strengthen relationships and identify opportunities to support customer needs
  • Comfortable with digital tools and technology, with the ability to quickly learn new systems and confidently guide customers in adopting capabilities that enhance their banking experience
  • Proven ability to identify customer needs and connect them to appropriate solutions, including referrals when additional expertise is needed
  • Proven ability to collaborate with teammates and partners to resolve needs and deliver a seamless customer experience
  • Proven ability to follow policies and regulations while identifying and escalating risk concerns

Skills

Not specified

Benefits

Not specified

Pay

Not specified

Schedule

Not specified

Other Locations

  • Avondale 300 Foushee St, Durham NC 27704
  • Boulevard 2821 Durham Chapel Hill Blvd, Durham NC 27707
  • Chapel Hill University 129 South Estes Dr, Chapel Hill 27514
  • Durham West 2000 West Main St, Durham NC 27705
  • Franklin Street 165 East Franklin St, Chapel Hill 27514
  • Graham 233 S Main St, Graham, NC 27253
  • Mebane 820 S Fifth St, Mebane, NC 27302
  • North Duke 3600 North Duke St @ Horton Rd, Durham NC 27704
  • Northgate 900 West Club Blvd, Durham NC 27701
  • The Hub at RTP 1080 Hitchings Way Durham, NC 27703
  • Timberlyne 101 Banks Dr, Chapel Hill NC 27514
  • Woodcroft 4709 Hope Valley Rd, Durham NC 27707

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