Personal Banker Coastal Bend District
On-site · Harlingen, Texas, United States
Job Summary
Associate Personal Banker (SAFE) at Wells Fargo delivers exceptional customer experience by building relationships and proactively guiding customers to appropriate bank products and digital solutions. Responsibilities include assisting with opening new accounts, handling service requests, submitting credit applications, referring customers to other bankers, and educating customers on technology and mobile banking options. The role requires compliance with the SAFE Mortgage Licensing Act and LO (Regulation Z) requirements, background screening, and following bank policies to mitigate risk while helping customers succeed financially. The position emphasizes customer outreach, teamwork, and maintaining strong customer relationships, with duties that may involve cash handling and processing of banking transactions as part of daily tasks.
Required Qualifications
- 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of work experience, training, military experience, education
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