Personal Banker - Beacon Center-Miami, FL
Core
Frontline associate supporting everyday banking needs, building customer relationships, and driving branch growth through in-branch interactions and proactive outreach.
Role type
Associate Personal Banker (SAFE)
Builds
Customer relationships and branch revenue through account openings, service requests, and credit applications
Domain
Retail Banking / Financial Services
Deliverable
product features
Required skills
Customer relationship building, financial product knowledge, cash handling, compliance adherence, digital tool adoption, risk judgment
Preferred skills
Bilingual Spanish, prior financial services experience, trust-based relationship building, outreach initiation
Technologies
Digital banking tools, Wells Fargo internal systems
Responsibilities
Lead discovery-driven conversations to understand customer needs and connect them with relevant banking products; Support account openings, service requests, and credit applications; Perform cash handling and teller line activities; Collaborate with branch teammates to coordinate handoffs to licensed bankers; Demonstrate comfort using and adopting digital tools to enhance customer experience
Seniority
Entry-level / Associate