Personal Banker Bee Ridge
Wells Fargo
Associate Personal Banker (SAFE)
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.
You will support account openings, service requests, and credit applications while working closely with branch teammates to deliver a consistent, high-quality customer experience. Success is driven by strong relationship building, sound judgment, and the ability to balance service with growth.
In this role you will:
- 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
- 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
Required Qualifications:
- 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
- Prior experience in financial services or a highly regulated, customer-facing role, demonstrating 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 (calls, emails, or other channels) to strengthen relationships and identify opportunities to support customer needs
- Demonstrated comfort 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
- 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
- Demonstrated ability to follow policies and regulations while identifying and escalating risk concerns
Job Expectations:
- Ability to work a schedule that will include Saturdays
- Support branch operations by flexing between cash handling and customer banking activities, with an emphasis on delivering strong service through account openings and ongoing account support.
- SAFE registration is required at the time of employment and Wells Fargo will initiate the process after your start date. Loan Originators must meet LO/CFPB requirements and comply with Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background. A credit report may be reviewed (credit score not included) and additional ongoing screening may apply.
- This position is not eligible for Visa sponsorship
Posting Location(s):
- 5701 Bee Ridge Rd Sarasota, FL 34233
Posting End Date:
10 Sep 2026
*Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Wells Fargo- ...Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on-boarding and education program that includes rotations in operations and Sales & Service. There...SuggestedFull timeWork experience placementWork at office
- ...Personal Banker Associate IMake banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.General Function:Selected candidates are intended to become a Retail Personal...SuggestedWork experience placementWork at office
- ...Personal Banker Associate II Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Selected candidates are intended to become a...SuggestedWork experience placementWork at office
$41.71k - $65k
...for the lending process and established yield, quality, diversification, and risk guidelines. Makes credit recommendations for personal lending transactions, including home financing, in accordance with sound credit granting principles and with the Bank's policies and...SuggestedContract workPart timeLocal areaImmediate startDay shift$49.4k - $57.69k
...Senior Small Business Relationship BankerAt Regions, the Senior Small Business Relationship Banker is responsible for meeting with customers and prospects both in person and on the phone to determine their financial needs, and meeting those needs by proactively offering...SuggestedWork at office- ...well as provides assistance with banking audits as directed by the Team Leader / Manager. 11. Serves as a mentor to fellow Personal Bankers, offering guidance, encouragement and direction as needed. 12. Is called upon to share expertise in the deposit area of the...Work experience placementH1bWorldwideFlexible hours
- Job TitleResponsibilities include but are not limited to:Business development with a focus on acquisition of new clients and expanding relationships with existing clients. Respond quickly and effectively on all new business referrals from Senior Management, the branch ...
- ...Fifth Third Bank in Parrish, Florida is seeking candidates for a Retail Personal Banker I role. Selected candidates will complete a 4-8 week onboarding program with rotations in operations and Sales & Service, culminating in certification to progress within the Retail...
- Engaging clients in the lobby to educate and assist with conducting transactions through self-service resources Accurately and efficiently processing cash transactions for clients Having deep conversations with clients to gain in-depth knowledge of the financial and life...
$43.81k
...Relationship Banker II At Regions, the Relationship Banker II is responsible for meeting with customers and prospects both in person and on the phone to determine their financial needs, and meeting those needs by proactively offering appropriate products, services,...Full timeFlexible hours- Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every...Full timeTemporary workDay shift
- BMO Financial Group in Florida seeks a customer-focused Banking Service role within Retail Banking Sales & Service. You will engage customers, assess needs, and guide them to tailored financial solutions across everyday banking, lending, and digital channels to enhance...
- ...Job TitleResponsible for providing an industry leading client service experience both in person and on the phone through the development and expansion of new and existing client relationships. Provides financial solutions that meet client needs based on consultative conversations...Temporary workNight shiftWeekend work
- ...Relationship Banker - Pinellas Bradenton Market Ellenton, Florida;Bradenton, Florida; Palmetto, Florida **To proceed with your application, you must be at least 18 years of age.** Acknowledge ( **Bank of America employees are required to meet all** **posting eligibility...Work at officeFlexible hoursShift workWeekend workDay shift
- ...Regions Bank is seeking a Senior Consumer Relationship Banker to meet with customers and prospects, assess financial needs, and proactively offer products and guidance to reach their goals. The role emphasizes acquiring and deepening relationships with Preferred Banking...
$140k - $175k
...enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes...Temporary workWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week$61k - $119k
...client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their...Full timeContract workFor contractorsWork at office$1,000 per month
...collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- You don't cold call. You don't prospect. You close. We're looking for a Front-End Wealth Advisor to step into a role built for one thing: converting warm, firm-generated leads into new client relationships. Prospects come to you already educated and ready to talk, through...
$140k - $175k
Private Wealth Advisor U.S. Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives. Our teams advise clients holistically on wealth and estate planning, investments, banking, credit, insurance, charitable giving, and fiduciary...Temporary workWork experience placementWork at officeRemote workFlexible hours3 days per week- ...and the overall firm. The Financial Advisors of Moors & Cabot exhibit all of Moors & Cabot's core values - Integrity, Service is Personal, One Team, Communication and Initiative - in all of the responsibilities listed below. This full-time role reports to their respective...Full timeTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours
$1,000 per month
...collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial...Full timeFor contractorsInternshipLocal areaFlexible hours$43.89k - $150k
...succeed, then we are your employer of choice.Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants,...Temporary workLocal area- ...building long-term relationships with clients. The role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth. Wealth Advisors that join Beacon...
- Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every...Full timeWork experience placementLocal areaWork from homeShift workDay shift
- ...Job Title Responsible for providing an industry leading client service experience both in person and on the phone through the development and expansion of new and existing client relationships. Provides financial solutions that meet client needs based on consultative...Temporary workWork at officeNight shiftWeekend work
$59.3k - $80.2k
Associate Financial Advisor The Associate Financial Advisor provides specialized services to an individual Financial Advisor or Financial Advisor team to assist in their ability to offer sophisticated wealth management solutions to individuals and families and strategically...- 19 hours ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Launch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of America is ...Full timeContract workInternshipWork at officeLocal area
- Fast Track to Management - Financial Representative (Training Provided) If you are outgoing, have high energy, and love new challenges everyday then this is something you want to explore. This is an excellent opportunity for individuals with an entrepreneur mindset, who...For contractors
- ...members who are actively seeking financial guidance. Key Responsibilities Meet with clients to understand their unique financial goals, personal values and retirement needs Develop customized financial strategies encompassing income planning, wealth growth and portfolio...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Personal Banker Bee Ridge. Be the first to apply!

