Personal Banker Tryon at 3rd
Wells Fargo Bank
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:
- 301 S Tryon St Charlotte, NC 28282
Posting End Date:
14 Aug 2026
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- ...help people experience our Customer Promise by providing education and advice tailored to their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase’s affluent clients and other customers in the...SuggestedImmediate startAfternoon shift
- ...Associate Personal Banker (SAFE) At Wells Fargo, we're more than a financial services leader we're a global trailblazer committed to driving... ...28054 ~231 S. Washington Street Shelby, N.C. 28150 ~4111 N. Tryon St. Charlotte, N.C. 28206 ~301 S Tryon Street Charlotte, N.C....SuggestedWork experience placementFlexible hours
- ...help people experience our Customer Promise by providing education and advice tailored to their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase’s affluent clients and other customers in the...SuggestedImmediate startAfternoon shift
$23.75 - $29.03 per hour
...Description Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting a digital first mindset. Strong client...SuggestedTemporary work- ...Fifth Third Bank in Charlotte East is recruiting for a Personal Banker Associate I. Selected candidates will enter a 4-8 week onboarding and education program with rotations in operations and Sales & Service, culminating in a certification that enables a Retail Personal...Suggested
- ...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...Work experience placementFlexible hours
- ...Fifth Third Bank in Charlotte, NC seeks a Personal Banker Associate I for the Kings Drive Financial Center. After a 4–8 week onboarding with rotations, you will assume a Retail Personal Banker I role focusing on consultative sales to identify and meet customers' financial...
- ...list of best workplaces "to grow your career" in the U.S. Join us! About this 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...Work experience placementFlexible hours
- Crump Life Insurance Svcs Inc is seeking a regular employee in Matthews, NC, to provide exceptional client service to support financial transactions. The role requires fluency in English and a high school diploma, with at least two years of relevant experience. Key responsibilities...
- ...Branch Banker At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united... ...(EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age,...Full timeTemporary workPart timeWork experience placementWork at office
- ...propels success at Accenture: It’s who you are, fundamentally, as a person. We prize diversity in backgrounds and perspectives. Whatever... ...; Overland Park, 7300 W 110th Street, Corp; Charlotte, 1120 S Tryon St., Corp; Carmel, 11939 N Meridian St., Corp; Seattle, 1191 2nd...Full timeWork experience placementLive inWork at officeLocal area
- ...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 workWork at officeNight shiftWeekend work
- ...Bank of America’s Charlotte South Market is seeking a Relationship Banker to engage clients in the lobby, educate them on self‑service options and help process transactions. You will build relationships that meet clients’ financial needs and connect them to suitable solutions...
- ...for us and for your future.****Position Title:** Relationship Banker **Business Unit:** Retail**Reports to:** Varies Based on Assignment... ...and interpersonal skills Detail-oriented Ability to use a personal computer and job-related software MS Word - Basic Level MS Excel...Work at office
- ...Relationship Banker – Charlotte South Market Wesley Chapel, North Carolina; Charlotte, North Carolina; Matthews, North Carolina You must be at least 18 years of age. Bank of America employees are required to meet all posting eligibility requirements prior to applying...Work at officeFlexible hoursShift workWeekend workDay shift
- Bank Of America Job OpportunityAt Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders...Work at officeFlexible hoursWeekend workDay shift
- ...F.N.B. Corporation is seeking a Floating Relationship Banker in Charlotte, NC. The role develops proficiency in basic consumer banking transactions, account servicing, and lending, with responsibility for executing branch leads under supervision and delivering excellent...
- ...from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use...Temporary workWork experience placementLocal area
- ...backed by trusted expertise. Here, your work helps power meaningful progress for the clients and communities we serve. The Private Banker is responsible for selling, promoting and supporting the delivery of Private Banking services to high net worth individuals and families...Work at office
- ...F.N.B. Corporation is seeking a Private Banker 3 to market private banking services to business owners and executives within an assigned region. You will manage client relationships to drive cross-sell opportunities across banking, wealth, and insurance while delivering...
- ...F.N.B. Corporation in Charlotte, NC is seeking a Private Banker 3 to market private banking services to business owners and executives. You will build strong relationships and provide high quality service to clients across deposits, loans, wealth, and insurance products...Private practice
- ...opportunity to contribute to the company's success. As a Virtual Premier Banker within PNC's Wealth Management organization, you will be based... ...(EEO)PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age,...Full timeTemporary workPart timeWork at office
- ...belonging within our organization. As a business imperative, every person at Accenture has the responsibility to create and sustain an... ...Corp; Los Angeles, 6181 W Centinela Ave, Corp; Charlotte, 1120 S Tryon St., Corp; Walnut Creek, 1255 Treat Blvd, Corp; Carmel, 11939 N...Full timeWork experience placementLive inWork at officeLocal area
- ...challenges and work with some of the best Come join a team that feels personal even though it's over 54,000 strong. As a Global Cloud Elite... ...; Los Angeles, 6181 W Centinela Ave, Corp; Charlotte, 1120 S Tryon St., Corp; Walnut Creek, 1255 Treat Blvd, Corp; Carmel, 11939 N...Full timeWork experience placementLive inWork at officeLocal area
- ...difference - for us and for your future. Position Title: Private Banker 3 Business Unit: Private Banking Reports To: Varies Based On... ...to optimize relationship opportunities. Analyzes and evaluates personal financial statements, tax returns, credit bureau reports, appraisals...Work at office
- ...from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use...Temporary workWork experience placementLocal area
- ...JPMorganChase in Charlotte, NC is seeking an experienced Private Banker to manage client relationships and provide comprehensive financial solutions. The ideal candidate should possess a Bachelor's degree, strong sales acumen, and at least six years of experience in Private...
- ...A leading financial institution in Charlotte is seeking an experienced Private Banker to provide exceptional advice to wealthy families on managing their wealth. The ideal candidate will possess over six years of experience in Private Banking or Financial Services, focusing...
- Responsibilities Engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Accurately and efficiently processing cash transactions for clients as needed. Having deep...
$48.43k
...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
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Personal Banker Tryon at 3rd. Be the first to apply!
- private mortgage banker Charlotte, NC
- private banker Charlotte, NC
- personal banker Charlotte, NC
- personal computer support technician Charlotte, NC
- personal injury legal assistant Charlotte, NC
- personal concierge Charlotte, NC
- personal training part time Charlotte, NC
- personal caregiver Charlotte, NC
- attorney personal injury Charlotte, NC
- entry level personal training Charlotte, NC


