Personal Banker - Grayhawk

Wells Fargo

Frisco, TX, US
Not specified (assumed to be onsite as the location is detailed)
Customer interaction and relationship building
Knowledge of bank products and services
Compliance with s.a.f.e. mortgage licensing act
Wells Fargo is seeking an Associate Personal Banker for their Frisco, TX location, emphasizing customer relationship-building and proactive outreach. The role requires a customer-focused mindset to assist clients with account management and financial services while complying with regulatory standards

Job Summary

  • At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed.
  • In this role you will participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially.
  • This SAFE position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations, with ongoing employment contingent upon meeting all such requirements.

Matching Summary

Match Score: 85

Wells Fargo is seeking an Associate Personal Banker for their Frisco, TX location, emphasizing customer relationship-building and proactive outreach. The role requires a customer-focused mindset to assist clients with account management and financial services while complying with regulatory standards.

Skills & Requirements

Must-have

  • Customer interaction and relationship building
  • Knowledge of bank products and services
  • Compliance with S.A.F.E. Mortgage Licensing Act
  • Cash handling and balancing
  • Proactive customer outreach
  • Fraud and risk identification

Nice-to-have

  • Experience with complex transactions
  • Ability to educate customers on technology
  • Team collaboration skills
  • Military experience and protocol knowledge
  • Strong internal partner relationships
  • Work-life balance focus

Key Requirements

  • 6+ months customer interaction experience
  • SAFE registration at employment
  • Compliance with Loan Originator requirements under Regulation Z
  • Acceptable background investigation results
  • Ability to work most Saturdays
  • No Visa sponsorship eligibility

Work Rights

Not specified

Tailored Resume

Cover Letter