Associate Personal Banker - Myers Park jobs at Wells Fargo in United States, Charlotte

• Perform general clerical operations tasks that are routine in nature
• Receive, log, batch, and distribute work
• File, photocopy, and answer phones
• Prepare and distribute incoming and outgoing mail
• Regularly receive direction from supervisor and escalate questions and issues to more experienced roles
• Work under close supervision following established procedures

Required Qualifications:

• 6+ months of operations support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• 6+ months cash handling or vault experience
• 10-key numerical data entry experience
• Ability to achieve high production and quality standards
• Strong attention to detail and accuracy skills
• Ability to work effectively, as well as independently, in a team environment, under limited supervision
• Experience working in a fast paced, demanding, and deadline driven environment

Job Expectations:

• Training: 90 days (on the job training)
• Schedule: Monday Friday 9 am – 6:00 pm or until work is completed
• Ability to work additional hours as needed to support business needs
• Ability to stand up to 6 to 8 hours or more
• Ability to lift 50+ pounds/Vault, pulling and lifting
• This position is not eligible for Visa sponsorship

• 1305 W W T Harris Blvd Charlotte, NC 28262

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

About this role:

Upon required licensing and SAFE registration, the Relationship Banker LP (SAFE) employee will transition to the Relationship Banker (SAFE) role.

The following job profile is intended to provide a general sense of what Relationship Bankers do; however, the day-to-day duties and responsibilities will differ from branch to branch and even banker to banker depending on several variables, including (but not limited to) years of experience, complement of customers serviced, banking services and options of various customers, and customer needs.

In this role you will:

• Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Relationship Banker LP (SAFE). This is a temporary position until employee has successfully completed licensing requirements. Upon successful completion, employees will transition to the Relationship Banker (SAFE) role and perform the following duties:
• Participate in building relationships with customers and spend time understanding required needs
• Identify opportunities for offering a full range of Wells Fargo retail banking deposit and credit products and services, based on customers' needs
• Analyze tactical business challenges related to full-service banking experience to emerging affluent and high-value customers
• Present recommendations for resolving inquiries and service requests regarding customers' accounts
• Open and service accounts within authorized limits, create plans for follow-up and scheduled contacts with customers
• Provide information to internal partners and external sources to further enhance the customer experience
• Identify opportunities to leverage partners and connect customer with the appropriate partner or relationship manager to meet their needs
• Partner with financial advisors to understand appropriate introductions to address the needs of customers with investment or retirement needs
• Provide self-service digital banking options to customers
• This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the SAFE Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below

Required Qualifications:

• 2+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• 1+ year of assessing and meeting the needs of customers or helping with issue resolution, demonstrated through work or military experience
• 1+ year of building and maintaining effective relationships with customers and partners

Desired Qualifications:

• Successfully completed Financial Industry Regulatory Authority (FINRA) Series 6 and Series 63 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration
• State Insurance license(s)
• Customer service focus with experience handling transactions across multiple systems
• Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
• Strong verbal, written, and interpersonal communication skills
• Knowledge and understanding of book of business processes to actively manage a group of Wells Fargo customers to meet their needs and grow the business
• Ability to be proactive, innovative, and creative in meeting customer and enterprise needs
• Ability to make client calls and actively participate in the sales development process
• Knowledge and understanding of retail compliance controls, risk management, and loss prevention
• Ability to follow policies, procedures, and regulations
• High motivation with ability to successfully meet team objectives while maintaining individual performance
• Experience mentoring and peer- coaching
• Experience assessing customer needs and recommending products/services to fulfill those needs
• Experience using business acumen to provide financial services consultation to small business customers
• Knowledge and understanding of financial services consumer lending products
• Ability to educate and connect customer to technology and share the value of mobile banking options
• Ability to interact with integrity and professionalism with customers and employees

Job Expectations:

• Ability to work a schedule that may include most Saturdays
• Adherence to Wells Fargo sales practices risk management culture
• Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role or must be completed within a specified period. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite will be required
• For the following states where hired, FINRA Series 65 (or equivalent) examination will also be required to be attempted within a specified period of time: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. The State of WY permits referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement. This list of states is subject to change and Series 65 (or equivalent) licensing requirement would be based on current state requirements during employment
• State Insurance license(s) are required for this role and must be completed within a specified period
• Licensing requirements and expected completion timeline (determined by the number of licenses needed) will be communicated to the candidate upon offer acceptance
• Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in thisposition.Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance
• This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) web site(http://fedregistry.nationwidelicensingsystem.org)provides the MU4R questions and registration required for employment in this position
• Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness, and criminal background standards
• A current credit report will be used to assess your financial responsibility and credit fitness; however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
• This position is not eligible for Visa sponsorship

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

In this role, you will:

• Work under the guidance of a Private Mortgage Banker to produce high quality residential mortgage loans that meet Wells Fargo Home Mortgage guidelines.
• Build relationships focused on affluent borrowers with realtors, builders, financial professionals, bank store, past customers, and other non-traditional sources; develop and maintain a high degree of visibility for Wells Fargo Home Mortgage in the marketplace
• Obtain customer applications, quote the rate and points, and complete follow-up activities with the registration lock-in
• Coordinate and schedule customer meetings, seminars, and virtual consultations, ensuring optimal calendar utilization for HMC/PMB
• Understand real estate appraisals, title reports, and real estate transactions
• Interact with customers to understand their needs and provide a high-quality loan service
• Conduct outbound calls and emails to nurture leads, schedule consultations, and promote mortgage solutions tailored to customer needs
• Serve as the first point of contact for prospective borrowers, delivering a high-touch experience that builds trust and drives conversion
• Review low complexity financial and credit data, matching customer needs with an appropriate loan program and level of risk
• Develop knowledge of company products, policies and procedures, and underwriting requirements
• Receive direction from supervisor and exercise judgment within defined parameters while developing understanding of generating loans
• Provide information regarding the loans to consultants and functional colleagues
• This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below

Required Qualifications:

• 2+ years of Mortgage Consumer Direct Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Experience in loan originationor loan processing
• Strong understanding of mortgage sales, origination processes and industry regulations
• Experience working with high-net-worth clients
• Excellent verbal, written, and interpersonal communication skills
• Extensive knowledge of lending policy guidelines and procedures
• Track record of proactive problem solving, taking initiative, and effectiveness in resolving complex escalations timely and decisively to meet customer expectations
• Ability to manage multiple priorities, including managing a pipeline and supporting escalations while maintaining excellent quality
• Ability to organize, re-prioritize, and manage multiple priorities in-order-to meet deadlines
• Technical skills: CORE, One Right Answer, Policy Library, Microsoft Office,Horizon, RALI

Job Expectations:

• This position is not eligible for Visa sponsorship.
• This position offers a hybrid work schedule.
• Willingness to work on-site at stated location on the job opening.
• Site hours of operation are Monday-Friday8:00am-8:00pm EST
• Required location(s) listed below. Relocation assistance is not available for this position.
• This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website(http://fedregistry.nationwidelicensingsystem.org)provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary

Locations:

• 1525 W WT Harris Blvd, Charlotte, NC 28262

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

In this role, you will:

• Participate in soliciting residential mortgages from various sources
• Produce high quality jumbo loans which are compliant and provide excellent customer service
• Build relationships focused on affluent borrowers with realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources
• Develop and maintain a high degree of visibility for Wells Fargo Home Mortgage in the marketplace; stay informed of mortgage industry trends and developments in the assigned market
• Present recommendations for producing loans and exercise some independent judgment while developing understanding of and adherence to Private Mortgage Banking Sales functional area, policies, procedures, compliance requirements, and generating loans
• Understand real estate appraisals, title reports, and real estate transactions
• Receive customer applications, quote the rate and points, and complete follow-up activities with the registration lock-in; analyze and offer mortgage loan products based on client needs
• Review and analyze low to moderately complex financial and credit data; match customer needs with an appropriate loan program and level of risk
• Inform prospective and existing customers of Wells Fargo Home Mortgage programs, rates, policies, underwriting requirements, and loan procedures; maintain high standard of client satisfaction and quality by ensuring timely and proactive customer communication
• Pursue Wells Fargo training offerings to increase knowledge of company products, policies and procedures, and underwriting requirements
• This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below

Required Qualifications:

• 2+ years of Private Mortgage Banking Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Basic Microsoft Office skills
• Documented retail residential mortgage fundings over the past 12 months referred primarily from established, local, external sources
• Excellent verbal, written, and interpersonal communication skills
• Mortgage industry experience
• Knowledge and understanding of sales prospecting and generating referrals
• Customer service experience
• Experience working with high net-worth clients

Job Expectations:

• This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website(http://fedregistry.nationwidelicensingsystem.org)provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
• Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
• Completion of formal position specific training programs
• Reliable transportation
• Ability to work nights, weekends, and/or holidays as needed or scheduled

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

In this role, you will:

• Participate in the design, development, integration, testing, deployment and support of technology solutions for complex and challenging business requirements
• Understand Software Development Lifecycle process, quality, security and compliance requirements
• Support implementation of moderate to complex projects
• Develop skills in a specific domain with training
• Understand compliance and risk management requirements for supported area
• Receive direction from a manager and exercise independent judgment while developing understanding of compliance and risk management requirements for the supported area
• Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
• Interact with internal customers

Required Qualifications:

• 6+ months of Technology Engineering and Solutions experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications, US:

• 6+ months of

• Demonstrated knowledge, interest and /or experience with Python, SQL, .Net, Terraform, Kubernetes, Privileged Access Management, Directory Services as well as Cloud platforms and Cybersecurity acumen.

• Basic Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills

• Good verbal, written, and interpersonal communication skills

• Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment

• Ability to work effectively, as well as independently, in a team environment

• Bachelor’s in cybersecurity preferred but not required

Job Expectations:

• Position will require onsite presence at one of the required locations listed below in a hybrid work schedule
• Relocation assistance is not provided for this role.
• This position is not eligible for Visasponsorship
• Wells Fargo will only consider candidates who are presently authorized to work for any employer in the United States and who do not require work visa sponsorship from Wells Fargo now or in the future in order to retain their authorization to work in the United States.
• Willingness to actively participate in a two-year development program designed to help you build a strong professional foundation through ongoing training, mentorship, networking opportunities and career developmentresources

Program Locations:

• Charlotte, NC

BenefitsWells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit for an overview of the following benefit plans and programs offered to employees.

• Health benefits

• 401(k) Plan

• Paid time off

• Disability benefits

• Life insurance, critical illness insurance, and accident insurance

• Parental leave

• Critical caregiving leave

• Discounts and savings

• Commuter benefits

• Tuition reimbursement

• Scholarships for dependent children

• Adoption reimbursement

September 16, 2025

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

In this role you will:

• Provide support across a variety of branch locations within a specific geography where a banker or teller is out of the office or to temporarily cover vacancies
• Be flexible and adaptable to changing priorities and new surroundings while meeting customer needs
• 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
• Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications
• Receive direction from managers and exercise judgement within defined policies and procedures
• Develop understanding of bank products and services to connect to customers' needs
• Interact with customers to demonstrate care and build relationships
• Provide appropriate options for bank products and services to customer
• Refer customers' financial needs to other bankers and partners as needed
• This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below

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
• Bilingual speaking and listening proficiency in Spanish/English

Desired Qualifications:

• Customer service focus with experience handling complex transactions across multiple systems
• Experience proactively engaging with customers through outreach via phone or email
• Ability to educate and connect customer to technology and share the value of mobile banking options
• Ability to help customers succeed financially by offering introductions to additional team members as appropriate
• Experience working with others on a team to meet customer needs
• Experience fostering and developing strong customer relationships
• Ability to build strong relationships with internal partners
• Ability to follow policies, procedures, and regulations
• Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss
• Ability to interact with integrity and professionalism with customers and team members
• Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting
• Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting
• Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
• Support customers and employees in resolving or escalating concerns or complaints

Job Expectations:

• Ability to travel 100% of the time within the district
• Commute to the assigned location(s) for the duration of the branch assignment (reimbursement for mileage is provided)
• Ability to work a schedule that may include most Saturdays
• Must take and pass required language assessment
• Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed
• This position is not eligible for Visa sponsorship
• This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website(http://fedregistry.nationwidelicensingsystem.org)provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary

Posting Location(s):

• 6101 south Blvd Charlotte, NC 28029
• 2910 South Blvd Charlotte, NC 28029
• 12802 S Tryon St Charlotte, NC 28273
• 712 Tyvola Road Charlotte, NC 28217

Pay Range:

• This job profile is eligible for a 10% pay differential.

Spanish required

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

In this role, you will:

• Assist in identifying new private capital opportunities for both our direct investing/lending business (including our Overland Advantage direct lending business) as well as third party capital advisory engagements
• Work with the Strategic Capital deal team to analyze new and existing investment opportunities, prepare investment committee materials and present such opportunities for consideration by senior management
• Work closely with senior private capital specialists to assess new investment opportunities as well as direct lending opportunities for Overland Advantage
• Develop investor evaluation materials for capital advisory assignments and help manage investor outreach process logistics
• Develop financial models related to assigned new opportunities
• Complete due diligence requests, legal entity work, execution/closing processes, and other activities to prepare transactions for closing
• Participate in the evaluation and ongoing monitoring of investments and loans as part of a deal team
• Develop internal network contacts across the commercial banking footprint as well as externally across financial intermediaries (boutique debt placement firms, private equity firms, etc.) to help drive opportunities for business development
• Mentor and train less experienced staff

Required Qualifications:

• 2+ years of experience in strategic investment management, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• 2+ years work experience in one or a combination of: leveraged finance, capital markets, private capital, private equity, investment banking coverage or equivalent experience
• Familiarity with evaluating and executing transactions related to both the private and traditional institutional markets
• Excellent verbal, written, and interpersonal communication skills.
• Strong integrity, work ethic, and a team player. High level of initiative and accountability
• Ability to work independently or in teams and thrive in a fast paced, loosely-structured, entrepreneurial environment
• Financial Modeling experience
• Financial Analysis experience
• Advanced in Microsoft Office Suite-Excel, Outlook, Word and PowerPoint
• Strong analytical skills, attention to detail and organization, and ability to solve complex or abstract problems
• Bachelor’s degree in Accounting, Finance, Economics, Engineering, Business or related field

Job Expectations:

• Ability to travel to different client markets as needed (<50% of time)
• Hybrid work model

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.