Golden Gate Financial District | Personal Banker

About the 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 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.

Responsibilities

• 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
• Support 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

Requirements

• 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
• Comfort initiating outreach (calls, emails, or other channels) to strengthen relationships and identify opportunities to support customer needs
• Comfortable 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
• Proven 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
• Proven 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

Benefits

• 401(k) Plan
• Paid Time Off
• Paid parental leave
• Critical Caregiving Leave
• Discounts and Savings
• Health Benefits
• Commuter Benefits
• Tuition Reimbursement
• Scholarships for dependent children
• Adoption Reimbursement

Pay Range

$23.00 - $31.00

Posting Location(s)

• 333 Market St.San Francisco, CA 94105
• 1015 Stockton St.San Francisco, CA 94108
• 2 Grant Ave.San Francisco, CA 94108
• 1560 Van Ness Ave.San Francisco, CA 94109
• 1160 Grant Ave.San Francisco, CA 94133
• 1900 Union St.San Francisco, CA 94123
• 292 Battery St.San Francisco, CA 94111
• 2100 Fillmore St.San Francisco, CA 94115
• 2100 Chestnut St.San Francisco, CA 94123
• 601 Market St.San Francisco, CA 94105
• 286 King St.San Francisco, CA 94117