Personal Banker Downtown OC District

At Wells Fargo, we're a global trailblazer in financial services, committed to driving innovation, empowering communities, and helping customers succeed. We offer robust benefits, competitive compensation, and programs designed to support work-life balance and well-being. Recognized as the #1 financial services employer on LinkedIn’s 2025 Top Companies list, we provide opportunities to grow your career while making an impact.

About the Role

Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network within the Consumer, Small & Business Banking division. In this role, you will deliver exceptional customer experiences by building relationships, offering financial solutions, and connecting customers to products and services that meet their needs.

Responsibilities

• Participate in delivering an exceptional customer experience through proactive outreach and relationship-building.
• Assist customers with opening new accounts, completing service requests, and submitting credit applications.
• Receive direction from managers and exercise judgment within defined policies and procedures.
• Develop an understanding of bank products and services to connect them to customer needs.
• Interact with customers to demonstrate care and build relationships.
• Provide appropriate options for bank products and services.
• Refer customers’ financial needs to other bankers and partners as needed.
• Maintain a cash drawer, handle cash balancing, and complete service-related tasks.

This SAFE position involves customer contact and job duties that may include offering, negotiating, or taking applications for dwelling-secured transactions. Compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations is required. Ongoing employment is contingent upon meeting these requirements, including acceptable background investigation results.

Requirements

• 6+ months of experience interacting with customers, or equivalent demonstrated through work experience, training, military experience, or education.

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 customers on technology and share the value of mobile banking options.
• Experience helping customers succeed financially by connecting them to additional team members as appropriate.
• Experience working with others on a team to meet customer needs.
• Ability to foster and develop 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, personnel benefits management, or human resources.
• Proficiency in proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues.
• Ability to support customers and employees in resolving or escalating concerns or complaints.

Job Expectations

• Ability to work a schedule that may include most Saturdays.
• This position requires SAFE registration at the time of employment. Wells Fargo will initiate the registration process immediately after your employment start date via the Nationwide Mortgage Licensing System (NMLS).
• Individuals in Loan Originator (LO) positions must meet Consumer Financial Protection Bureau qualification requirements, including financial responsibility, character, general financial fitness, and criminal background standards. A current credit report will be used to assess financial responsibility and credit fitness.

This position is not eligible for Visa sponsorship.

Locations

1801 E. 17th St, Santa Ana, CA 92705
18356 Irvine Blvd, Tustin, CA 92780
Positions may not be available at all branch locations listed.

Pay

$23.00 - $31.00 per hour. Pay may vary based on factors including demonstrated prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.

Benefits

Wells Fargo provides eligible employees with a comprehensive set of benefits, including:

• 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