Personal Banker East Bay Ridge District

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
• 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 judgment 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

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
• Ability to identify and escalate risk concerns

Skills

Not specified

Benefits

• 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

Pay

$23.00 - $31.00

Schedule

Ability to work a schedule that will include Saturdays

Posting Location(s)

• Alamo Plaza 3157 Danville Road Alamo, CA 94507
• Castro Valley 3500 Castro Valley Blvd. Castro Valley, CA 94546
• Crossroads 2380 Monument Blvd. Pleasant Hill, CA 94546
• Foothill Square 10700 MacArthur Blvd. Oakland, CA 94605
• Fortieth-Piedmont 151 40th St. Oakland, CA 94611
• Lafayette 3630 Mount Diablo Blvd. Lafayette, CA 94549
• Lakeshore 3348 Lakeshore Ave. Oakland, CA 94610
• Montclair Village 2220 Mountain Blvd. Oakland, CA 94611
• Moraga 1399 Moraga Way Moraga, CA 94556
• Orinda 80 Moraga Way Orinda, CA 94563
• Piedmont Highland 344 Highland Ave. Piedmont, CA 94611
• Rossmoor 1920 Tice Valley Blvd. Walnut Creek, CA 94595
• Walnut Creek Main 1499 N. Main St. Walnut Creek, CA 94596