Personal Banker Foothills 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 a top financial services employer, we provide opportunities for growth, community investment, and celebrating authenticity.
About the Role
Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network within the Consumer Banking and Lending division. This role focuses on delivering exceptional customer experiences by building relationships, proposing financial solutions, and assisting with account openings, service requests, and credit applications.
Responsibilities
- Participate in delivering an exceptional customer experience through proactive outreach and relationship-building.
- Propose appropriate products, services, and digital solutions to help customers succeed financially.
- Assist customers with basic requests, including opening new accounts, completing service requests, and submitting credit applications.
- Develop an understanding of bank products and services to connect with 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 cash drawer, handle cash balancing, and complete service-related tasks.
- Identify potential fraud or risky accounts and take appropriate action to prevent loss.
- Comply with S.A.F.E. Mortgage Licensing Act requirements, including ongoing regulatory and background checks.
Requirements
- 6+ months of customer interaction experience, or equivalent demonstrated through work experience, training, military experience, or education.
- SAFE registration required at the time of employment (Wells Fargo will initiate the process).
- Must meet Consumer Financial Protection Bureau qualification requirements, including financial responsibility, character, and criminal background standards.
- Ability to work a schedule that may include most Saturdays.
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 mobile banking options.
- Experience fostering and developing strong customer relationships.
- Ability to build strong relationships with internal partners.
- Ability to follow policies, procedures, and regulations.
- 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.
- Proficient in proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues.
- Support customers and employees in resolving or escalating concerns or complaints.
Benefits
- Comprehensive health benefits.
- 401(k) Plan.
- Paid time off.
- Disability, life, critical illness, and accident insurance.
- Parental leave and critical caregiving leave.
- Discounts and savings programs.
- Commuter benefits.
- Tuition reimbursement.
- Scholarships for dependent children.
- Adoption reimbursement.
Pay
$23.00 - $31.00 per hour. Pay may vary based on factors including prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.
Locations
Positions may be available at the following branch locations in California:
- Rancho Santa Margarita: 22371 Antonio Pkwy, 30622 Santa Margarita Pkwy
- Irvine: 14211 Jeffrey Rd, 14468 Culver Dr, 8587 Irvine Center Dr, 3951 Portola Pkwy, 6503 Quail Hill Pkwy, 18044 Culver Dr, 4850 Barranca Pkwy, 6360 Irvine Blvd
- Foothill Ranch: 26622 Towne Center Dr
- Lake Forest: 24251 Rockfield Blvd
- Mission Viejo: 27722 Vista del Lago
- Tustin: 2677 Park Ave