Personal Banker Foothills OC District

At Wells Fargo, we're more than a financial services leader—we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe a meaningful career offers more than just a job; it provides the elements to help you thrive, both professionally and personally. Living the Well Life means robust benefits, competitive compensation, and programs designed to support work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. Wells Fargo ranked in the top three on the 2025 LinkedIn Top Companies list, making us the #1 financial services employer for career growth in the U.S.

About the Role

Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network within the Consumer Banking and Lending division. In this role, you will build relationships through proactive outreach and propose products, services, and digital solutions to help customers succeed financially.

Responsibilities

• Participate in delivering an exceptional customer experience by building relationships through proactive outreach.
• Propose appropriate products, services, and digital solutions to meet customer financial needs.
• Assist customers with basic requests, including 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 as needed.

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. Individuals in this position must also meet Loan Originator (LO) requirements under Regulation Z.

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.
• Ability to proactively engage with customers through outreach via phone or email.
• Experience educating customers on technology and promoting mobile banking options.
• Ability to help customers succeed financially by connecting them with additional team members.
• Experience working with others on a team to meet customer needs.
• Strong ability to foster and develop customer relationships.
• Ability to build relationships with internal partners.
• Adherence to policies, procedures, and regulations.
• Ability to identify potential fraud or risky accounts and take appropriate action to prevent loss.
• Professionalism and integrity in interactions 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.
• 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 credit report will be used to assess financial responsibility, though a credit score is not part of the evaluation.
• Successful candidates must meet ongoing regulatory requirements, including additional screening if necessary.

This position is not eligible for Visa sponsorship.

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, 14811 Jeffrey Rd
• Foothill Ranch: 26622 Towne Center Dr
• Lake Forest: 24251 Rockfield Blvd
• Mission Viejo: 27722 Vista del Lago
• Tustin: 2677 Park Ave

Pay

The base pay range for this position is $23.00 - $31.00 per hour. Pay may vary depending on factors such as demonstrated 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