Jobs · Finance · California

Personal Banker Greater Vine St Helena Yountville Bilingual Spanish

Wells Fargo · Yountville, CA · 1 mo ago
Finance$23–$31/hrInternship
We need to output HTML fragment with sections: About the role? Actually the posting includes "About This Role" and "In This Role You Will". Also "Required Qualifications", "Desired Qualifications", "Job Expectations", "Pay Ranges", "Benefits". Also location info maybe not needed as heading. We must not repeat job title. Use

for section headings. Use
  • for any list of duties/requirements/benefits. Use

    for prose. Do not include boilerplate like EEO, etc. Remove navigation etc. Must preserve all substantive information. Must not invent or summarize away detail. Must not create sections with filler like "commensurate with experience". Must only include sections when posting has real specific content. We need to decide sections: About the role (maybe "About This Role") -> heading

    About the Role

    then paragraph(s). Responsibilities: "In This Role You Will" list of duties -> heading

    Responsibilities

    with
    • . Requirements: maybe combine Required Qualifications and Desired Qualifications? Could have "Qualifications" heading with sub? But spec says use headings for section headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We can choose appropriate ones. We have Required Qualifications and Desired Qualifications; we could put under "Qualifications". Also Job Expectations could be under "Requirements" or "Skills"? Might be "Job Expectations" could be under "Requirements". But we have "Pay Ranges" and "Benefits". Also schedule: "Ability to work a schedule that will include Saturdays" is schedule info. So we can have Schedule section. We must not include filler like "commensurate with experience". Not present. We must not include duplicated lines. Ensure we capture all substantive info: location list maybe not needed as heading but could be in paragraph under About the Role? The posting includes location(s) and note about positions may not be available at all branch locations. That's substantive. Should we include? Probably yes, as part of About the Role or maybe a separate "Locations". But spec only lists certain headings; we can put location info in a paragraph under About the Role. We must not include Job ID/requisition numbers as headings; we can drop them. We must not include application instructions, posting end date, etc. Those are boilerplate? Posting End Date maybe not needed; it's not listed as a section to keep? It's not in allowed headings; we should drop it. Also "Posting may come down early" etc drop. We must keep Pay Ranges and Benefits details. Let's extract content: About This 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. You will support account openings, service requests, and credit applications while working closely with branch teammates to deliver a consistent, high-quality customer experience. Success is driven by strong relationship building, sound judgment, and the ability to balance service with growth. As a member of a leading financial institution, this role provides a strong foundation for long-term career growth and mobility, supported by Wells Fargo's training and coaching." In This Role You Will (list): - 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 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 Required Qualifications: - 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education - Bilingual speaking and listening proficiency in Spanish/English Desired Qualifications: - Prior experience in financial services or a highly regulated, customer-facing role, demonstrating comfort with structured processes, accuracy, and service expectations - Experience building trust-based customer relationships through active listening, follow-up, and consistent engagement - Comfort initiating outreach (calls, emails, or other channels) to strengthen relationships and identify opportunities to support customer needs - Demonstrated comfort 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 - 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 - Demonstrated ability to follow policies and regulations while identifying and escalating risk concerns Job Expectations: - Ability to work a schedule that will include Saturdays - Must take and pass required language assessment - 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. - A credit report may be reviewed (credit score not included) and additional ongoing screening may apply. - This position is not eligible for Visa sponsorship Posting Location(s): - 1107 Main Street St. Helena, CA 94574 - 6484-D Washington St Yountville, CA 94599 - 901 Main Street Napa, CA 94559 - 3255 Jefferson Street Napa, CA 94558 - Due to timing and resource needs, positions may not be available at all branch locations outlined in the posting. Pay Ranges: - St Helena, California- Pay Range: $23.00 - $ 31.00 Hourly - Yountville, California- Pay Range: $23.00 - $ 31.00 Hourly - Napa, California- Pay Range: $23.00 - $ 31.00 Hourly - Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities. - $23.00 - $31.00 (maybe duplicate) Benefits: - Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. - 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 We need to output HTML fragment only. We'll create sections:

      About the Role

      with paragraphs (maybe combine into one

      ).

      Responsibilities

      with
      • for each duty.

        Qualifications

        maybe split into Required and Desired? Could have two subheadings? But spec only allows headings like Requirements, Qualifications, Skills. We could do

        Required Qualifications

        and

        Desired Qualifications

        but those are not in list but could be considered under Qualifications. However spec says use headings for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It doesn't forbid other headings? It says use

        for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). That suggests we should use those exact headings when applicable. But we can also use other headings if needed? It says "use

        for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." It implies those are examples; we can use other headings if they match content. Safer to stick to those examples. So we could have: - About the Role - Responsibilities - Requirements (maybe combine Required and Desired) - Benefits - Pay - Schedule We might also include Skills? Not needed. We need to preserve all substantive info; we can put Required and Desired under Requirements as separate
          maybe with a note. We also have Job Expectations which includes schedule, language assessment, SAFE registration, etc. Some of those could go under Requirements or Schedule. Schedule section: ability to work schedule that includes Saturdays. Also maybe mention "Support branch operations by flexing between cash handling and customer banking activities" is not schedule. Could be under Requirements. We'll create:

          About the Role

          ... (the about paragraph)

          Responsibilities

          • ... each duty

          Requirements

          maybe split into Required and Desired as separate
            with preceding

            indicating required vs desired? Could do two

              with headings

              Required Qualifications:

              but that's not a heading; we can just include as list items with text indicating required/desired. But we need to preserve detail; we can include two sections:

              Required Qualifications

              and

              Desired Qualifications

              though not in examples but still heading. The instruction: "use

              for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." It doesn't forbid other headings, but says use h3 for section headings (e.g ...). I'd interpret that we should use those headings when we have those sections; but we can also use other headings if needed. Safer to stick to the list. So we can combine Required and Desired under Requirements heading, maybe with a note. We'll do:

              Requirements

              Required Qualifications:

              • ...

              Desired Qualifications:

              • ...
              That uses

              for prose and

                for lists. Similarly for Job Expectations we could put under Requirements as well, maybe as another

                Job Expectations:

                  ... Schedule: ability to work schedule that includes Saturdays. Also maybe mention "Support branch operations by flexing between cash handling and customer banking activities" is not schedule. We'll put schedule info under Schedule heading. Pay: we have pay ranges per location; we can list as
                    . Benefits: list. We also need to include location info maybe under About the Role as a paragraph. Let's craft. About the Role paragraph: combine the about paragraph and location note. We'll write:

                    Wells Fargo is seeking an Associate Personal

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