Personal Banker Inland Orange County

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. You will support account openings, service requests, and credit applications while working closely with branch teammates to deliver a consistent, high-quality customer experience.

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
• Prior experience in financial services or a highly regulated, customer-facing role, demonstrating comfort with structured processes, accuracy, and service expectations
• Bilingual speaking and listening proficiency in Spanish/English
• Prioritize 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
• 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
• Proven ability to follow policies and regulations while identifying and escalating risk concerns

Qualifications

• 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.

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 Range

$23.00 - $31.00

Posting Location(s)

• Anaheim Main 222 S. Harbor Blvd. Anaheim, CA 92805
• Bolsa Goldenwest 6952 Bolsa Ave Huntington Beach, CA 92647
• Brookhurst & Edinger 16025 Brookhurst St. Fountain Valley, CA 92708
• Buena Park 7560 Orangethorpe Ave. Buena Park, CA 90621
• Garden Grove Promenade 9929 Chapman Avenue Garden Grove, CA 92841
• Lincoln & Gilbert 2350 W. Lincoln Avenue Anaheim, CA 92801
• Little Saigon 9550 Bolsa Ave, Westminster CA 92683
• Old Ranch Town Center 12310 Seal Beach Blvd. Seal Beach, CA90740
• North Tustin 2535 N. Tustin St. Orange, CA 92865
• Seal Beach 13916 Seal Beach Blvd. Seal Beach, CA 90740
• State College 220 S. State College Blvd. Anaheim, CA 92806
• State College & La Palma 1135 N. State College Blvd. Anaheim, CA 92806
• Valley View & Ball 6090 Ball Road Buena Park, CA 90620
• Westminster 7950 Westminster Blvd. Westminster, CA 92683

Job Expectations

• Ability to work a schedule that will include Saturdays
• 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 End Date

14 Jul 2026

Company Information

We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Recruitment and Hiring Requirements

Third-Party recordings are prohibited unless authorized by Wells Fargo.

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.