Personal Banker North OC District
At Wells Fargo, we're a global trailblazer in financial services, 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 in and out of work. 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 community involvement, celebrated for authenticity, and empowered to grow. Wells Fargo is 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 customer relationships through proactive outreach and propose products, services, and digital solutions to help customers succeed financially.
Responsibilities
- Deliver exceptional customer experiences by building relationships and offering appropriate products, services, and digital solutions.
- Assist customers with opening new accounts, completing service requests, and submitting credit applications.
- Receive direction from managers and exercise judgment within defined policies and procedures.
- Develop understanding of bank products and services to connect 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 cash drawer, handle cash balancing, and complete service-related tasks.
- Identify potential fraud/risky accounts and take appropriate action to prevent loss.
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 customer interaction experience, 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 teams 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 interact with integrity and professionalism 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.
- Support customers and employees in resolving or escalating concerns or complaints.
Job Expectations
- Ability to work a schedule that may include most Saturdays.
- SAFE registration is required at the time of employment; Wells Fargo will initiate this process after your start date.
- 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
- 1899 W. Malvern Ave, Fullerton, CA 92833
- 230 S. State College Blvd, Brea, CA 92821
- 201 W. Imperial Hwy, Brea, CA 92821
- 9323 E. Firestone Blvd, Downey, CA 90241
- 8345 Firestone Blvd, Downey, CA 90241
- 141 W. Bastanchury Rd, Fullerton, CA 92835
- 1190 S. Beach Blvd, La Habra, CA 90631
- 441 W. Whittier Blvd, La Habra, CA 90631
- 15056 Rosecrans Ave, La Mirada, CA 90638
- 111 E. Yorba Linda Blvd, Placentia, CA 92870
- 13366 Telegraph Rd, Santa Fe Springs, CA 90670
- 368 N. Lemon Ave, Walnut, CA 91789
- 1396 N. Rose Dr, Placentia, CA 92870
Positions may not be available at all listed branch locations.
Pay
$23.00 - $31.00 per hour. Pay may vary based on factors such as demonstrated prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.
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