Personal Banker North 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. Wells Fargo is recognized as a top employer for career growth, ranking #1 among financial services employers on the 2025 LinkedIn Top Companies list.

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, offering financial solutions, and connecting customers to appropriate products and services.

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.
• 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 cash drawer, handle cash balancing, and complete service-related tasks.

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 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.
• Experience proactively engaging with customers through outreach via phone or email.
• Ability to educate customers on technology and share the value of mobile banking options.
• Ability to help customers succeed financially by connecting them to additional team members as appropriate.
• Experience working with others on a team to meet customer needs.
• Experience fostering and developing strong customer relationships.
• Ability to build strong relationships with internal partners.
• Ability to follow policies, procedures, and regulations.
• Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss.
• 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.
• Ability to support customers and employees in resolving or escalating concerns or complaints.
• 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 SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website provides the MU4R questions and registration required for this role. LO qualification requirements include meeting financial responsibility, character, general financial fitness, and criminal background standards. A current credit report will be used to assess financial responsibility, though a credit score is not part of the evaluation.

Pay

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

Schedule

This role may require working a schedule that includes most Saturdays.

Locations for this position include:
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