Personal Banker North 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 in one place. 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.

About the Role

Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer Banking and Lending division. This role involves delivering an exceptional customer experience by building relationships through proactive outreach and proposing appropriate products, services, and digital solutions to help customers succeed financially.

Responsibilities

• Assist customers with basic requests related to 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 to customers' needs.
• Interact with customers to demonstrate care and build relationships.
• Provide appropriate options for bank products and services to customers.
• Refer customers' financial needs to other bankers and partners as needed.
• Maintain cash drawer, handle cash balancing, and complete service-related tasks.
• Participate in proactive customer outreach via phone or email.
• Educate customers on mobile banking options and digital solutions.
• Identify potential fraud/risky accounts and take appropriate action to prevent loss.

This SAFE position has customer contact and job duties that may include offering/negotiating terms and/or taking an application for a dwelling-secured transaction. 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.
• Ability to proactively engage with customers through outreach via phone or email.
• Experience educating customers on technology and 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 strong relationships with internal partners.
• Proficiency in following 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.
• 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.

This position requires SAFE registration at the time of employment. Wells Fargo will initiate the registration process immediately after your employment start date. Successful candidates must meet Consumer Financial Protection Bureau qualification requirements, including 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.

Schedule

• Ability to work a schedule that may include most Saturdays.

Pay

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

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 branch locations outlined in the posting.