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 companies 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 by building relationships through proactive outreach.
- 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, and complete service-related tasks.
- Identify potential fraud or 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.
Requirements
- 6+ months of experience interacting with customers, or equivalent demonstrated through work experience, training, military experience, or education.
- SAFE registration at the time of employment (Wells Fargo will initiate the process).
- Compliance with Consumer Financial Protection Bureau qualification requirements for Loan Originator (LO) positions, including financial responsibility, character, general financial fitness, and criminal background standards.
- Ability to work a schedule that may include most Saturdays.
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.
- Experience working with others on a team to meet customer needs.
- Ability to foster and develop strong customer relationships.
- Ability to build strong relationships with internal partners.
- Ability to follow 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.
- Support customers and employees in resolving or escalating concerns or complaints.
Locations
Positions may be available at the following branch locations in California:
- 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
Pay
The base pay range for this position is $23.00 - $31.00 per hour. Pay may vary depending on factors such as 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