Personal Banker Silicon Peak

Wells Fargo•Milpitas, CA

7d•$23 - $31•Onsite

About The Position

Wells Fargo is seeking an Associate Personal Banker (SAFE) to join its National Branch. This frontline role builds customer relationships by supporting everyday banking needs through in-branch interactions, scheduled conversations, and proactive outreach. The banker learns about customers’ goals and connects them to relevant banking products, services, and digital tools to help them manage their finances. The role supports account openings, service requests, and credit applications, while working with branch teammates to provide a consistent, high-quality customer experience. It requires relationship-building, sound judgment, and balancing service with business growth. The position offers training and coaching as a foundation for career growth and mobility. The schedule will include Saturdays. The employee will flex between cash handling and customer banking activities, with an emphasis on account openings and ongoing account support. SAFE registration is required at the time of employment; Wells Fargo will initiate the process after the start date. Loan Originators must meet applicable LO/CFPB requirements and Wells Fargo policies. A credit report may be reviewed, and additional ongoing screening may apply. The position is not eligible for visa sponsorship. The role is based at one of the listed branch locations in San Jose, Morgan Hill, or Milpitas, California.

Requirements

At least 6 months of experience interacting with customers, or equivalent demonstrated through work experience, training, military experience, education, or a combination of these.
Ability to work a schedule that includes Saturdays.
SAFE registration is required at the time of employment; Wells Fargo initiates the process after the start date.
Loan Originators must meet LO/CFPB requirements and Wells Fargo standards related to financial responsibility, character, fitness, and criminal background.
Must comply with applicable Wells Fargo policies; a credit report may be reviewed and additional ongoing screening may apply.

Nice To Haves

Prior experience in financial services or a highly regulated, customer-facing role, with comfort following structured processes and accuracy and service expectations.
Experience building trust-based customer relationships through active listening, follow-up, and consistent engagement.
Comfort initiating outreach by calls, emails, or other channels to strengthen relationships and identify opportunities to support customer needs.
Comfort using digital tools and technology, ability to learn new systems quickly, and confidence guiding customers in adopting useful capabilities.
Ability to identify customer needs and connect them to appropriate solutions, including referrals when additional expertise is needed.
Ability to collaborate with teammates and partners to resolve customer needs and deliver a seamless experience.
Ability to follow policies and regulations while identifying and escalating risk concerns.

Responsibilities

Build lasting customer relationships through proactive conversations that support financial well-being and deepen engagement.
Conduct discovery-driven conversations to understand customer needs and connect them with relevant banking products, services, and solutions.
Identify opportunities, promote solutions, and make appropriate referrals to support customer and business goals.
Support everyday banking needs, including new account openings, service requests, and credit applications.
Handle cash and perform teller-line activities, accurately processing transactions while maintaining compliance and operational standards.
Use and adopt 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 and coordinate handoffs to licensed bankers or other specialists so customers reach the appropriate expertise.
Support branch operations by flexing between cash handling and customer banking activities.
Follow applicable risk and compliance programs, policies, and procedures; identify and escalate concerns as appropriate.