Personal Banker Gilroy

Wells Fargo•Gilroy, CA

7d•$23 - $31•Onsite

About The Position

Wells Fargo is seeking an Associate Personal Banker (SAFE) to join its National Branch Network in Gilroy, California. This frontline, in-branch role builds customer relationships by supporting everyday banking needs through branch interactions, scheduled conversations, and proactive outreach. The banker learns about customers’ financial goals and connects them with appropriate banking products, services, and digital tools. The position supports account openings, service requests, and credit applications, and works with branch teammates to provide a consistent, high-quality customer experience. The role requires balancing customer service and business growth while exercising sound judgment and following compliance and risk controls. Wells Fargo provides training and coaching to support career development. 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 employment; Wells Fargo initiates the registration process after the start date. Loan Originators must meet applicable LO/CFPB requirements and Wells Fargo standards, and may be subject to credit-report review and additional ongoing screening. The position is not eligible for visa sponsorship.

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 will initiate the process after the start date.
Loan Originators must meet LO/CFPB requirements and Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background.
Must comply with Wells Fargo risk, operational, and regulatory requirements and policies.

Nice To Haves

Prior experience in financial services or a highly regulated, customer-facing role, with comfort following structured processes and meeting 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 customers.
Comfort with digital tools and technology, ability to learn new systems quickly, and ability to guide customers in adopting relevant capabilities.
Ability to identify customer needs and connect customers 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 and identify and escalate risk concerns.

Responsibilities

Build lasting customer relationships through proactive conversations that support financial well-being and deepen engagement.
Lead 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 branch growth and customer and business goals.
Support everyday banking needs, including opening new accounts, handling service requests, and supporting credit applications.
Perform cash handling and teller-line activities, processing transactions accurately and in accordance with compliance and operational standards.
Use and adopt digital tools and technologies to enhance the customer experience and support changing banking needs.
Deliver accurate, compliant service and exercise sound judgment within defined risk controls.
Collaborate with branch teammates to coordinate handoffs to licensed bankers or other specialists.
Support branch operations by flexing between cash handling and customer banking activities.
Follow applicable risk and compliance programs, policies, and procedures; escalate and remediate issues as appropriate.