Personal Banker North Coast Rohnert Park

Wells Fargo & Company•Sebastopol, CA

1d•$23 - $31•Onsite

About The Position

Wells Fargo is seeking an Associate Personal Banker (SAFE) for its National Branch. This frontline role builds customer relationships through in-branch interactions, scheduled conversations, and proactive outreach. The banker learns about customers’ goals and connects them with banking products, services, and digital tools to help them manage their finances. The role supports account openings, service requests, and credit applications while collaborating with branch teammates to provide a consistent, high-quality customer experience. It involves balancing customer service and business growth through relationship building, sound judgment, and compliance with operational and risk controls. Wells Fargo provides training and coaching to support career growth and mobility. The position may be based at one of the listed Northern California branch locations, subject to availability. The role is not eligible for visa sponsorship. SAFE registration is required at the time of employment, and Wells Fargo will initiate the process after the start date. Loan Originators must meet LO/CFPB requirements and Wells Fargo policies; background and ongoing screening may apply.

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 policies, including standards related to financial responsibility, character, fitness, and criminal background.
Must comply with Wells Fargo policies and applicable risk and compliance requirements.

Nice To Haves

Prior experience in financial services or another 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 through calls, emails, or other channels to strengthen relationships and identify ways to support customer needs.
Comfort with digital tools and technology, ability to learn new systems quickly, and ability to guide customers in adopting useful capabilities.
Ability to identify customer needs and connect them with 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.
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 new account openings, service requests, and credit applications.
Handle cash and perform teller line activities, processing transactions accurately and in compliance with operational standards.
Use and adopt digital tools and technologies to enhance the customer experience.
Deliver accurate, compliant service and exercise sound judgment within defined risk controls.
Collaborate with branch teammates and coordinate handoffs to licensed bankers or other specialists.
Flex between cash handling and customer banking activities, supporting account openings and ongoing account needs.
Follow applicable risk and compliance policies, procedures, and obligations; identify, escalate, and remediate issues as appropriate.