Associate Personal Banker Oakland Chinatown

Wells Fargo•Oakland, CA

3d•$23 - $31•Onsite

About The Position

Wells Fargo is seeking an Associate Personal Banker (SAFE) to join its National Branch Network in Oakland Chinatown. 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’ goals and connects them with relevant banking products, services, and digital tools. The role supports account openings, service requests, and credit applications while collaborating with branch teammates to deliver accurate, compliant, high-quality service. It includes cash handling and teller-line activities, customer discovery and referrals, and the use of digital tools. The position offers training and coaching intended to support long-term career growth and mobility. SAFE registration is required at the time of employment; Wells Fargo initiates the process after the employee’s start date. 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.
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 comply with Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background.
Must comply with applicable Wells Fargo policies and procedures and fulfill risk and compliance obligations.

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 customer needs.
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 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 customers 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 while maintaining compliance and operational standards.
Use and adopt digital tools and technologies to enhance customer experiences and support changing banking needs.
Deliver accurate, compliant service and exercise sound judgment within defined risk controls.
Coordinate with branch teammates and hand off customers to licensed bankers or specialists when appropriate.
Flex between cash-handling and customer-banking activities to support branch operations, including account openings and ongoing account support.
Follow applicable risk and compliance requirements, identify and escalate concerns, and support issue remediation.