Personal Banker Palm Spring

Wells Fargo•Palm Springs, CA
•$21 - $30•Onsite

About The Position

Wells Fargo is hiring an Associate Personal Banker (SAFE) for its National Branch Network. In this frontline, in-branch role, the employee 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, solutions, and digital tools. The role supports account openings, service requests, and credit applications, and includes cash handling and teller-line activities. The banker works with branch teammates and specialists to provide accurate, compliant service and a consistent customer experience. The position offers training and coaching to support career growth. The schedule includes Saturdays, and the role is not eligible for visa sponsorship. SAFE registration is required at the time of employment; Wells Fargo initiates the registration process after the employee’s start date.

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.
  • A credit report may be reviewed, excluding the credit score, and additional ongoing screening may apply.

Nice To Haves

  • Prior experience in financial services or another 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 phone, email, 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 banking 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, meaningful conversations that support financial well-being and deepen engagement.
  • Understand customer needs through discovery-driven conversations 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, 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 and exercise sound judgment within defined risk controls.
  • Coordinate with branch teammates and hand off customers to licensed bankers or other specialists when appropriate.
  • Flex between cash handling and customer banking activities to support branch operations, with an emphasis on account openings and ongoing account support.
  • Follow applicable policies and procedures, fulfill risk and compliance obligations, and escalate and remediate issues appropriately.

Benefits

  • 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
  • Eligible employees may also be eligible for incentive opportunities.
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