Personal Banker- Coastal OC District

Wells Fargo•Huntington Beach, 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 suitable banking products, services, and digital tools. The role supports account openings, service requests, and credit applications while partnering with branch teammates to deliver a consistent, high-quality customer experience. Success requires relationship-building, sound judgment, and balancing service with growth. Wells Fargo provides training and coaching to support career growth and mobility. The position requires working a schedule that includes Saturdays and flexing 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 will initiate the process after the employee’s start date. Loan Originators must meet LO/CFPB requirements and Wells Fargo policies concerning financial responsibility, character, fitness, and criminal background. A credit report may be reviewed, excluding the credit score, and additional ongoing screening may apply. The position is not eligible for visa sponsorship. The base pay range is $23.00–$31.00. Pay may vary based on factors such as prior performance, skills, experience, and work location, and employees may be eligible for incentives. The posting lists branch locations in Huntington Beach, Costa Mesa, Fountain Valley, Newport Beach, and Santa Ana, California; positions may not be available at all listed locations.

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 comply with Wells Fargo policies concerning financial responsibility, character, fitness, and criminal background.
Ability to comply with applicable risk and compliance obligations and make sound risk decisions.

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 useful banking capabilities.
Ability to identify customer needs and connect them to appropriate solutions, including referrals when additional expertise is needed.
Proven 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.
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, accurately processing transactions while maintaining 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 while exercising sound judgment within defined risk controls.
Collaborate with branch teammates to 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 programs, policies, and procedures; escalate and remediate issues appropriately.