Personal Banker Downtown OC District

Wells Fargo Bank•Santa Ana, CA

4d•Onsite

About The Position

Wells Fargo is seeking an Associate Personal Banker (SAFE) for its National Branch Network within the Consumer, Small & Business Banking division. The role supports customers with banking needs by building relationships, providing service, and connecting customers with appropriate products, services, and digital solutions. The position includes customer contact and may involve offering or negotiating terms for, or taking applications for, dwelling-secured transactions. Employment is contingent on meeting SAFE Mortgage Licensing Act requirements, including acceptable background investigation results, and applicable Loan Originator requirements under Regulation Z. The position requires SAFE registration at employment and ongoing compliance with regulatory and Wells Fargo requirements. The role is not eligible for visa sponsorship. The schedule may include most Saturdays. The employee maintains a cash drawer, handles and balances cash, and completes service-related tasks as needed. Posting locations are branches in Anaheim, Orange, Santa Ana, Garden Grove, Tustin, Villa Park, and Yorba Linda, California; positions may not be available at every listed location. Base pay is $23.00–$31.00 per hour, with possible incentive opportunities. Eligible employees may receive a comprehensive benefits package.

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.
Meet SAFE registration requirements at the time of employment and ongoing requirements under the SAFE Mortgage Licensing Act and related regulations.
Meet applicable Loan Originator qualification requirements, including financial responsibility, character, general financial fitness, and criminal background standards.
Comply with applicable Wells Fargo policies and ongoing regulatory requirements, including additional screening if necessary.
Ability to work a schedule that may include most Saturdays.
Ability to maintain a cash drawer and handle and balance cash.

Nice To Haves

Customer-service focus and experience handling complex transactions across multiple systems.
Experience proactively engaging customers through phone or email outreach.
Ability to educate customers about technology and the value of mobile banking options.
Ability to help customers succeed financially by introducing them to additional team members as appropriate.
Experience working with others on a team to meet customer needs.
Experience fostering and developing strong customer relationships.
Ability to build strong relationships with internal partners.
Ability to follow policies, procedures, and regulations.
Ability to identify potential fraud or risky accounts and take appropriate action to prevent loss.
Ability to interact with integrity and professionalism with customers and team members.
Relevant military experience working with military protocol and instructions, enlisted evaluations, or officer/leadership reporting.
Relevant military experience in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources, or military recruiting.
Proficiency in proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues.
Ability to support customers and employees in resolving or escalating concerns or complaints.

Responsibilities

Build customer relationships through proactive outreach and provide an exceptional customer experience.
Propose appropriate products, services, and digital solutions to help customers succeed financially.
Assist customers with basic requests related to opening accounts, completing service requests, and submitting credit applications.
Develop an understanding of bank products and services and connect them to customers’ needs.
Interact with customers to demonstrate care and build relationships.
Provide customers with appropriate options for bank products and services.
Refer customers’ financial needs to other bankers and partners as appropriate.
Maintain a cash drawer and handle and balance cash.
Complete service-related tasks as needed.
Follow applicable risk and compliance programs, policies, and procedures; escalate and remediate issues as appropriate.
Identify potential fraud or risky accounts and take appropriate action to prevent loss.
Support customers and employees in resolving or escalating concerns or complaints.