Personal Banker- Coastal OC District

Wells Fargo Bank•Fountain Valley, CA

4d•Onsite

About The Position

Wells Fargo is hiring 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 customers’ goals and connects them with appropriate banking products, services, and digital tools. The position supports account openings, service requests, and credit applications while collaborating with branch teammates to provide a consistent, high-quality customer experience. Success requires strong relationship building, sound judgment, and balancing customer service with business growth. Wells Fargo provides training and coaching to support long-term career growth and mobility. The role includes cash handling and teller-line activities, as well as customer banking activities, with an emphasis on account openings and ongoing account support. The schedule includes Saturdays. 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 standards regarding 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 posting lists branch locations in Huntington Beach, Costa Mesa, Fountain Valley, Newport Beach, and Santa Ana, California. Positions may not be available at every listed location. The base pay range is $23.00–$31.00, with possible incentive opportunities. The posting end date is November 4, 2026, though it may be removed earlier due to applicant volume.

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 will initiate the process after the start date.
Loan Originators must meet LO/CFPB requirements and Wells Fargo standards related to financial responsibility, character, fitness, and criminal background.
Must comply with applicable policies and regulations, identify and escalate risk concerns, and fulfill risk and compliance obligations.
The position is not eligible for visa sponsorship.

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 digital capabilities.
Ability to identify customer needs and connect them 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.
Lead 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 meet 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 while exercising sound judgment within defined risk controls.
Collaborate with branch teammates to coordinate seamless handoffs to licensed bankers or other specialists.
Flex between cash handling and customer banking activities, emphasizing strong service through account openings and ongoing account support.