Personal Banker San Luis Obispo

Wells Fargo•San Luis Obispo, CA

1d•$23 - $31•Onsite

About The Position

Wells Fargo is hiring an Associate Personal Banker (SAFE) for its National Branch in San Luis Obispo, California. In this frontline role, you will build customer relationships through in-branch interactions, scheduled conversations, and proactive outreach. You will learn about customers’ goals and connect them with banking products, services, and digital tools that support their financial needs. You will support account openings, service requests, and credit applications while collaborating with branch teammates to provide a consistent, high-quality customer experience. The position combines customer service and growth responsibilities and requires sound judgment within risk controls. Wells Fargo provides training and coaching to support career development and mobility. The role includes cash handling and teller activities, and the schedule will include 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, 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. The position is not eligible for visa sponsorship. The listed base pay range is $23.00–$31.00, and employees may also be eligible for incentive opportunities.

Requirements

At least 6 months of experience interacting with customers, or equivalent demonstrated through work experience, training, military experience, or education.
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.

Nice To Haves

Prior experience in financial services or a highly regulated, customer-facing role, with comfort following structured processes and 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 and ability to learn systems quickly and guide customers in adopting relevant capabilities.
Ability to identify customer needs and connect them with 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 customer relationships through proactive, meaningful conversations that support financial well-being and engagement.
Understand customer needs and connect customers with relevant banking products, services, and solutions.
Identify opportunities, promote solutions, and make appropriate referrals to support customer and business goals.
Support 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 customer experiences.
Deliver accurate, compliant service and exercise sound judgment within defined risk controls.
Coordinate with branch teammates and make seamless handoffs to licensed bankers or other specialists.
Flex between cash handling and customer banking activities, emphasizing account openings and ongoing account support.
Follow applicable policies and procedures, fulfill risk and compliance obligations, and escalate or remediate issues appropriately.