Associate Personal Banker Alamo Plaza

Wells Fargo Bank•Alamo, CA

1d•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 with appropriate banking products, services, and digital tools to help them manage their finances. The role 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 skills, sound judgment, and balancing customer service with business growth. Wells Fargo provides training and coaching to support career development and mobility. The position is located at Alamo Plaza, 3157 Danville Blvd, Alamo, CA 94507. The schedule includes Saturdays, and the employee will flex 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 initiates the process after the start date. Loan originators must satisfy applicable LO/CFPB requirements and Wells Fargo standards 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 role is not eligible for visa sponsorship. The stated base pay range is $23.00–$31.00, and employees may be eligible for incentive opportunities.

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 policies, including standards related to financial responsibility, character, fitness, and criminal background.
Ability to follow policies and regulations and identify and escalate risk concerns.
The position is not eligible for visa sponsorship.

Nice To Haves

Prior experience in financial services or a highly regulated, customer-facing role, demonstrating comfort with structured processes, accuracy, and service expectations.
Experience building trust-based customer relationships through active listening, follow-up, and consistent engagement.
Comfort initiating outreach through 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 confidence guiding customers in adopting capabilities that enhance their banking experience.
Ability to identify customer needs and connect customers to appropriate solutions, including referrals when additional expertise is needed.
Proven ability to collaborate with teammates and partners to resolve needs and deliver a seamless customer experience.
Demonstrated 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 support customer and business goals.
Support everyday banking needs, including new account openings, service requests, and credit applications.
Handle cash and perform teller-line activities, processing transactions accurately and 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 and coordinate handoffs to licensed bankers or other specialists so customers reach the appropriate expertise.
Flex between cash handling and customer banking activities, including account openings and ongoing account support.
Follow applicable risk and compliance programs, policies, and procedures; identify, escalate, and help remediate issues as appropriate.