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Wells Fargo
Personal Banker Downtown OC District
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What they do
A Personal Banker works for a bank to sell bank services to individual clients. Promotes different account options, loans or other services to customers that have assets or deposits in that bank.
$77,985 / year median in California
-22% projected decline
Job Description
Why Wells Fargo:
- Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader
- we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job
- it's about finding all of the elements to help you thrive, in one place.
- Wells Fargo once again ranked in the top three
- making us the #1 financial services employer
- on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us!
- About this role:
- Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com.
- In this role you will:
- + Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially + Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications + Receive direction from managers and exercise judgement within defined policies and procedures + Develop understanding of bank products and services to connect to customers' needs + Interact with customers to demonstrate care and build relationships + Provide appropriate options for bank products and services to customer + Refer customers' financial needs to other bankers and partners as needed + This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction.
Required Qualifications:
- + 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
- + Customer service focus with experience handling complex transactions across multiple systems + Experience proactively engaging with customers through outreach via phone or email + Ability to educate and connect customer to technology and share the value of mobile banking options + Ability to help customers succeed financially by offering introductions 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/risky accounts and take appropriate action to prevent loss + Ability to interact with integrity and professionalism with customers and team members + Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting + Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting + Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues + Support customers and employees in resolving or escalating concerns or complaints •
Job Expectations:
- + Ability to work a schedule that may include most Saturdays + Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed + This position requires SAFE registration at the time of employment.
- Posting Location(s):
- + 5625 E.
CA 92807 + 2099 S.
State College Blvd, AnaheimCA 92806 + 8540 E.
Chapman Ave, OrangeCA 92869 + 1801 E.
17th St, Santa AnaCA 92705 + 12952
Harbor Blvd, Garden GroveCA 92840 + 3764 W.
McFadden Ave, Santa AnaCA 92704 + 892 N.
Tustin St, OrangeCA 92867 + 18356
Irvine Blvd, TustinCA 92780 + 17775
Santiago Blvd, Villa ParkCA 92861 + 2301 S.
Main St, Santa Ana 92707 + 20375 Yorba Linda Blvd. Yorba Linda, CA 92886 - _Positions may not be available at all branch locations outlined in the posting_
- Pay Range
- Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities. $23.00
- $31.00
- Benefits
- Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits
- Wells Fargo Jobs (https://www.
Posting End Date:
- 20 Jul 2026
- _Job posting may come down early due to volume of applicants._
- We Value Equal Opportunity
- Wells Fargo is an equal opportunity employer.
- Applicants with Disabilities
- To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (https://www.wellsfargojobs.com/en/diversity/disability-inclusion/) .
- Drug and Alcohol Policy
- Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (https://www.wellsfargojobs.com/en/wells-fargo-drug-and-alcohol-policy) to learn more.
Wells Fargo Recruitment and Hiring Requirements:
- a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
Req Number:
- R-557369