Personal Banker
$31 per hourWells Fargo
Roving Associate Personal Banker (SAFE)Wells Fargo is seeking a Roving Associate Personal Banker (SAFE) to join our National Branch Network. In this front?line role, you will provide support across multiple branch locations within an assigned geography, building relationships with customers by supporting everyday banking needs through in?branch interactions, scheduled conversations, and proactive outreach. You will learn about customers' goals and connect them to the right banking products, services, and digital tools to help them manage their finances with confidence.You will support account openings, service requests, and credit applications while working closely with branch teammates across different locations to deliver a consistent, high?quality customer experience. Success is driven by a strong service mindset, sound judgment, flexibility, and effective teamwork in changing branch environments. This role offers meaningful exposure to a large financial institution and serves as a foundation for long?term growth and career mobility, supported by Wells Fargo's training and coaching.In this role you will:Provide personalized banking support across multiple branch locations within an assigned geographic area, covering for banker and teller absences and temporarily filling open positions as neededAdapt quickly to new branch environments, teams, and customer needs while maintaining consistent service quality and adherence to bank standardsBuild lasting customer relationships through proactive, meaningful conversations that support financial well?being and deepen engagementLead discovery driven conversations to understand customer needs and connect them with relevant banking products, services, and solutionsDrive branch growth by identifying opportunities, promoting solutions, and making appropriate referrals to meet customer and business goalsSupport everyday banking needs, including account openings, service requests, and credit applicationsPerform cash handling and teller line activities, accurately processing transactions while maintaining compliance and operational standardsDemonstrate comfort using and adopting digital tools and technologies to enhance the customer experience and support evolving banking needsDeliver accurate, compliant service while exercising sound judgment within defined risk controlsCollaborate with branch teammates to coordinate seamless handoffs to licensed bankers or other specialists, ensuring customers are connected to the right expertiseRequired Qualifications:6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, educationDesired Qualifications: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 engagementComfort initiating outreach (calls, emails, or other channels) to strengthen relationships and identify opportunities to support customer needsDemonstrated comfort with digital tools and technology, with the ability to quickly learn new systems and confidently guide customers in adopting capabilities that enhance their banking experienceAbility to identify customer needs and connect them to appropriate solutions, including referrals when additional expertise is neededProven ability to collaborate with teammates and partners to resolve needs and deliver a seamless customer experienceDemonstrated ability to follow policies and regulations while identifying and escalating risk concernsJob Expectations:Ability to travel 100% of the time within assigned geography. Commute to assigned branch location(s) for the duration of the assignment, with travel expectations aligned to company policyAbility to work a schedule that will include SaturdaysSupport branch operations by flexing between cash handling and customer banking activities, with an emphasis on delivering strong service through account openings and ongoing account support.SAFE registration is required at the time of employment and Wells Fargo will initiate the process after your 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 (credit score not included) and additional ongoing screening may apply.This position is not eligible for Visa sponsorshipPosting Location(s):Orinda 80 Moraga Way Orinda, CA 94563Castro Valley 3500 Castro Valley Blvd. Castro Valley, CA 94546Alamo Plaza 3157 Danville Road Alamo, CA 94507Crossroads 2380 Monument Blvd. Pleasant Hill, CA 94523Foothill Square 10700 MacArthur Blvd. Oakland, CA 94605Fortieth-Piedmont 151 40th St. Oakland, CA 94611Lafayette 3630 Mount Diablo Blvd. Lafayette, CA 94549Lakeshore 3348 Lakeshore Ave. Oakland, CA 94610Montclair Village 2220 Mountain Blvd. Oakland, CA 94611Moraga 1399 Moraga Way Moraga, CA 94556Piedmont Highland 344 Highland Ave. Piedmont, CA 94611Rossmoor 1920 Tice Valley Blvd. Walnut Creek, CA 94595Walnut Creek Main 1499 N. Main St. Walnut Creek, CA 94596Pay Range:This job profile is eligible for a 10% pay differential.$23.00 - $31.00BenefitsWells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.Health benefits401(k) PlanPaid time offDisability benefitsLife insurance, critical illness insurance, and accident insuranceParental leaveCritical caregiving leaveDiscounts and savingsCommuter benefitsTuition reimbursementScholarships for dependent childrenAdoption reimbursement
$250k
...The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to...SuggestedFull time$28 - $33 per hour
...our biggest strengths is the diversity of our people. Our mission is to capitalize on the diversity of our associates and promote personal and professional development throughout every area of the organization. We encourage diversity by actively seeking employees from...SuggestedFor contractorsWork at officeRemote workFlexible hours- ...III -- Sales Focus This position, Banking Specialist III, may be called by many other names: New Accounts Representative, Personal Banker, Financial Service Representative, etc. At First Bank, we choose to call you a "specialist" because that is what you are! Individuals...SuggestedFlexible hours
- Citigroup Inc. in Pleasant Hill, CA is seeking an entry-level Personal Banker under the SAFE Act to support sales, service and relationship building for individual consumer clients. In this role you will handle small business cross-sell opportunities, assist with credit...Suggested
- Citi is seeking an entry-level Personal Banker in Pleasant Hill, CA, to assist in sales and service activities with the customer service team. The role focuses on building customer loyalty and increasing sales to individual consumer clients. Responsibilities include handling...SuggestedFull time
- AppleOne Employment Services is seeking a Personal Banker in the East Bay, California. This direct-hire position focuses on helping customers with everyday financial needs, opening and maintaining accounts, and recommending banking solutions that fit each client's goals...Weekend work
$25 - $27 per hour
Job Summary We are seeking a customer-focused Personal Banker for a direct hire opportunity in the East Bay. This role is ideal for an experienced banking professional who enjoys helping customers with everyday financial needs, opening and maintaining accounts, and recommending...Hourly payTemporary work- ...point of contact for our clients. You will welcome clients and strengthen relationships within our client service model, delivering personalized conversations to identify financial solutions. You will acquire and engage branch clients, offer guidance on digital banking,...
- ...Relationship Banker- Pleasant Hill Area Pleasant Hill, California;Walnut Creek, California; San Ramon, California; Lafayette, California; Danville, California; Walnut Creek, California; Martinez, California **To proceed with your application, you must be at least 18 years...Work at officeFlexible hoursShift workWeekend workDay shift
$37 - $65.5 per hour
...Senior Branch Premier Banker (SAFE) Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) to play a pivotal role within our... ...coordinating warm introductions, setting clear expectations, and taking personal ownership to convert qualified opportunities into closed...Temporary workWork experience placementImmediate start- ...Citigroup Inc. in Danville, CA is seeking an entry-level Personal Banker SAFE Act to support sales, product and service activities with the customer service team. You will help grow relationships with consumer clients, cross-sell treasury and small business products, and...
- ...Citi in San Ramon, CA is seeking an entry-level Personal Banker SAFE Act to support sales, service, and client relationship activities under supervision. You will handle small business loan referrals ( Requirements include basic banking knowledge, NMLS registration, and...
- ...Private Banker We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking...Temporary workWork experience placementLocal area
$25.19 - $28.96 per hour
...Personal Banker Danville Retail Bank Employment Status: Full-Time, Hourly (40hrs), Non-Exempt Salary: $25.19 - $28.96 (commensurate with experience & qualifications) Location(s): Danville F & M Bank's Personal Bankers are responsible for building relationships...Hourly payFull timeWork experience placementLocal area$27 - $30 per hour
Branch Relationship Banker- Walnut Creek, CA Associates at California Bank & Trust work in a relationship-centered culture where they... ...Excellence Awards. We are looking for a Branch Relationship Banker (Personal Banker) to provide top notch customer service to our clients...Hourly payWork experience placementWork at officeLocal areaMonday to FridayFlexible hours- ...Trust, Walnut Creek branch, is seeking a Branch Relationship Banker to provide exceptional, full-service banking to new and existing... ..., consumer lending, and financial solutions while delivering personalized service. The role emphasizes community engagement, cross-selling...Local area
- JPMorganChase in Walnut Creek, CA is seeking a Private Banker to advise families on building, preserving and managing wealth, using expertise in investments, credit and banking to advise current clients and attract new assets. You will be part of a local team supported...Local area
- Citigroup Inc. is seeking a Personal Banker SAFE Act in San Ramon, California. This entry-level position focuses on assisting in sales and customer relations, designed to build loyalty and increase sales among individual consumer clients. The role includes responsibilities...
- Citi is seeking a Personal Banker in Danville, CA to assist customers with banking and lending solutions. This entry-level role supports sales and service activities in coordination with the customer service team, aiming to deepen relationships and grow deposits. You will...Full time
$70.3k - $73.98k
...CPA's, Attorneys, Physicians, etc.). Position yourself as their banker of choice. Generate 1 SPF referral per month. Generate 2... ...purposes of business travel, a valid driver's license as well as a personal vehicle to drive is required. PHYSICAL DEMANDS: The...Full timeWork experience placement- ...achieve what matters most.Schwab Wealth Advisory is a fee‑based, non‑discretionary investment advisory solution built on trust, personalized service, and a fiduciary commitment to our clients. As a Wealth Advisor, you’ll manage ongoing client relationships, deliver holistic...Full timeWork at office
$100k
...guidance.Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory...Full timeWork at officeDay shift$180.27k - $220.33k
...enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes...Local area$350k - $400k
...designation required. In lieu of the CFP, the following certifications may be acceptable: Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC).Series 65 required, unless any...Temporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours$50k - $100k
...the lending process and established yield, quality, diversification, and risk guidelines. \n Makes credit recommendations for personal lending transactions, including home financing, in accordance with sound credit granting principles and with the Bank’s policies and...Contract workPart timeLocal areaImmediate startDay shift- ...achieve what matters most.Schwab Wealth Advisory is a fee‑based, non‑discretionary investment advisory solution built on trust, personalized service, and a fiduciary commitment to our clients. As a Sr. Manager, Wealth Advisor, you’ll manage ongoing client relationships...Full timeWork at office
$37 - $65.5 per hour
...Senior Branch Premier Banker (SAFE) Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) to play a pivotal role within our... ...coordinating warm introductions, setting clear expectations, and taking personal ownership to convert qualified opportunities into closed...Temporary workWork experience placementImmediate start$1,000 per month
...collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial...Full timeContract workFor contractorsInternshipLocal areaRemote workFlexible hours$63.3k - $117.2k
...seminars) and cultivate branch employee referrals. Identifies opportunities during customer conversations to generate referrals for personal and commercial banking products (e.g. personal banking, lending, and investments). Implements a relationship management plan in...Contract workPart timeLocal area$100k - $250k
...estate, tax, retirement, insurance, investment, and cash flow/capital needs planning analysis Unquestioned commitment to integrity in personal and professional activities Highly motivated with ability to function well in a fast-paced environment Self-starter by nature...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Personal Banker. Be the first to apply!
- personal banker Walnut Creek, CA
- private banker Walnut Creek, CA
- entry level personal training Walnut Creek, CA
- personal training Walnut Creek, CA
- attorney personal injury Walnut Creek, CA
- personal training part time Walnut Creek, CA
- personal caregiver Walnut Creek, CA
- personal security Walnut Creek, CA
- junior private banker
- personal banker

