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Personal Banker | San Carlos

Wells Fargo

Associate Personal Banker (SAFE)Wells Fargo is seeking an Associate Personal Banker (SAFE) to join our National Branch. In this frontline role, you will build 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 to deliver a consistent, high-quality customer experience. Success is driven by strong relationship building, sound judgment, and the ability to balance service with growth.As a member of a leading financial institution, this role provides a strong foundation for long-term career growth and mobility, supported by Wells Fargo's training and coaching.In this role you will:Build 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 new 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 judgement 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 expectationsExperience 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 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):632 Laurel Street SAN CARLOS, CA 94070 United States of AmericaPay RangeReflected 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 - $31.00BenefitsWells 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

Vacancy posted 4 days ago
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