Personal Banker
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.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 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 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):6460 Platt Ave, West Hills, CA 91307Pay 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
$22 - $26 per hour
...Personal Banker II We are seeking a dynamic Personal Banker II, who is an experienced advisor in establishing, developing, and retaining relationships with members to help meet their financial goals. The right candidate will have the ability to develop and retain financial...Suggested$30 - $37 per hour
...Personal Banker IV Warner Center We are seeking a dynamic Personal Banker IV, who is experienced in supporting the Branch Manager with oversight of the branch. Accountable for all aspects of performance including deposit/loan growth, member services, business development...SuggestedHourly pay$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- ...consistent with Credit Union standards; resolve member complaints quickly and accurately; responds to member inquiries on the phone and in person. Provides timely closing of loans through consistent follow-up of loan approvals. Directly responds to members inquiries...SuggestedHourly payWork at office
$23 - $31 per hour
...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...SuggestedWork experience placementFlexible hours- ...Visa sponsorshipThis position offers a hybrid work scheduleSpecific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by...Full timeWork experience placement
- Logix Federal Credit Union is seeking a Financial Services Officer I in Calabasas, CA. Ideal candidates are dynamic, results-driven sales professionals who thrive in a fast-paced environment and love helping members achieve their financial goals. The role offers a competitive...
- Citi in San Fernando, CA is seeking an entry-level Personal Banker SAFE Act to support sales, service, and customer relationship building with individual consumer clients. You will assist in processing requests under $250K, cross-sell treasury products, and collaborate...Full time
$92.22k - $106.1k
...workshops to gather business requirements, process flows, and define system design documentation.Conduct fit-gap analysis to identify personalization areas and develop solutions to address client-specific requirements.Advise clients on best practices for Workday implementation...Full timeContract workLocal areaFlexible hours$28.85 - $33.65 per hour
...Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be...Hourly payFull timeWork at officeImmediate startMonday to FridayShift workDay shift$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 areaFlexible hours$61k - $119k
...client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their...Full timeContract workFor contractorsWork at office- ...Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment... ...all while ranking first in customer satisfaction. Our business bankers work in the Consumer Bank to provide financial solutions to...
- ...Private Client Banker You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion...Immediate startAfternoon shift
- Citigroup Inc. is seeking an entry-level Personal Banker to support sales, products and service activities in coordination with the customer service team. The role aims to foster customer relationships, build loyalty and help increase sales to individual consumer clients...
- ...advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a... ...Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment...Immediate startAfternoon shift
$25 - $26.77 per hour
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. ...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift- ...the lives of others in your community? Join Corebridge Financial Services. We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and their families. If you want the flexibility to create your...Local areaImmediate startRemote work
- ...expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with... ...Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand...Immediate startAfternoon shift
- At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a...Work at officeShift workWeekend workDay shift
$70k - $80k
Bank of America in West Chatsworth is seeking a Financial Advisor to provide tailored financial advice and solutions to clients. Responsibilities include building comprehensive financial plans and recommending brokerage products. Candidates should hold Series 7 and 66 licenses...$70k - $80k
Job Description This role provides comprehensive financial advice and customized solutions to clients, including triaging leads, making referrals, building financial plans, and recommending brokerage products. The position requires compliance with the SAFE Act, including...Temporary workMonday to FridayShift workDay shift$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 timeInternshipLocal areaFlexible hours- JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to serve affluent clients and broader customers by managing comprehensive banking relationships across the firm. The role focuses on proactive relationship management, referrals, and delivering tailored...
$23 - $31 per hour
...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) to join our National Branch. In this frontline role, you will build relationships with customers by supporting everyday...Full timeWork experience placementFlexible hours$28.85 - $33.65 per hour
...Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be...Hourly payFull timeWork at officeImmediate startMonday to FridayShift workDay shift$90k - $100k
...standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth. Our Employee Benefits Package shows how much we value our team. Some benefits include: Employee ownership...Temporary workLocal areaFlexible hours$28 - $33 per hour
...Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials (SIE), Series 7 and Series 66 Exams. You will be taught the foundational skills...Work at officeImmediate startMonday to Friday$90k - $160k
BRG is an Equal Employment Opportunity/Affirmative Action Employer. All qualified candidates will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, disability, or protected veteran...Full timeWork experience placementLocal area- Northwestern Mutual invites you to start a financial advisory career as a financial representative, focusing on client building and licensing. You’ll receive award-winning training and a path to own a practice while learning to deliver holistic financial plans and retirement...For contractors
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Personal Banker. Be the first to apply!


