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Associate Personal Banker Greater San Francisco District

Associate Personal Banker Greater San Francisco District

Veterans StaffingSan Francisco, CA, US
10 days ago
Job type
  • Full-time
  • Part-time
Job description

Associate Personal Banker (SAFE)

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. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it 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!

Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. 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. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below.

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. Wells Fargo will initiate the SAFE registration process immediately after your employment start date.
  • Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
  • This position is not eligible for Visa sponsorship
  • Posting Location(s) :

  • 3027 16th St., San Francisco, CA 94103
  • 2595 Mission St., San Francisco, CA 94110
  • 655 8th St., San Francisco, CA 94103
  • 3801 3rd St., Suite 116, San Francisco, CA 94124
  • 557 Castro St., San Francisco, CA 94114
  • 1266 Market St., San Francisco, CA 94102
  • 4045 24th St., Ste. B, San Francisco, CA 94114
  • 2300 16th St., San Francisco, CA 94103
  • 2300 Irving St., San Francisco, CA 94122
  • 725 Irving St., San Francisco, CA 94122
  • 5455 Geary Blvd., San Francisco, CA 94121
  • 3624 Geary Blvd., San Francisco, CA 94118
  • 3431 California St., San Francisco, CA 94118
  • 1726 Haight St., San Francisco, CA 94117
  • Benefits :

    Wells Fargo provides all eligible full- and part-time employees with a comprehensive set of benefits designed to protect their physical and financial health and to help them make the most of their financial future. Visit Benefits - Wells Fargo Careers for an overview of the following benefit plans and programs offered to employees :

    401(k) Plan

    Paid Time Off

    Parental Leave

    Critical Caregiving Leave

    Discounts and Savings

    Health Benefits

    Commuter Benefits

    Tuition Reimbursement

    Scholarships for dependent children

    Adoption Reimbursement

    Positions may not be available at all branch locations outlined in the posting. Position requires full-time training for 8-10 weeks. Training schedule is as follows : Monday - Friday - 8 : 30am - 5 : 30pm.

    Pay Range : Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.

    $23.00 - $31.00

    We Value Equal Opportunity

    Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

    Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.

    Applicants with Disabilities

    To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

    Drug and Alcohol Policy

    Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

    Wells Fargo Recruitment and Hiring Requirements :

    a. Third-Party recordings are

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    Personal Banker • San Francisco, CA, US

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