Associate Personal Banker

Jobtailor; Palmdale (CA); On-site; USD 42,000 - 56,000; Full time

Job summary

Wells Fargo in California is seeking a customer service professional to support branch operations, open accounts, handle transactions, and connect customers with suitable banking solutions. You will engage customers through calls, emails, and in-branch interactions while maintaining compliance and risk controls.

The role emphasizes proactive relationship building, accurate service delivery, and collaboration with licensed bankers and teammates.

Qualifications

• 6+ months of interacting with customers experience or equivalent demonstrated through work experience, training, military experience, or education.
• Prior experience in financial services or a highly regulated, customer-facing role.
• Experience building trust-based customer relationships through active listening, follow-up, and consistent engagement.
• Comfort initiating outreach through calls, emails, or other channels.
• Comfort with digital tools and technology and ability to quickly learn new systems.

Responsibilities

• Build lasting customer relationships through proactive, meaningful conversations.
• Understand customer needs and connect them with relevant banking products, services, and solutions.
• Drive branch growth by identifying opportunities, promoting solutions, and making appropriate referrals.
• Support new account openings, service requests, and credit applications.
• Perform cash handling and teller line activities while maintaining compliance and operational standards.
• Use and adopt digital tools and technologies to enhance the customer experience.
• Deliver accurate, compliant service within defined risk controls.
• Collaborate with branch teammates to coordinate handoffs to licensed bankers or other specialists.
• Flex between cash handling and customer banking activities to support branch operations.

Skills

Customer Relationship Management

Cash Handling

Digital Tools Proficiency

Compliance Adherence

Financial Services Experience

Education

SAFE Registration

Tools

Digital Banking Tools

CRM Software

Job description

• Build lasting customer relationships through proactive, meaningful conversations
• Understand customer needs and connect them with relevant banking products, services, and solutions
• Drive branch growth by identifying opportunities, promoting solutions, and making appropriate referrals
• Support new account openings, service requests, and credit applications
• Perform cash handling and teller line activities while maintaining compliance and operational standards
• Use and adopt digital tools and technologies to enhance the customer experience
• Deliver accurate, compliant service within defined risk controls
• Collaborate with branch teammates to coordinate handoffs to licensed bankers or other specialists
• Flex between cash handling and customer banking activities to support branch operations

Requirements

• 6+ months of interacting with customers experience, or equivalent demonstrated through work experience, training, military experience, or education
• Prior experience in financial services or a highly regulated, customer-facing role
• Experience building trust-based customer relationships through active listening, follow-up, and consistent engagement
• Comfort initiating outreach through calls, emails, or other channels
• Comfort with digital tools and technology and ability to quickly learn new systems
• Ability to identify customer needs and connect them to appropriate solutions, including referrals
• Ability to collaborate with teammates and partners
• Ability to follow policies and regulations while identifying and escalating risk concerns
• Ability to work a schedule that will include Saturdays
• SAFE registration is required at the time of employment
• Loan Originators must meet LO/CFPB requirements and comply with Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background
• This position is not eligible for Visa sponsorship

Core Competencies

Demonstrates strong customer relationship management skills by effectively identifying customer needs and connecting them with relevant banking products and services. Proficient in cash handling, compliance, and utilizing digital tools to enhance customer experience.

Highest-signal resume keywords

• Customer Relationship Management
• Cash Handling
• Digital Tools Proficiency
• Compliance Adherence
• Financial Services Experience

ATS Optimization Keywords

Hard Skills

• Cash Handling
• Customer Service
• Account Opening
• Credit Applications
• Risk Management

Soft Skills

• Active Listening
• Collaboration
• Trust Building
• Effective Communication

Certifications & Qualifications

• SAFE Registration

Industry Keywords

• Financial Services
• Regulatory Compliance
• Customer-Facing Role
• Loan Originator Requirements

Tools & Technologies

• Digital Banking Tools
• Customer Relationship Management Software