Personal Banker Peninsula Gateway
Listed on 2026-08-18
-
Finance & Banking
Bank Customer Service -
Customer Service/HelpDesk
Bank Customer Service
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 engagement
- Lead discovery-driven conversations to 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 to meet customer and business goals
- Support everyday banking needs, including new account openings, service requests, and credit applications
- Perform cash handling and teller line activities, accurately processing transactions while maintaining compliance and operational standards
- Demonstrate comfort using and adopting digital tools and technologies to enhance the customer experience and support evolving banking needs
- Deliver accurate, compliant service while exercising sound judgement within defined risk controls
- Collaborate with branch teammates to coordinate seamless handoffs to licensed bankers or other specialists, ensuring customers are connected to the right expertise
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:
- 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 engagement
- Comfort initiating outreach (calls, emails, or other channels) to strengthen relationships and identify opportunities to support customer needs
- Demonstrated 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 experience
- Ability to identify customer needs and connect them to appropriate solutions, including referrals when additional expertise is needed
- Proven ability to collaborate with teammates and partners to resolve needs and deliver a seamless customer experience
- Demonstrated ability to follow policies and regulations while identifying and escalating risk concerns
Job Expectations:
- Ability to work a schedule that will include Saturdays
- Support 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 sponsorship
Posting Location(s):
- 10260 S. De Anza Blvd. Cupertino, CA 95014
- 107
E. El Camino Real Sunnyvale, CA 94087 - 23000 Homestead Rd. Cupertino, CA 95014
- 100 Main St. Los Altos, CA 94022
- 735 Santa Cruz Ave. Menlo Park, CA 94025
- 2754 Middlefield Rd. Palo Alto, CA 94306
- 809 Cuesta Dr. Mountain View, CA 94040
- 599 Castro St. Mountain View, CA 94041
- 2301 University Ave Palo Alto, CA 94301
- 2600 W. El Camino Real Los Altos, CA 94040
- 325 Sharon Park Drive Menlo Park, CA 90425
- 505 California Ave. Palo Alto, CA 94304
- 1241 S. Mary Ave. Sunnyvale, CA 94087
- Due to timing and resource needs, positions may not be available at all branch locations outlined in the posting.
Pay Ranges:
- Cupertino, California
- Pay Range: $23.00 - $ 31.00 Hourly - Sunnyvale, California
- Pay Range: $23.00 - $ 31.00 Hourly - Los Altos, California
- Pay Range: $23.00 - $ 31.00 Hourly - Menlo Park, California
- Pay Range: $23.00 - $ 31.00 Hourly - Palo Alto, California
- Pay Range: $23.00 - $ 31.00 Hourly - Mountain View, California
- Pay Range: $23.00 - $ 31.00 Hourly
Pay Range
Reflected is the base pay range offered…
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