Personal Banker- Coastal Oc District

Wells Fargo

Newport Beach, CA, US
Base: $23.00 - $31.00; bonus/equity: incentive opp...
Not specified (assumed in-person based on job description)
6+ months customer interaction experience
Safe mortgage licensing act compliance
Cash handling and drawer balancing
Wells Fargo is seeking an Associate Personal Banker for its Coastal OC District, emphasizing the importance of customer relationships and financial success. The role involves assisting customers with banking services, requiring compliance with the S.A.F.E. Mortgage Licensing Act

Job Summary

  • Wells Fargo is seeking an Associate Personal Banker to deliver exceptional customer experiences by building relationships and proposing appropriate financial products.
  • This role requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and ongoing employment is contingent upon meeting all such requirements.
  • Employees are eligible for comprehensive benefits including health coverage, a 401(k) plan, paid time off, and tuition reimbursement.

Matching Summary

Match Score: 85

Wells Fargo is seeking an Associate Personal Banker for its Coastal OC District, emphasizing the importance of customer relationships and financial success. The role involves assisting customers with banking services, requiring compliance with the S.A.F.E. Mortgage Licensing Act.

Salary

Base: $23.00 - $31.00; Bonus/Equity: Incentive opportunities available; Benefits: Health, 401(k), PTO, disability, life insurance, parental leave

Skills & Requirements

Must-have

  • 6+ months customer interaction experience
  • SAFE Mortgage Licensing Act compliance
  • Cash handling and drawer balancing
  • Proactive customer outreach capabilities
  • Fraud identification and risk prevention

Nice-to-have

  • Experience with complex multi-system transactions
  • Mobile banking education and digital solutions
  • Strong internal partnership relationship building
  • Military protocol and personnel benefits experience
  • Ability to resolve customer complaints effectively

Key Requirements

  • 6+ months interacting with customers experience
  • SAFE registration at time of employment
  • Acceptable background investigation results
  • Meeting Loan Originator requirements under Regulation Z
  • Not eligible for Visa sponsorship

Work Rights

Not specified

Tailored Resume

Cover Letter