Beach And Valley District | Personal Banker

Wells Fargo

Capitola, California, US
Base: $23.00 - $31.00; bonus/equity: incentive opp...
6+ months customer interaction experience
Safe mortgage licensing act compliance
Cash handling and balancing duties
Wells Fargo is seeking an Associate Personal Banker to deliver exceptional customer experiences by building relationships and proposing appropriate financial products

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 involves offering dwelling secured transactions.
  • Employees receive comprehensive benefits including health coverage, 401(k) plans, paid time off, and tuition reimbursement.

Matching Summary

Wells Fargo is seeking an Associate Personal Banker to deliver exceptional customer experiences by building relationships and proposing appropriate financial products.

Salary

Base: $23.00 - $31.00; Bonus/Equity: Incentive opportunities may apply; Benefits: Comprehensive health, 401(k), PTO, and tuition reimbursement

Skills & Requirements

Must-have

  • 6+ months customer interaction experience
  • SAFE Mortgage Licensing Act compliance
  • Cash handling and balancing duties

Nice-to-have

  • Proactive customer outreach via phone or email
  • Experience with complex transactions across systems
  • Ability to educate customers on mobile banking
  • Strong relationship building skills
  • Fraud identification capabilities

Key Requirements

  • 6+ months interacting with customers experience
  • SAFE registration at time of employment
  • Meeting Loan Originator requirements under Regulation Z
  • Acceptable background investigation results

Work Rights

Not specified

Tailored Resume

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