The Heights District | Personal Banker

Wells Fargo

South San Francisco, California, US
Base: $23.00 - $31.00; bonus/equity: incentive opp...
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6+ months customer interaction experience
Safe mortgage licensing act compliance
Cash handling and balancing duties
** Wells Fargo is seeking an Associate Personal Banker for various locations in the San Francisco area to deliver exceptional customer service and support financial success for clients. The role involves building relationships, assisting with banking transactions, and promoting bank products while adhering to compliance regulations. **

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 regulatory requirements.
  • Employees receive a comprehensive benefits package including health benefits, 401(k) plans, paid time off, and tuition reimbursement.

Matching Summary

Match Score: 75

** Wells Fargo is seeking an Associate Personal Banker for various locations in the San Francisco area to deliver exceptional customer service and support financial success for clients. The role involves building relationships, assisting with banking transactions, and promoting bank products while adhering to compliance regulations. **

Salary

Base: $23.00 - $31.00; Bonus/Equity: Incentive opportunities may be available; 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

Key Requirements

  • SAFE registration at time of employment
  • Minimum 6 months customer interaction experience
  • Acceptable background investigation results
  • Meeting Loan Originator requirements under Regulation Z

Work Rights

Not specified

Tailored Resume

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