Personal Banker Montclair Village

4 weeks ago

OAKLAND, CA, United States WELLS FARGO BANK Full time
Why Wells Fargo:

Are you ready for the next step in your career? This is where it begins - at a company known for our "Well Life" approach to supporting employees' career aspirations, work-life balance, and mental and physical health. We ranked #2 on the 2023 LinkedIn Top Companies list - and #1 among financial services companies - as the best workplace "to grow your career" in the U.S. We're especially proud of our tangible, meaningful commitment to diversity, equity, and inclusion in the workplace. When it comes to employees' financial health, we offer competitive salaries and generous benefits package. Apply today.

About this role:

Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at

In this role you will:
  • Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially
  • Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications
  • Receive direction from managers and exercise judgement within defined policies and procedures
  • Develop understanding of bank products and services to connect to customers' needs
  • Interact with customers to demonstrate care and build relationships
  • Provide appropriate options for bank products and services to customer
  • Refer customers' financial needs to other bankers and partners as needed
  • This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below
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:
  • Customer service focus with experience handling complex transactions across multiple systems
  • Experience proactively engaging with customers through outreach via phone or email
  • Ability to educate and connect customer to technology and share the value of mobile banking options
  • Ability to help customers succeed financially by offering introductions to additional team members as appropriate
  • Experience working with others on a team to meet customer needs
  • Experience fostering and developing strong customer relationships
  • Ability to build strong relationships with internal partners
  • Ability to follow policies, procedures, and regulations
  • Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss
  • Ability to interact with integrity and professionalism with customers and team members
  • Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting
  • Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting
  • Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
  • Support customers and employees in resolving or escalating concerns or complaints
Job Expectations:
  • Ability to work weekends and holidays as needed or scheduled
  • Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed
  • This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website () provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
  • This position is not eligible for Visa sponsorship
Posting Location(s):
  • 2220 Mountain Blvd OAKLAND, CA 94611
@RWF22

Pay Range
$22.00 - $30.19
Benefits

Wells Fargo provides all eligible full- and part-time employees with a comprehensive set of benefits designed to protect their physical and financial health and to help them make the most of their financial future. Visit Benefits - Wells Fargo Careers for an overview of the following benefit plans and programs offered to employees.
  • 401(k) Plan
  • Paid Time Off
  • Parental Leave
  • Critical Caregiving Leave
  • Discounts and Savings
  • Health Benefits
  • Commuter Benefits
  • Tuition Reimbursement
  • Scholarships for dependent children
  • Adoption Reimbursement
Posting End Date:

* Job posting may come down early due to volume of applicants.

We Value Diversity

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

  • Personal Banker Oakland Chinatown

    6 days ago

    OAKLAND, CA, United States WELLS FARGO BANK Full time

    Why Wells Fargo:Are you ready for the next step in your career? This is where it begins - at a company known for our "Well Life" approach to supporting employees' career aspirations, work-life balance, and mental and physical health. We ranked #2 on the 2023 LinkedIn Top Companies list - and #1 among financial services companies - as the best workplace "to...

  • Personal Banker Montclair Village

    3 weeks ago

    Oakland, CA, United States WELLS FARGO BANK Full time

    Why Wells Fargo: Are you ready for the next step in your career? This is where it begins - at a company known for our "Well Life" approach to supporting employees' career aspirations, work-life balance, and mental and physical health. We ranked #2 on the 2023 LinkedIn Top Companies list - and #1 among financial services companies - as the best...

  • Personal Banker Montclair Village

    4 weeks ago

    Oakland, CA, United States WELLS FARGO BANK Full time

    Why Wells Fargo: Are you ready for the next step in your career? This is where it begins - at a company known for our "Well Life" approach to supporting employees' career aspirations, work-life balance, and mental and physical health. We ranked #2 on the 2023 LinkedIn Top Companies list - and #1 among financial services companies - as the best...

  • Personal Banker

    2 weeks ago

    Oakland, United States Oxford Bank Full time

    Job Summary The Personal Banker is the face of Oxford Bank and will act as the primary customer contact within each branch. Personal Bankers of all levels will be lead team members in building and managing lifelong relationships with both consumer and business clients. Personal Bankers demonstrate a genuine interest in their customers and ask questions to...

  • Personal Banker

    4 weeks ago

    Oakland, United States Oxford Bank Full time

    Job DescriptionJob DescriptionJob SummaryThe Personal Banker is the face of Oxford Bank and will act as the primary customer contact within each branch. Personal Bankers of all levels will be lead team members in building and managing lifelong relationships with both consumer and business clients. Personal Bankers demonstrate a genuine interest in their...

  • Personal Banker

    3 weeks ago

    Oakland Park, United States American National Bank Full time

    Job Overview: We are seeking a highly motivated and customer-focused individual to join our team as a Personal Banker. As a Personal Banker, you will be responsible for providing exceptional service to our customers and assisting them opening accounts, cross-selling Bank products and services, performing account maintenance, assisting customers with problem...

  • Banker/teller

    3 weeks ago

    Oakland, United States M&T Bank Full time

    **Hiring Bankers in the Oakland, NJ area!** **Have you ever considered a career in banking? Are you an experienced banker looking for another opportunity or someone who is looking to get into banking? If so, we want to talk to you.** M&T has become of the nation’s strongest banks by knowing what matters most to our customers and our employees. Experience...

  • Youth Soccer Coach in Piedmont and Montclair

    1 month ago

    Oakland, United States Soccer Shots San Francisco Bay Full time

    Job DescriptionJob DescriptionNOW HIRING ENTHUSIASTIC COACHES TO JOIN OUR SOCCER SHOTS TEAMSoccer Shots is the soccer experience for children, using an acclaimed non-competitive curriculum and great coaches. Through the beautiful game, we aim to develop character, motor skills, and teamwork. Our team believes children are invaluable and our goal is simple:...

  • Youth Soccer Coach in Piedmont and Montclair

    4 weeks ago

    Oakland, United States Soccer Shots San Francisco Bay Full time

    Job DescriptionJob DescriptionNOW HIRING ENTHUSIASTIC COACHES TO JOIN OUR SOCCER SHOTS TEAMSoccer Shots is the soccer experience for children, using an acclaimed non-competitive curriculum and great coaches. Through the beautiful game, we aim to develop character, motor skills, and teamwork. Our team believes children are invaluable and our goal is simple:...

  • Youth Soccer Coach in Piedmont and Montclair

    4 weeks ago

    Oakland, United States Soccer Shots San Francisco Bay Full time

    Job DescriptionJob DescriptionNOW HIRING ENTHUSIASTIC COACHES TO JOIN OUR SOCCER SHOTS TEAMSoccer Shots is the soccer experience for children, using an acclaimed non-competitive curriculum and great coaches. Through the beautiful game, we aim to develop character, motor skills, and teamwork. Our team believes children are invaluable and our goal is simple:...

  • Personal Banker Oakland Chinatown_

    7 hours ago

    Oakland, United States Wells Fargo Full time

    **Why Wells Fargo:** Are you ready for the next step in your career? This is where it begins - at a company known for our "Well Life" approach to supporting employees' career aspirations, work-life balance, and mental and physical health. We ranked #2 on the 2023 LinkedIn Top Companies list - and #1 among financial services companies - as the best workplace...

  • Personal Banker Oakland Chinatown

    7 days ago

    Oakland, United States Wells Fargo Full time

    **Why Wells Fargo**: **About this role**: **In this role you will**: - Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially - Receive direction from managers and exercise judgement within...

  • Personal Banker Safe Act

    2 weeks ago

    Oakland, United States Citi Full time

    The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer...

  • Group Dog Walker

    4 weeks ago

    Oakland, United States Doggy Lama Pet Care Full time

    Job DescriptionJob DescriptionWould you like to get paid to spend time with dogs on local trails, streets, and beaches? This could be an amazing opportunity to make a difference in your community while working in a job you love!Doggy Lama Pet Care offers a positive-reinforcement (R+)-oriented pet care experience to support families in the East Bay (Oakland,...

  • Group Dog Walker

    4 weeks ago

    Oakland, United States Doggy Lama Pet Care Full time

    Job DescriptionJob DescriptionWould you like to get paid to spend time with dogs on local trails, streets, and beaches? This could be an amazing opportunity to make a difference in your community while working in a job you love!Doggy Lama Pet Care offers a positive-reinforcement (R+)-oriented pet care experience to support families in the East Bay (Oakland,...

  • Group Dog Walker

    24 hours ago

    Oakland, United States Doggy Lama Pet Care Inc Full time

    Would you like to get paid to spend time with dogs on local trails, streets, and beaches? This could be an amazing opportunity to make a difference in your community while working in a job you love! Doggy Lama Pet Care offers a positive-reinforcement (R+)-oriented pet care experience to support families in the East Bay (Oakland, Berkeley, Emeryville, and...

  • Group Dog Walker

    4 weeks ago

    Oakland, United States Doggy Lama Pet Care Full time

    Job DescriptionJob DescriptionWould you like to get paid to spend time with dogs on local trails, streets, and beaches? This could be an amazing opportunity to make a difference in your community while working in a job you love!Doggy Lama Pet Care offers a positive-reinforcement (R+)-oriented pet care experience to support families in the East Bay (Oakland,...

  • Services Coordinator

    3 weeks ago

    Oakland, United States The John Stewart Company Full time

    Overview: **COMPANY SUMMARY**: The John Stewart Company is a full-service housing management, development and consulting organization that began in 1978 with a commitment to providing high quality service in the affordable housing sector. We work to enrich the lives of our residents and employees, while delivering our services cost‐effectively, efficiently...

  • Services Coordinator

    3 weeks ago

    Oakland, United States CareerBuilder Full time

    Overview: COMPANY SUMMARY: The John Stewart Company is a full-service housing management, development and consulting organization that began in 1978 with a commitment to providing high quality service in the affordable housing sector. We work to enrich the lives of our residents and employees, while delivering our services cost?effectively, efficiently and...

  • Scan Coordinator

    4 weeks ago

    Oakland, United States The Village Market Full time

    Job Summary: We are seeking a detail-oriented Coordinator to join our team. The Coordinator will be responsible for various administrative tasks, data entry, inventory control, and supporting market activities. **Duties**: - Conduct data entry tasks accurately and efficiently - Assist with inventory control and stock management - Support market-related...

  • Property Manager

    4 weeks ago

    Oakland, United States East Bay Asian Local Development Corporation Full time

    Job DescriptionJob Description Emphasizing our historic and continuing commitment to Asian and Pacific Islander communities, the East Bay Asian Local Development Corporation (EBALDC) works with and for all the diverse populations of the East Bay to build healthy, vibrant and safe neighborhoods through community development.EBALDC is a first-generation...