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Personal Banker, Timpanogos Branch, Lindon, UT

2 months ago

Lindon, Utah, United States Quality Talent Group Full time
Job Summary

We are seeking a highly motivated and customer-focused Personal Banker to join our team at Quality Talent Group. As a Personal Banker, you will be responsible for providing exceptional customer service and building strong relationships with our clients.

Key Responsibilities
  • Deliver exceptional customer service by building relationships and proposing financial solutions to meet customers' needs.
  • Assist customers with basic requests related to account opening, service requests, and credit applications.
  • Develop a deep understanding of our financial products and services to connect with customers' needs.
  • Interact with customers to demonstrate care and build trust.
  • Provide options for financial products and services to customers.
  • Refer customers' financial needs to other bankers and partners as needed.
Requirements
  • 6+ months of interacting with customers experience, or equivalent demonstrated through work experience, training, military experience, or education.
Preferred Qualifications
  • Customer service focus with experience handling complex transactions across multiple systems.
  • Experience proactively engaging with customers through outreach.
  • Ability to educate and connect customers 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.
Job Expectations
  • Ability to work a schedule that may include most Saturdays.
  • 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.