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Personal Banking Associate

2 months ago

District Heights, United States WELLS FARGO BANK Full time
Why Choose Wells Fargo:

At Wells Fargo, we understand that a fulfilling career encompasses more than just a job. It’s about discovering the elements that allow you to flourish in a supportive environment. #LivingTheWellLife signifies a commitment to your overall well-being, offering competitive compensation, a comprehensive benefits package, and programs designed to enhance your work-life balance. We celebrate your individuality and encourage personal growth, which has earned us recognition as one of the top workplaces for career development.

About the Position:

Wells Fargo is looking for a Personal Banking Associate (SAFE) to join our National Branch Network within the Consumer, Small & Business Banking division. This role is integral to delivering exceptional customer service and fostering financial success for our clients.

Key Responsibilities:
  • Engage with customers to provide outstanding service, building relationships through proactive outreach and recommending suitable products, services, and digital solutions.
  • Assist clients with fundamental requests, including account openings, service inquiries, and credit applications.
  • Follow guidance from management while exercising judgment within established policies and procedures.
  • Develop a comprehensive understanding of banking products and services to effectively meet customer needs.
  • Demonstrate care in customer interactions to strengthen relationships.
  • Offer tailored options for banking products and services to clients.
  • Refer clients to other banking professionals and partners as necessary.
  • This SAFE position involves customer interaction and responsibilities that may include offering and negotiating terms for secured transactions, requiring compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and related regulations.
Required Qualifications:
  • Minimum of 6 months of customer interaction experience, or equivalent demonstrated through work experience, training, military service, or education.
  • Bilingual proficiency in Spanish and English is preferred.
Desired Qualifications:
  • Strong customer service orientation with experience managing complex transactions across various systems.
  • Proven ability to proactively engage customers through outreach via phone or email.
  • Capability to educate clients on technology and promote the benefits of mobile banking options.
  • Experience in helping customers achieve financial success by connecting them with additional team members as needed.
  • Ability to collaborate effectively with team members to fulfill customer needs.
  • Experience in cultivating and maintaining strong customer relationships.
  • Proficient in building relationships with internal partners.
  • Ability to adhere to policies, procedures, and regulations.
  • Skilled in identifying potential fraud or risky accounts and taking appropriate preventive measures.
  • Professional and ethical interaction with customers and colleagues.
  • Relevant military experience in personnel management or human resources is a plus.
  • Expertise in developing and sustaining relationships with customers and colleagues.
  • Support clients and team members in resolving concerns or complaints.
Job Expectations:
  • Flexibility to work a schedule that may include Saturdays.
  • Maintain cash drawer and perform cash handling and balancing tasks as needed.
  • This position requires SAFE registration upon employment, with the registration process initiated immediately after starting.
  • This position is not eligible for Visa sponsorship.
Diversity and Inclusion:

Wells Fargo is committed to fostering a diverse and inclusive workplace. We welcome applications from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, disability, veteran status, or any other status protected by applicable law.

Drug-Free Workplace:

Wells Fargo maintains a drug-free workplace. Please refer to our Drug and Alcohol Policy for more information.