Personal Banker

2 weeks ago

Carmel, California, United States WELLS FARGO BANK Full time
About This Role

We are seeking a highly motivated and customer-focused Associate Personal Banker to join our National Branch Network team. As a key member of our Consumer, Small & Business Banking division, you will play a critical role in delivering exceptional customer experiences and building strong relationships with our clients.

Key Responsibilities
  • Provide proactive outreach and propose relevant products, services, and digital solutions to help customers achieve their financial goals
  • Assist customers with basic requests, such as opening new accounts, completing service requests, and submitting credit applications
  • Develop a deep understanding of our bank's products and services to effectively connect with customers' needs
  • Interact with customers to demonstrate care and build trust, providing personalized solutions to meet their financial objectives
  • Collaborate with internal partners to refer customers' financial needs and provide seamless support
Requirements
  • 6+ months of customer-facing 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
  • Proven ability to educate and connect customers to technology and share the value of mobile banking options
  • Experience working with others on a team to meet customer needs and build strong relationships
  • Ability to follow policies, procedures, and regulations, identifying potential fraud/risky accounts and taking appropriate action
What We Offer

As a Wells Fargo team member, you will enjoy a comprehensive benefits package, including health benefits, 401(k) Plan, paid time off, disability benefits, and more. We also offer opportunities for professional growth and development, as well as a competitive salary and bonus structure.

At Wells Fargo, we value diversity, equity, and inclusion in the workplace, and we welcome applications from all qualified candidates. We are committed to creating a culture that is inclusive, respectful, and supportive of all employees, and we strive to provide a work environment that is free from discrimination and harassment.

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