Personal Banker

1 week ago


Canton, Ohio, United States WELLS FARGO BANK Full time
About This Role

We are seeking an Associate Personal Banker to join our National Branch Network team at Wells Fargo Bank. As a key member of our team, you will be responsible for delivering exceptional customer experiences by building relationships and providing personalized banking solutions.

Key Responsibilities
  • Participate in proactive outreach to build relationships with customers and propose suitable products and services to help them succeed financially.
  • Assist customers with basic requests related to account openings, service requests, and credit applications.
  • Receive direction from managers and exercise judgment within defined policies and procedures.
  • Develop a deep understanding of bank products and services to connect with customers' needs.
  • Interact with customers to demonstrate care and build relationships.
  • Provide options for bank products and services to customers and refer their financial needs to other bankers and partners as needed.
  • This role requires SAFE registration and compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and related regulations.
Requirements
  • 6+ months of customer interaction 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 via phone or email.
  • 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.
Benefits

Wells Fargo offers a comprehensive set of benefits to eligible employees, including health benefits, 401(k) Plan, paid time off, disability benefits, life insurance, critical illness insurance, and accident insurance. We also offer parental leave, critical caregiving leave, discounts and savings, commuter benefits, tuition reimbursement, scholarships for dependent children, and adoption reimbursement.



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