Associate Personal Banker

3 days ago

Idaho Falls, Idaho, United States Quality Talent Group Full time
About the Role

We are seeking a highly motivated and customer-focused Associate Personal Banker to join our team at Wells Fargo. 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 customers.

Key Responsibilities
  • Participate in proactive outreach to build relationships and propose suitable products and services to help customers achieve their financial goals.
  • Assist customers with basic requests, including opening new accounts, completing service requests, and submitting credit applications.
  • Receive direction from managers and exercise judgment within defined policies and procedures.
  • Develop a deep understanding of bank products and services to effectively connect with customers' needs.
  • Interact with customers to demonstrate care and build trust.
  • Provide customers with suitable options for bank products and services.
  • Refer customers' financial needs to other bankers and partners as necessary.
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.
  • 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.
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.

We are an equal opportunity employer and welcome applications from all qualified candidates. We are committed to diversity, equity, and inclusion in the workplace and believe that a diverse and inclusive team is essential to our success.

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