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Personal Banker

2 months ago

New York, New York, United States WELLS FARGO BANK Full time
About This Role

Wells Fargo Bank is seeking a highly skilled and customer-focused Associate Personal Banker (SAFE) to join our National Branch Network team within the Consumer, Small & Business Banking division.

Key Responsibilities
  • Deliver Exceptional Customer Experience: Build strong relationships with customers through proactive outreach and propose suitable products, services, and digital solutions to help them achieve their financial goals.
  • Assist with Customer Requests: Provide support with opening new accounts, completing service requests, and submitting credit applications.
  • Develop Product Knowledge: Gain a deep understanding of bank products and services to effectively connect with customers' needs.
  • Interact with Customers: Demonstrate care and build relationships with customers to provide a personalized banking experience.
  • Refer Customers to Other Bankers: Refer customers' financial needs to other bankers and partners as necessary.
Requirements
  • Customer Service Experience: 6+ months of interacting with customers, or equivalent experience demonstrated through work experience, training, military experience, or education.
Preferred Qualifications
  • Customer Service Focus: Experience handling complex transactions across multiple systems.
  • Proactive Engagement: Experience proactively engaging with customers through outreach via phone or email.
  • Technical Skills: Ability to educate and connect customers to technology and share the value of mobile banking options.
  • Teamwork: Experience working with others on a team to meet customer needs.
  • Relationship Building: Experience fostering and developing strong customer relationships.
  • Internal Partnerships: Ability to build strong relationships with internal partners.
  • Regulatory Compliance: Ability to follow policies, procedures, and regulations.
  • Fraud Prevention: Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss.
Job Expectations
  • Work Schedule: Ability to work a schedule that may include most Saturdays.
  • Cash Handling: Maintains cash drawer, cash handling, and balancing, and spends time completing service-related tasks as needed.
  • SAFE Registration: This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date.