Client Relationship Specialist

2 weeks ago

Alhambra, California, 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 contribute to your success in one unified environment. #LivingTheWellLife signifies being supported in all aspects of life, not just your professional endeavors. This includes competitive compensation, a comprehensive benefits package, and programs that promote a healthy work-life balance. We celebrate your individuality and encourage community involvement, which is why we are proud to be recognized among the top workplaces for career growth in the U.S.

About the Position:

Wells Fargo is on the lookout for an Associate Personal Banker (SAFE) to join our National Branch Network within the Consumer, Small & Business Banking division. This role is pivotal in delivering outstanding customer service and fostering financial success for our clients.

Key Responsibilities:
  • Engage with customers to provide an exceptional service experience by building relationships through proactive outreach and recommending suitable products, services, and digital solutions to support their financial goals.
  • Assist clients with fundamental requests, including account openings, service inquiries, and credit application submissions.
  • Follow guidance from management while exercising judgment within established policies and procedures.
  • Gain insights into banking products and services to effectively address customer needs.
  • Interact with clients to demonstrate genuine care and establish strong connections.
  • Present suitable options for banking products and services to clients.
  • Refer clients’ financial needs to other bankers and partners as necessary.
  • This SAFE position involves customer interaction and responsibilities that may include negotiating terms and processing applications for secured transactions, necessitating compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and related regulations.
Essential Qualifications:
  • Minimum of 6 months of customer interaction experience, or equivalent demonstrated through work experience, training, military service, or education.
Preferred Qualifications:
  • Strong customer service orientation with experience managing complex transactions across various systems.
  • Proven ability to proactively engage with clients through outreach via phone or email.
  • Capability to educate clients on technology and the benefits of mobile banking solutions.
  • Ability to assist clients in achieving financial success by connecting them with additional team members as appropriate.
  • Experience collaborating with team members to fulfill customer needs.
  • Proficient in developing and nurturing strong customer relationships.
  • Ability to establish robust partnerships with internal stakeholders.
  • Adherence to policies, procedures, and regulations.
  • Skill in identifying potential fraud or risky accounts and taking appropriate preventive measures.
  • Professional and ethical interaction with clients and team members.
  • Relevant military experience in personnel management, processing orders, or human resources.
  • Proficient in sourcing, acquiring, and maintaining relationships with clients and colleagues.
  • Support clients and team members in resolving or escalating issues or complaints.
Job Expectations:
  • Flexibility to work a schedule that may include weekends.
  • Manage cash drawer responsibilities, including cash handling and balancing, while completing service-related tasks as required.
  • This position requires SAFE registration upon employment, with Wells Fargo initiating the registration process immediately after your start date.
  • This position is not eligible for Visa sponsorship.
Diversity and Inclusion:

At Wells Fargo, we are 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 status, or any other legally protected characteristic. We believe that our employees' diverse backgrounds and perspectives contribute to our success and the success of our clients.

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