Personal Banker
2 months ago
About Wells Fargo Bank
At Wells Fargo Bank, we believe that a meaningful career is much more than just a job. It's about finding all of the elements that help you thrive, in one place. Our company culture is built on a foundation of teamwork, innovation, and a commitment to excellence. We offer a competitive salary, a robust benefits package, and programs to support your work-life balance and well-being.
About this Role
We are seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. As a Personal Banker, you will be responsible for building relationships with customers, providing exceptional customer service, and helping them achieve their financial goals.
Key Responsibilities
- Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially.
- Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications.
- Receive direction from managers and exercise judgement within defined policies and procedures.
- Develop understanding of bank products and services to connect to customers' needs.
- Interact with customers to demonstrate care and build relationships.
- Provide appropriate options for bank products and services to customer.
- Refer customers' financial needs to other bankers and partners as needed.
Requirements
- 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, 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 customer 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.