Associate Personal Banker

4 days ago


Arlington, Virginia, United States WELLS FARGO BANK Full time
About This Role

We are seeking a highly motivated and customer-focused individual to join our team as an Associate Personal Banker. As a key member of our Consumer and Small Business Banking division, you will play a critical role in delivering exceptional customer experiences and building strong relationships with our clients.

Key Responsibilities
  • Customer Engagement: Participate in proactive outreach to build relationships with customers and propose personalized financial solutions to help them achieve their goals.
  • Account Management: Assist customers with basic requests related to account opening, service requests, and credit applications.
  • Product Knowledge: Develop a deep understanding of our bank's products and services to effectively connect with customers' needs.
  • Relationship Building: Interact with customers to demonstrate care and build strong relationships, providing personalized recommendations for our products and services.
  • Collaboration: Work closely with internal partners to refer customers' financial needs and provide seamless solutions.
Requirements
  • Experience: 6+ months of interacting with customers, or equivalent experience demonstrated through work history, training, military experience, or education.
Preferred Qualifications
  • Customer Service Focus: Experience handling complex transactions across multiple systems and providing exceptional customer service.
  • Proactive Engagement: Ability to proactively engage with customers through outreach via phone or email.
  • Financial Education: Ability to educate customers on the value of mobile banking options and help them succeed financially.
  • Teamwork: Experience working with others on a team to meet customer needs and build strong relationships.
  • Relationship Building: Ability to build strong relationships with internal partners and customers.
  • Regulatory Compliance: Ability to follow policies, procedures, and regulations, including identifying potential fraud/risky accounts and taking appropriate action.
  • Integrity and Professionalism: Ability to interact with customers and team members with integrity and professionalism.
Job Expectations
  • Availability: Ability to work weekends and holidays as needed or scheduled.
  • Cash Handling: Maintains cash drawer, cash handling, and balancing, and completes 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.
  • Loan Originator (LO) Requirements: Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies.

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