Associate Personal Banker
4 days ago
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.
- Experience: 6+ months of interacting with customers, or equivalent experience demonstrated through work history, training, military experience, or education.
- 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.
- 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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