Personal Banker Relationship Specialist

6 days ago


Helena, Montana, United States Wells Fargo Bank Full time
About Us

At Wells Fargo, 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. #LivingTheWellLife means you're supported in life, not just work. It means having a competitive salary, a robust benefits package, and programs to support your work-life balance and well-being.

We're recognized for it Wells Fargo ranked in the top three on the 2024 LinkedIn Top Companies List of best workplaces "to grow your career" in the U.S.

About This Role

This role is part of our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsgofajobs.com.

Your Responsibilities
  • You will participate in delivering exceptional customer experiences by building relationships through proactive outreach, proposing appropriate products, services, and digital solutions to help customers succeed financially.
  • You will assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications.
  • You will receive direction from managers and exercise judgment within defined policies and procedures.
  • You will develop an understanding of bank products and services to connect with customers' needs.
  • You will interact with customers to demonstrate care and build relationships.
  • You will provide options for bank products and services to customers.
  • You will refer customers' financial needs to other bankers and partners as needed.
Requirements
  • You must have 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
  • Candidate should have a customer service focus with experience handling complex transactions across multiple systems.
  • Candidate should have experience proactively engaging with customers through outreach via phone or email.
  • Candidate should be able to educate and connect customers to technology and share the value of mobile banking options.
  • Candidate should be able to help customers succeed financially by offering introductions to additional team members as appropriate.
  • Candidate should have experience working with others on a team to meet customer needs.
  • Candidate should have experience fostering and developing strong customer relationships.
  • Candidate should be able to build strong relationships with internal partners.
  • Candidate should be able to follow policies, procedures, and regulations.
  • Candidate should be able to identify potential fraud/risky accounts and take appropriate action to prevent loss.
  • Candidate should be able to interact with integrity and professionalism with customers and team members.
Job Expectations
  • Candidates are expected 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.
  • This position is not eligible for Visa sponsorship.

Estimated Salary: $45,000 - $65,000 per year



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