National Branch Network Consumer Banking Representative
6 days ago
Wells Fargo Bank is seeking a highly skilled and customer-focused Associate Roving Personal Banker to join our National Branch Network team within the Consumer, Small & Business Banking division.
Key Responsibilities- Provide exceptional customer service and support across a variety of branch locations within a specific geography, ensuring seamless coverage and minimizing customer disruption.
- Be flexible and adaptable to changing priorities and new surroundings, while maintaining a customer-centric approach and meeting business objectives.
- Participate in the delivery of exceptional customer experiences by building relationships through proactive outreach, and proposing suitable products, services, and digital solutions to help customers achieve their financial goals.
- Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications, ensuring accurate and timely processing.
- Receive direction from managers and exercise judgment within defined policies and procedures, maintaining a high level of professionalism and integrity.
- Develop a deep understanding of bank products and services to effectively connect with customers' needs and provide tailored solutions.
- Interact with customers to demonstrate care and build strong relationships, ensuring a positive and memorable experience.
- Provide suitable options for bank products and services to customers, and refer their financial needs to other bankers and partners as necessary.
- This role requires SAFE registration at the time of employment, and ongoing compliance with regulatory requirements, including background investigations and credit reporting.
- 6+ months of interacting with customers experience, or equivalent demonstrated through work experience, training, military experience, or education.
- 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 customers 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.
- Relevant military experience, including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting.
- Relevant military experience, including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources, or military recruiting.
- Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues.
- Support customers and employees in resolving or escalating concerns or complaints.
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Roving Personal Banker
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