Associate Personal Banker

1 week ago

Fargo, North Dakota, United States Wells Fargo Bank Full time
About this Role

Wells Fargo Bank is seeking a highly skilled and customer-focused Associate Personal Banker (SAFE) to join our National Branch Network team within the Consumer, Small & Business Banking division. As a key member of our team, you will play a vital role in delivering exceptional customer experiences and building strong relationships with our clients.

Key Responsibilities
  • Participate in the delivery of exceptional customer service 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.
  • Receive direction from managers and exercise judgment within defined policies and procedures.
  • Develop a deep understanding of bank products and services to connect with customers' needs and provide tailored solutions.
  • Interact with customers to demonstrate care and build relationships, providing appropriate options for bank products and services.
  • 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 work experience, training, military experience, or education.
  • Customer service focus with experience handling complex transactions across multiple systems.
  • 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.
  • 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.
Preferred Qualifications
  • 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.
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.
Wells Fargo Values

We value diversity, equity, and inclusion in the workplace and welcome applications from all qualified candidates. We are committed to building a strong and inclusive team that reflects the diversity of our customers and communities.

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