Personal Banker

20 hours ago


West Palm Beach, Florida, United States WELLS FARGO BANK Full time
About Wells Fargo Bank

Wells Fargo Bank is a leading financial institution that offers a wide range of banking and financial services to individuals, businesses, and institutions. We are committed to helping our customers achieve their financial goals and succeed in their personal and professional lives.

Job Summary

We are seeking an Associate Personal Banker (SAFE) to join our National Branch Network team. As a Personal Banker, you will be responsible for providing exceptional customer service and building relationships with our customers to help them achieve their financial goals.

Key Responsibilities
  • Deliver exceptional customer service by building relationships with customers and providing personalized solutions to meet their financial needs.
  • Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications.
  • Develop a deep understanding of our bank's products and services to connect customers with the right solutions for their needs.
  • Work collaboratively with other bankers and partners to provide comprehensive financial solutions to customers.
  • Meet or exceed sales and revenue targets by identifying and pursuing new business opportunities.
Requirements
  • 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
  • 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.
What We Offer
  • A competitive salary and benefits package.
  • Opportunities for career growth and professional development.
  • A collaborative and supportive work environment.
  • Recognition and rewards for outstanding performance.

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