Financial Services Professional

2 days ago


Bozeman, Montana, United States Wells Fargo Bank Full time
About the Role

We are seeking a highly motivated Financial Services Professional to join our team in Bozeman, MT. This is an exciting opportunity to work with customers and help them achieve their financial goals.

Job Summary

This role involves providing exceptional customer service, processing transactions, and educating customers on various banking products and services.

Responsibilities
  • Support customer engagement by processing transactions, sharing digital solutions, and making appropriate introductions to bankers.
  • Complete operational activities while minimizing risks under established policies.
  • Perform routine transactional, operational, and customer support tasks efficiently through knowledge of bank procedures and products, as well as partners across the organization.
  • Receive direction from managers and exercise judgment within defined policies and procedures.
  • Escalate questions and issues to more experienced roles.
  • Interact with customers and individuals to demonstrate care, build relationships, and complete requested transactions.
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
  • 6+ months of experience interacting with people, demonstrated through work, military, or education.
  • Cash handling experience.
  • Ability to follow policies, procedures, and regulations.
  • Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss.
  • Well-organized, independent and able to prioritize in a fast-paced environment.
What We Offer
  • A competitive salary of approximately $40,000 per year.
  • A comprehensive benefits package, including medical, dental, and vision insurance.
  • A 401(k) retirement plan with company match.
  • Ongoing training and development opportunities.
  • A collaborative and dynamic work environment.


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