Branch Operations Coordinator Newhall Plaza

1 week ago

Santa Clarita CA USA, United States Quality Talent Group Full time

About the Job
About this role:

Wells Fargo is seeking a Branch Operations Coordinator for our National Branch Network as part of the Consumer, Small & Business Banking division.

This role will support customer experience by accurately processing and approving teller transactions, sharing digital solutions, and making appropriate introductions to bankers.

The ideal candidate will have 2+ years of customer service and issue resolution experience or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.

The Branch Operations Coordinator will be responsible for completing operational activities while minimizing risks under established policies, performing routine to moderately complex transactional, operational, and customer support tasks efficiently through knowledge of bank procedures and products, as well as partners across the organization.

The successful candidate will be able to work a schedule that may include most Saturdays and will be required to interact with integrity and professionalism with customers and employees.

Key Responsibilities

  • Support customer experience by accurately processing and approving teller transactions, sharing digital solutions, and making appropriate introductions to bankers
  • Complete operational activities while minimizing risks under established policies
  • Perform routine to moderately complex transactional, operational, and customer support tasks efficiently through knowledge of bank procedures and products, as well as partners across the organization
  • Support the Branch manager in operational tasks and scheduling
  • Resolve issues related to daily operations of the teller line, under direction of regional banking management
  • Support customers and employees in resolving or escalating concerns or complaints
  • Receive guidance from managers and exercise judgment within defined policies and procedures
  • Provide excellent service to customers and individuals by demonstrating care, building relationships, and completing requested transactions
  • Identify information and services to meet customers financial needs
  • Motivate a diverse team to achieve full potential and meet established business objectives

Requirements
  • 2+ years of customer service and issue resolution experience or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Preferred Qualifications
  • Ability to provide strong customer service while listening, eliciting information and comprehending customer issues
  • Ability to educate and connect customers to technology and share the value of mobile banking options
  • Ability to interact with integrity and professionalism with customers and employees
  • Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss
  • Cash handling experience
  • Well-organized, independent and able to prioritize in a fast-paced environment
  • Ability to exercise judgment, raise questions to management, and adhere to policy guidelines
  • Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources, or military recruiting
  • Knowledge and understanding of retail compliance controls, risk management, and loss prevention
  • Motivate others to achieve full potential and meet established business objectives

Working Conditions
  • Ability to work a schedule that may include most Saturdays
  • This position is not eligible for Visa sponsorship

Benefits
  • Health benefits
  • 401(k) Plan
  • Paid time off
  • Disability benefits
  • Life insurance, critical illness insurance, and accident insurance
  • Parental leave
  • Critical caregiving leave
  • Discounts and savings
  • Commuter benefits
  • Tuition reimbursement
  • Scholarships for dependent children
  • Adoption reimbursement

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