Personal Banker
4 weeks ago
We are seeking an Associate Personal Banker to join our National Branch Network as part of the Consumer, Small & Business Banking division. In this role, you will participate in delivering exceptional customer experiences by building relationships through proactive outreach and proposing appropriate products, services, and digital solutions to help customers succeed financially.
Key Responsibilities- Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications.
- Develop an understanding of bank products and services to connect with customers' needs.
- Interact with customers to demonstrate care and build relationships.
- Provide appropriate options for bank products and services to customers.
- Refer customers' financial needs to other bankers and partners as needed.
- 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, 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.
- 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.
- This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date.
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Personal Banker
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