Personal Banker

3 weeks ago


Freehold, New Jersey, United States Quality Talent Group Full time

About the Job:

We are seeking a skilled Personal Banker to join our team in Freehold. As a Personal Banker, you will be responsible for delivering exceptional customer experiences by building relationships and proposing appropriate products and services to help customers succeed financially.

Key Responsibilities:

  • Participate in delivery of exceptional customer experience by building relationships through proactive outreach and proposing appropriate products and services.
  • Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications.
  • Develop understanding of bank products and services to connect to 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.

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.
  • 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.
  • 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.

Additional Information:

This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date.

The Nationwide Mortgage Licensing System (NMLS) website provides the MU4R questions and registration required for employment in this position.

Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies.



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