Personal Banker East Hillsborough Polk District

2 weeks ago


Lakeland, Florida, United States WELLS FARGO BANK Full time
About Wells Fargo

At Wells Fargo, we believe that a meaningful career is much more than just a job. It's about finding all of the elements that help you thrive, in one place. Our company culture is built on a foundation of diversity, equity, and inclusion, and we're committed to creating a workplace where everyone feels valued and supported.

About the Role

We're seeking an Associate Personal Banker (SAFE) to join our National Branch Network as part of the Consumer, Small & Business Banking division. As a key member of our team, you'll be responsible for 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
  • Participate in delivery of exceptional customer experience by building relationships through proactive outreach and proposing appropriate products, services, and digital solutions to help customers succeed financially
  • Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications
  • Receive direction from managers and exercise judgement within defined policies and procedures
  • 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
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


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