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Associate Banking Specialist

2 months ago

Castle Rock, Colorado, United States WELLS FARGO BANK Full time
Why Choose Wells Fargo:

At Wells Fargo, we understand that a fulfilling career encompasses more than just a job. It’s about finding a place where you can thrive both personally and professionally. #LivingTheWellLife signifies that you are supported in all aspects of life, not just in your career. This includes competitive compensation, a comprehensive benefits package, and programs designed to enhance your work-life balance and overall well-being. We are proud to be recognized as one of the top workplaces for career growth in the U.S.

About the Position:

Wells Fargo is looking for an Associate Personal Banker (SAFE) to join our National Branch Network within the Consumer, Small & Business Banking division. This role is integral to our mission of providing exceptional customer service.

Key Responsibilities:
  • Deliver outstanding customer experiences by building relationships through proactive outreach and recommending suitable products, services, and digital solutions to help customers achieve financial success.
  • Assist clients with essential tasks such as opening new accounts, fulfilling service requests, and processing credit applications.
  • Follow guidance from management while exercising judgment within established policies and procedures.
  • Gain a thorough understanding of banking products and services to effectively address customer needs.
  • Engage with customers to foster care and build lasting relationships.
  • Present appropriate banking options and services to clients.
  • Refer customers to other banking professionals and partners as necessary.
  • This SAFE position involves customer interaction and responsibilities that may include negotiating terms and/or processing applications for secured transactions, necessitating compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and related regulations.
Required Qualifications:
  • Minimum of 6 months of customer interaction experience, or equivalent demonstrated through a combination of work experience, training, military service, or education.
Preferred Qualifications:
  • Strong customer service skills with experience managing complex transactions across various systems.
  • Proven ability to engage proactively with customers through outreach via phone or email.
  • Capability to educate customers about technology and the benefits of mobile banking.
  • Ability to assist customers in achieving financial success by connecting them with additional team members as needed.
  • Experience collaborating with a team to meet customer needs.
  • Proficiency in developing and nurturing strong customer relationships.
  • Skill in building effective partnerships with internal colleagues.
  • Adherence to policies, procedures, and regulations.
  • Ability to identify potential fraud or risky accounts and take appropriate preventive measures.
  • Professional and ethical interaction with customers and team members.
  • Expertise in sourcing, acquiring, and maintaining relationships with customers and colleagues.
  • Support customers and team members in resolving or escalating concerns or complaints.
Job Expectations:
  • Flexibility to work a schedule that may include Saturdays.
  • Responsible for maintaining cash drawer accuracy and handling cash transactions while completing service-related tasks as needed.
  • This position requires SAFE registration upon employment, with the registration process initiated immediately after your start date.
  • This position is not eligible for Visa sponsorship.
Diversity and Inclusion:

Wells Fargo is committed to diversity, equity, and inclusion in the workplace. We welcome applications from all qualified candidates, regardless of background or identity. Our employees play a vital role in building strong customer relationships while maintaining a culture focused on risk management and compliance, which are essential to our success.