Branch Operations Coordinator Ladera Ranch

4 weeks ago


Ladera Ranch, California, United States WELLS FARGO BANK Full time
Job Description

At Wells Fargo, we're committed to helping our customers achieve their financial goals. As a Branch Operations Coordinator, you'll play a critical role in supporting our customers and helping them navigate our banking services.

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


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