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Personal Banker
Wells Fargo. Build customer relationships through proactive outreach and propose appropriate products, services, and digital solutions .
About the role
Key responsibilities & impact- Build customer relationships through proactive outreach and propose appropriate products, services, and digital solutions
- Assist customers with opening new accounts, completing service requests, and submitting credit applications
- Receive direction from managers and exercise judgment within defined policies and procedures
- Develop 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
- Refer customers’ financial needs to other bankers and partners as needed
- Maintain cash drawer, handle and balance cash, and complete service-related tasks
- Follow Wells Fargo risk, compliance, and regulatory programs, policies, and procedures
- Proactively monitor, identify, escalate, and remediate risk and compliance issues as needed
Requirements
What you’ll need- 6+ months of interacting with customers experience, or equivalent demonstrated through 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
- Proficiency in proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
- Ability to support customers and employees in resolving or escalating concerns or complaints
- Ability to work a schedule that may include most Saturdays
- Must take and pass required language assessment
- SAFE registration required at time of employment
- Must meet Loan Originator qualification and ongoing regulatory requirements, including financial responsibility, character, financial fitness, and criminal background standards
- Successful candidates must meet acceptable background investigation and additional screening requirements as applicable
- This position is not eligible for Visa sponsorship
Benefits
Comp & perks- Health benefits
- 401(k) Plan
- Paid time off
- Disability benefits
- Life insurance, critical illness insurance, and accident insurance
- Parental leave
- Critical caregiving leave
- Discounts and savings
- Commuter benefits
- Tuition reimbursement
- Scholarships for dependent children
- Adoption reimbursement
- Incentive opportunities may be available