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Personal Banker

https://www.wellsfargo.com/ Logo

Wells Fargo

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Location:
United States, Springfield

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Category:
Banking

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Contract Type:
Employment contract

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Salary:

Not provided

Job Description:

Wells Fargo is seeking an Associate Personal Banker (SAFE) for its National Branch Network as part of the Consumer, Small & Business Banking division. The role involves delivering exceptional customer experiences, assisting with service requests, and proposing appropriate financial products. Candidates must meet SAFE licensing compliance requirements and Wells Fargo policy standards.

Job Responsibility:

  • Participate in delivery of exceptional customer experience by building relationships through proactive outreach and proposing products to help customers succeed financially
  • 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
  • refer customers' financial needs to other bankers and partners as needed
  • maintain a cash drawer, cash handling, and balancing

Requirements:

  • 6+ months of interacting with customers experience
  • experience proactively engaging with customers through outreach via phone or email
  • 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 build strong relationships with internal partners
  • ability to interact with integrity and professionalism with customers and team members
  • ability to identify potential fraud/risky accounts and take appropriate action to prevent loss
  • ability to follow policies, procedures, and regulations
  • relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting
  • proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
What we offer:
  • Competitive salary
  • robust benefits package
  • programs to support work-life balance and well-being
  • rewards for community investment
  • opportunities for career growth

Additional Information:

Job Posted:
April 28, 2025

Expiration:
May 04, 2025

Employment Type:
Fulltime
Work Type:
On-site work
Job Link Share:
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