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Personal Banker

https://www.wellsfargo.com/ Logo

Wells Fargo

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Location:
United States, Palm Bay

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Category:
Banking

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Contract Type:
Employment contract

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Salary:

Not provided
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Job offer has expired

Job Description:

Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. This role involves delivering exceptional customer experience, assisting with banking needs, and proactively connecting customers to financial products and services. Compliance with regulatory and risk standards is required.

Job Responsibility:

  • Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as 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 customer
  • 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

Nice to have:

  • 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 customer 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
  • relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting
  • relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting
  • proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
  • support customers and employees in resolving or escalating concerns or complaints
What we offer:
  • Competitive salary
  • robust benefits package
  • programs to support work-life balance and well-being
  • investment in community
  • celebration of authenticity
  • empowerment to grow

Additional Information:

Job Posted:
April 28, 2025

Expiration:
April 29, 2025

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