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Wells Fargo seeks an Associate Personal Banker for its National Branch Network as part of the Consumer, Small & Business Banking division. Responsibilities include delivering exceptional customer experience, proactively engaging customers, assisting with basic banking requests, and complying with SAFE Mortgage Licensing requirements. Competitive benefits and opportunities for professional growth are offered.
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
develop understanding of bank products and services to connect to customers' needs
provide appropriate options for bank products and services to customer
refer customers' financial needs to other bankers and partners as needed
interact with customers to demonstrate care and build relationships
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
ability to work a schedule that may include most Saturdays
compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations
successful candidates must meet ongoing regulatory requirements including additional screening, if necessary
ability to follow policies, procedures, and regulations
ability to identify potential fraud/risky accounts and take appropriate action to prevent loss
proficiency in proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
ability to interact with integrity and professionalism with customers and team members
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
experience fostering and developing strong customer relationships
experience working with others on a team to meet customer needs
ability to build strong relationships with internal partners
relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting
What we offer:
robust benefits
competitive compensation
programs designed to help achieve work-life balance and well-being
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