Jobs · Finance · Georgia

Personal Banker Bilingual Jimmy Carter Blvd

Wells Fargo · Norcross, GA · 1 wk ago
FinanceFull-time

About the role

Wells Fargo is seeking an Associate Personal Banker (SAFE) for their National Branch Network within the Consumer Banking and Lending division.

Learn more about the career areas and business divisions at wellsfargojobs.com.

Responsibilities

  • Build relationships through proactive outreach and propose appropriate products, services, and digital solutions to help customers succeed financially.
  • Aid customers with basic requests such as opening new accounts, completing service requests, and submitting credit applications.
  • Exercise judgement within defined policies and procedures to assist customers in understanding bank products and services.
  • Connect with customers to demonstrate care and build relationships.
  • Offer appropriate options for bank products and services to customers and refer customers' financial needs to other bankers and partners as needed.
  • Engage in customer interactions that may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction.

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.
  • Bilingual speaking and listening proficiency in Spanish/English.

Desired Qualifications

  • Customer service focus with experience handling complex transactions across multiple systems.
  • Proactive engagement with customers through outreach via phone or email.
  • Ability to educate and connect customers to technology and share the value of mobile banking options.
  • Experience fostering and developing strong customer relationships.
  • 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.

Job Expectations

  • Must take and pass required language assessment.
  • Maintain cash drawer, cash handling and balancing and spend time completing service-related tasks as needed.
  • This position requires SAFE registration at the time of employment.
  • The Nationwide Mortgage Licensing System (NMLS) website provides the MU4R questions and registration required for employment in this position.
  • Candidates must also meet ongoing regulatory requirements including additional screening, if necessary.

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