Personal Banker Burleson John Jones

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

• 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
• Aid customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications
• Assist in the preparation and submission of credit applications
• Provide direction to customers 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 customers
• 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

Desired Qualifications

• 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
• Experience working with others on a team to meet customer needs
• Ability to help customers succeed financially by offering introductions to additional team members as appropriate
• 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

Job Expectations

• 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 (http://fedregistry.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position
• Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below

Qualifications

• Must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies
• Must meet the Loan Originator (LO) requirements under Regulation Z (LO)