Personal Banker- Coastal OC District

About the role

Wells Fargo is seeking an Associate Personal Banker (SAFE) for their National Branch Network as part of the Consumer Banking and Lending division. This role involves delivering exceptional customer experience by building relationships through proactive outreach, proposing appropriate products, services, and digital solutions, assisting with account openings, service requests, and credit applications, and referring customers to other bankers and partners.

Responsibilities

• Build relationships through proactive outreach and propose 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.
• Exercise judgement within defined policies and procedures to develop understanding of bank products and services.
• 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.
• Engage in activities that may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction, subject to compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and related regulations.

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.
• 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.
• Help customers succeed financially by offering introductions to additional team members as appropriate.
• Experience working with others on a team to meet customer needs.
• Ability to foster and develop 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.
• Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting, personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources, or military recruiting.
• Proficiency in proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues.
• Support customers and employees in resolving or escalating concerns or complaints.

Qualifications

• Required: 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: 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; experience working with others on a team to meet customer needs; ability to foster and develop 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; relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting, personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources, or military recruiting; proficiency in proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues; support customers and employees in resolving or escalating concerns or complaints.

Pay and Benefits

This position is not eligible for visa sponsorship. Wells Fargo offers a comprehensive set of benefits, including health benefits, a 401(k) plan, paid time off, disability benefits, life insurance, critical illness insurance, and accident insurance. Employees may also be eligible for discounts and savings, commuter benefits, tuition reimbursement, scholarships for dependent children, adoption reimbursement, and more. Wells Fargo maintains a drug-free workplace and requires direct representation of your experiences during the recruiting and hiring process. Third-party recordings are prohibited unless authorized by Wells Fargo. Wells Fargo Recruitment and Hiring Requirements.