Personal Banker Oakwood

About the role

The insights provided are generated by AI and may contain inaccuracies. Please independently verify any critical information before relying on it. Wells Fargo is seeking an Associate Personal Banker (SAFE) for their National Branch Network as part of the Consumer, Small & Business Banking division.

Responsibilities

• Build relationships through proactive outreach and propose appropriate products, services, and digital solutions to help customers succeed financially
• Aid customers with basic account requests, service requests, and credit applications
• Develop understanding of bank products and services to connect with customers' needs
• Interact with customers to demonstrate care and build relationships
• Offer appropriate options for bank products and services to customers
• Refer customers' financial needs to other bankers and partners as needed
• May offer/negotiate terms and/or take applications for dwelling secured transactions, requiring 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 through work experience, training, military experience, or 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

• 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

Skills

• Effective communication skills
• Problem-solving abilities
• Customer service skills
• Financial knowledge
• Technology proficiency

Benefits

Wells Fargo offers a comprehensive benefits package that includes:

• Robust benefits
• Competitive compensation
• Work-life balance programs
• Community involvement opportunities
• Recognition for personal growth and development

Pay

Details on pay will be provided during the hiring process.

Schedule

Details on the schedule will be provided during the hiring process.

Additional Information

This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness, and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary.

Equal Opportunity Employer

We Value Equal Opportunity. Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Drug and Alcohol Policy

Wells Fargo maintains a drug-free workplace. Please see our Drug and Alcohol Policy to learn more.

Recruitment and Hiring Requirements

Third-party recordings are prohibited unless authorized by Wells Fargo. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. Please refer to the company's website or job descriptions to learn more about them.