Jobs · Finance · New York

Personal Banker Selden DeNovo

Wells Fargo · Selden, NY · 3 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. This role involves delivering exceptional customer experience by building relationships through proactive outreach and proposing appropriate products, services, and digital solutions to help customers succeed financially. Key responsibilities include assisting customers with account openings, service requests, and credit applications, providing guidance on bank products and services, and referring customers to other bankers and partners as needed.

Responsibilities

  • Build relationships through proactive outreach
  • Propose appropriate products, services, and digital solutions
  • Aid customers with basic account requests
  • Connect customers to technology and share the value of mobile banking
  • Offer introductions to additional team members as appropriate
  • Work with internal partners to meet customer needs
  • Engage with customers to demonstrate care and build relationships
  • Provide appropriate options for bank products and services
  • Refer customers' financial needs to other bankers and partners
  • May offer/negotiate terms and/or take applications for dwelling secured transactions

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

  • Required: 6+ months of interacting with customers experience, or equivalent through work experience, training, military experience, or 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, ability to 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

  • Excellent communication and relationship-building skills
  • Strong problem-solving and decision-making abilities
  • Ability to handle multiple tasks and prioritize workload
  • Knowledge of bank products and services
  • Ability to work independently and as part of a team

Benefits

  • Comprehensive health benefits
  • 401(k) plan
  • Paid time off
  • Disability benefits
  • Life insurance, critical illness insurance, and accident insurance
  • Parental leave
  • Critical caregiving leave
  • Discounts and savings
  • Commuter benefits
  • Tuition reimbursement
  • Scholarships for dependent children
  • Adoption reimbursement

Pay

The base pay range for this position is $0.00 - $0.00. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location.

Schedule

This position requires the ability to work a schedule that may include most Saturdays.

Benefits

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.

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.

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