Personal Banker Sunset & Eastern Branch

About the role

Wells Fargo is seeking an Associate Personal Banker (SAFE) for their National Branch Network within the Consumer, Small & Business Banking 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 account requests, service requests, and credit applications.
• Exercise judgement within defined policies and procedures to develop an understanding of bank products and services.
• 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.

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.

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.
• Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues.
• Support customers and employees in resolving or escalating concerns or complaints.

Job Expectations

• Ability to work a schedule that may include most Saturdays.
• 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.
• Individuals in a SAFE position must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies.

Benefits

• 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