What are the responsibilities and job description for the Financial Services Representative position at WELLS FARGO BANK?
About the Job
The Associate Personal Banker (SAFE) position is a great opportunity to join our team and make a real impact on customers' lives.
As a Banking and Financial Services Professional, you will be working closely with customers to understand their financial goals and provide personalized solutions to help them achieve those goals.
- Key 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 customer 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
- Experience fostering and developing strong customer relationships
- Ability to build strong relationships with internal partners
- Ability to follow policies, procedures, and regulations
- Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss
