What are the responsibilities and job description for the Personal Banker Cordova position at WELLS FARGO BANK?
About Wells Fargo
At Wells Fargo, we believe that a meaningful career is much more than just a job. It's about finding all of the elements that help you thrive, in one place.
#LivingTheWellLife means you're supported in life, not just work. It means having a competitive salary, a robust benefits package, and programs to support your work-life balance and well-being.
We are recognized for our commitment to diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.
We value diversity and foster an inclusive environment where all team members can succeed.
About This Role
Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division.
Key Responsibilities:
- Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially.
- Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications.
- Receive direction from managers and exercise judgement within defined policies and procedures.
- Develop understanding of bank products and services to connect to customers' needs.
- 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.
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.
Preferred 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.
- Ability to interact with integrity and professionalism with customers and team members.
Job Expectations:
- Ability to work a schedule that may include most Saturdays.
- Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed.
