What are the responsibilities and job description for the Personal Banker position at WELLS FARGO BANK?
About Us
At Wells Fargo, we believe that a meaningful career is more than just a job. It's about finding all the elements that help you thrive, in one place.
What We Offer
- A competitive salary
- A robust benefits package
- Programs to support work-life balance and well-being
- Rewards for investing in your community
- Celebration of being your authentic self
- Empowerment to grow
We're recognized for our efforts as Wells Fargo ranked in the top three on the 2024 LinkedIn Top Companies List of best workplaces 'to grow your career' in the U.S.
About this Role
We're seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division.
Your Responsibilities
- Deliver exceptional customer experience by building relationships through proactive outreach
- Propose 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
- Develop understanding of bank products and services to connect to customers' needs
- Interact with customers to demonstrate care and build relationships
- Provide options for bank products and services to customers
- Refer customers' financial needs to other bankers and partners as needed
This SAFE position involves customer contact and job duties that may include offering/negotiating terms and/or taking an application for a dwelling secured transaction.
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 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
- 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
- Maintain cash drawer, cash handling and balancing, and complete service-related tasks as needed
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
