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Wells Fargo

Nationwide banking and financial services

Branch Operations Coordinator

Retail & Commercial BankingPosted on Nov 12
Full-timeNorth Palm Beach, FL, USANo salary listedIn-person

About the Job

Requirements

  • At least 1 year of customer service and issue-resolution support experience, or equivalent demonstrated through work experience, training, military experience, or education.
  • Ability to provide strong customer service while listening, eliciting information, and comprehending customer issues.
  • Ability to educate and connect customers to technology and explain the value of mobile banking options.
  • Ability to interact with integrity and professionalism with customers and employees.
  • Ability to identify potential fraud or risky accounts and take appropriate action to prevent loss.
  • Ability to exercise judgment, raise questions to management, and adhere to policy guidelines.
  • Ability to work weekends and holidays as needed or scheduled.

Responsibilities

  • Accurately process and approve teller transactions, share digital solutions, and make appropriate introductions to bankers to support the customer experience.
  • Complete operational activities while minimizing risks under established policies.
  • Perform routine to moderately complex transactional, operational, and customer-support tasks efficiently using knowledge of bank procedures, products, and organizational partners.
  • Support the Branch Manager with operational tasks and scheduling.
  • Resolve daily teller-line operational issues under the direction of regional banking management.
  • Support customers and employees in resolving or escalating concerns or complaints.
  • Receive guidance from managers and exercise judgment within defined policies and procedures.
  • Provide customer service by demonstrating care, building relationships, and completing requested transactions.
  • Identify information and services to meet customers’ financial needs.
  • Motivate the team to achieve its full potential and meet established business objectives.
  • Follow applicable risk and compliance programs, Wells Fargo policies, and procedures; fulfill risk and compliance obligations; escalate and remediate issues; and make sound risk decisions.
  • Proactively monitor, govern, identify, and escalate risks, and make risk decisions consistent with the business unit’s risk appetite and program requirements.

Desired Qualifications

  • Cash-handling experience.
  • Ability to work independently, stay organized, and prioritize in a fast-paced environment.
  • Relevant military experience in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources, or military recruiting.
  • Knowledge and understanding of retail compliance controls, risk management, and loss prevention.
  • Ability to motivate others to achieve their full potential and meet established business objectives.

About the Company

Wells Fargo

Nationwide banking and financial services

Wells Fargo provides banking, investment, and payment services across the United States. Its products include checking and savings accounts, loans, credit cards, wealth management, and payment solutions that work through branches, online and mobile platforms, and an extensive network of branches and ATMs to move money and manage accounts. The bank leverages a long West-to-Midwest footprint and an integrated suite of banking, investment, and payments, reflecting its evolution from 1852 and the 1998 Norwest merger that adopted the Wells Fargo name. Its goal is to help customers manage money, grow wealth, and pay and transfer funds safely and reliably for individuals, small businesses, and institutions.

Company size
10,001+
Company stage
IPO
Headquarters
San Francisco, CA
Founded
1851

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