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Wells Fargo

Diversified financial services: banking, lending, investments

Associate Personal Banker

Retail & Commercial BankingUpdated on Nov 11
Full-timeNo salary listedIn-person

About the Job

Requirements

  • At least 6 months of experience interacting with customers, or equivalent demonstrated through work experience, training, military experience, or education.
  • Bilingual speaking and listening proficiency in Spanish and English.
  • Ability to work a schedule that may include most Saturdays.
  • Must take and pass the required language assessment.
  • Must obtain SAFE registration at the time of employment and meet Loan Originator qualification and ongoing regulatory requirements, including applicable financial responsibility, character, general financial fitness, criminal background, and screening standards.
  • This position is not eligible for visa sponsorship.

Responsibilities

  • Build customer relationships through proactive outreach and 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 them to customers' needs.
  • Interact with customers to demonstrate care and build relationships.
  • Provide customers with appropriate options for bank products and services.
  • Refer customers' financial needs to other bankers and partners as needed.
  • Maintain a cash drawer, handle and balance cash, and complete service-related tasks as needed.
  • Follow applicable risk programs, Wells Fargo policies and procedures, fulfill risk and compliance obligations, and escalate and remediate issues in a timely and effective manner.
  • Monitor risk, identify and escalate issues, and make sound risk decisions consistent with the business unit's risk appetite and applicable risk and compliance program requirements.

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 customers about technology and communicate the value of mobile banking options.
  • Ability to help customers succeed financially by introducing them 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 or risky accounts and take appropriate action to prevent loss.
  • Ability to interact with integrity and professionalism with customers and team members.
  • Relevant military experience working with military protocol and instructions, enlisted evaluations, and officer or leadership reporting.
  • Relevant military experience in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources, or military recruiting.
  • Proficiency in proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues.
  • Ability to support customers and employees in resolving or escalating concerns or complaints.

About the Company

Wells Fargo

Diversified financial services: banking, lending, investments

Wells Fargo offers a broad set of financial services, including banking, mortgages, investing, credit cards, and wealth and business banking, to individuals, small businesses, and large corporations. Its products combine everyday banking with lending, investment products, and advisory services, accessible through branches, ATMs, and online or mobile platforms. The company earns mainly from interest on loans, banking fees, and commissions on investment products, supported by a large network and secure technology. Its goal is to help customers manage, preserve, and grow their money through trusted, accessible, and comprehensive financial solutions.

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

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