Full-Time

Branch Operations Coordinator

Posted on 1/22/2025

Wells Fargo

Wells Fargo

10,001+ employees

Provides banking, mortgage, and investment services

No salary listed

Junior, Mid

No H1B Sponsorship

Cape Coral, FL, USA

Category
Commercial Banking
Risk Management
Finance & Banking
Required Skills
Customer Service
Requirements
  • 2+ years of customer service and issue resolution experience or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Responsibilities
  • Support customer experience by accurately processing and approving teller transactions, sharing digital solutions, and making appropriate introductions to bankers
  • Complete operational activities while minimizing risks under established policies
  • Perform routine to moderately complex transactional, operational, and customer support tasks efficiently through knowledge of bank procedures and products, as well as partners across the organization
  • Support the Branch manager in operational tasks and scheduling
  • Resolve issues related to daily operations of the teller line, under 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 excellent service to customers and individuals by demonstrating care, building relationships, and completing requested transactions
  • Identify information and services to meet customers financial needs
  • Motivate a diverse team to achieve full potential and meet established business objectives
Desired Qualifications
  • Ability to provide strong customer service while listening, eliciting information and comprehending customer issues
  • Ability to educate and connect customers to technology and share the value of mobile banking options
  • Ability to interact with integrity and professionalism with customers and employees
  • Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss
  • Cash handling experience
  • Well-organized, independent and able to prioritize in a fast-paced environment
  • Ability to exercise judgment, raise questions to management, and adhere to policy guidelines
  • Relevant military experience including working 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
  • Motivate others to achieve full potential and meet established business objectives

Wells Fargo provides a variety of financial services, including banking, mortgages, investments, credit cards, and personal and commercial financial solutions. The company serves individual consumers, small businesses, and large corporations, offering customized services to meet different financial needs. Its products work through a network of branches and ATMs, as well as online and mobile banking platforms, allowing customers to access their accounts and manage their finances conveniently and securely. What sets Wells Fargo apart from its competitors is its extensive range of specialized services, such as financial planning, retirement solutions, and wealth management, which cater to a diverse clientele with varying financial goals. The company's goal is to enhance customer success by continually improving its offerings and ensuring a secure and efficient banking experience.

Company Size

10,001+

Company Stage

IPO

Headquarters

San Francisco, California

Founded

1851

Simplify Jobs

Simplify's Take

What believers are saying

  • Increased focus on digital banking enhances customer experience and retention.
  • Fintech partnerships enable innovative and flexible financial products.
  • Sustainable finance initiatives attract environmentally conscious consumers and businesses.

What critics are saying

  • Increased competition in credit facilities may impact Wells Fargo's market share.
  • Pressure to offer competitive terms could affect profitability.
  • Exposure to credit risk from large facilities could lead to financial instability.

What makes Wells Fargo unique

  • Wells Fargo offers a wide range of tailored financial solutions.
  • The company leverages a robust online and mobile banking platform.
  • Wells Fargo provides specialized services like financial planning and wealth management.

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Benefits

Health Insurance

401(k) Retirement Plan

Paid Vacation

Paid Sick Leave

Parental Leave

Disability Insurance

Life Insurance

Tuition Reimbursement

Commuter Benefits

Adoption Assistance

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