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Wells Fargo

Nationwide banking and financial services

Associate Personal Banker

Retail & Commercial BankingPosted on Nov 10
Full-timeBoise, ID, USANo salary listed

About the Job

Requirements

  • At least 6 months of experience interacting with customers, or equivalent experience demonstrated through work, training, military experience, or education.
  • Must complete SAFE registration at the time of employment and meet the Loan Originator qualification requirements, including applicable financial responsibility, character, general financial fitness, and criminal background standards.
  • Must comply with ongoing regulatory requirements, including additional screening if necessary.
  • Must be able to work a schedule that may include most Saturdays.

Responsibilities

  • Build customer relationships through proactive outreach and recommend appropriate products, services, and digital solutions to help customers succeed financially.
  • Assist customers with basic requests related to opening accounts, completing service requests, and submitting credit applications.
  • Develop understanding of bank products and services to connect customers with appropriate options.
  • Interact with customers, demonstrate care, and build relationships.
  • Refer customers' financial needs to other bankers and partners as needed.
  • Maintain a cash drawer and handle and balance cash; complete service-related tasks as needed.
  • Follow applicable Wells Fargo policies and procedures and fulfill risk and compliance obligations, including monitoring, identifying and escalating risks, and making sound risk decisions.

Desired Qualifications

  • Handle complex customer transactions across multiple systems.
  • Proactively engage customers through phone or email outreach.
  • Educate customers about technology and mobile banking options.
  • Offer introductions to additional team members to help customers succeed financially.
  • Work with others on a team to meet customer needs.
  • Foster and develop strong customer relationships and build relationships with internal partners.
  • Follow policies, procedures, and regulations.
  • Identify potential fraud or risky accounts and take appropriate action to prevent loss.
  • Interact with customers and team members with integrity and professionalism.
  • Relevant military experience involving military protocols and instructions, enlisted evaluations, or officer/leadership reporting.
  • Relevant military experience involving personnel benefits management, military personnel orders or transitions, wartime readiness operations, human resources, or military recruiting.
  • Proactively source, acquire, build, and maintain relationships with customers and colleagues.
  • Support customers and employees in resolving or escalating concerns or complaints.

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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