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Wells Fargo

Nationwide banking and financial services

Associate Personal Banker

Retail & Commercial BankingConfirmed live in the last 24 hours
Full-timeJuneau, AK, USA$21 - $30 /hrIn-person

About the Job

Requirements

  • At least 6 months of experience interacting with customers, or equivalent experience demonstrated through work, training, military experience, or education.
  • Maintain SAFE registration at the time of employment and meet applicable Loan Originator qualification requirements, including financial responsibility, character, financial fitness, and criminal background standards.
  • 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 new accounts, completing service requests, and submitting credit applications.
  • Receive direction from managers and exercise judgment within defined policies and procedures.
  • 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.
  • Comply with the SAFE Mortgage Licensing Act of 2008 and related regulations, including ongoing employment requirements and background investigations.
  • Maintain a cash drawer, handle and balance cash, and complete service-related tasks as needed.
  • Meet Consumer Financial Protection Bureau Loan Originator requirements and Wells Fargo policies; undergo ongoing regulatory requirements and additional screening if necessary.
  • Follow and adhere to applicable Wells Fargo policies and procedures, fulfill risk and compliance obligations, and escalate and remediate issues in a timely and effective manner.
  • Monitor, govern, identify, and escalate risks, and make sound risk decisions consistent with business-unit risk appetite and applicable programs.

Desired Qualifications

  • Customer-service focus and experience handling complex transactions across multiple systems.
  • Experience proactively engaging customers through phone or email outreach.
  • 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 customers and team members with integrity and professionalism.
  • Relevant military experience involving military protocol and instructions, enlisted evaluations, or officer and leadership reporting.
  • Relevant military experience involving 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

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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