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Wells Fargo

Diversified financial services: banking, lending, investments

Branch Operations Coordinator

Retail & Commercial BankingConfirmed live in the last 24 hours
Full-timePacific Grove, CA, USA

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 work a schedule that may include most Saturdays.

Responsibilities

  • Accurately process and approve teller transactions, share digital solutions, and make appropriate introductions to bankers to support customer experience.
  • Complete operational activities while minimizing risk 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.
  • Help customers and employees resolve or escalate concerns and complaints.
  • Provide customer service by demonstrating care, building relationships, completing requested transactions, and identifying information and services to meet customers’ financial needs.
  • Motivate a diverse team to achieve its potential and meet established business objectives.
  • Follow applicable risk and compliance programs, policies, procedures, and obligations; monitor and escalate risks or issues and make sound risk decisions.

Desired Qualifications

  • Provide strong customer service by listening, eliciting information, and understanding customer issues.
  • Educate customers about technology and connect them to mobile banking options.
  • Interact with customers and employees with integrity and professionalism.
  • Identify potential fraud or risky accounts and take appropriate action to prevent loss.
  • Cash handling experience.
  • Stay organized, work independently, and prioritize in a fast-paced environment.
  • Exercise judgment, raise questions to management, and adhere to policy guidelines.
  • 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.
  • Motivate others to achieve their potential and meet established business objectives.

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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