Associate Personal Banker (SAFE)
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About The Position
Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. In this role, you will participate in the delivery of exceptional customer experiences by building relationships through proactive outreach. You will propose appropriate products, services, and digital solutions to help customers succeed financially. This position is not just about transactions; it’s about understanding customer needs and providing tailored solutions that enhance their financial well-being. As an Associate Personal Banker, you will assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications. You will receive direction from managers and exercise judgment within defined policies and procedures. Developing a deep understanding of bank products and services is crucial, as this knowledge will enable you to connect with customers' needs effectively. You will interact with customers to demonstrate care and build lasting relationships, ensuring they feel valued and understood. Additionally, you will provide appropriate options for bank products and services to customers and refer their financial needs to other bankers and partners as necessary. This SAFE position involves customer contact and job duties that may include offering or negotiating terms and/or taking applications for dwelling secured transactions. Therefore, compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations is required. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position must also meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations.
