Personal Banker Livingston MT

Wells Fargo•Livingston, MT

6d•Onsite

About The Position

Wells Fargo is seeking an Associate Personal Banker (SAFE) for its National Branch Network within the Consumer, Small & Business Banking division. The role focuses on building customer relationships and delivering an exceptional customer experience by connecting customers with appropriate banking products, services, and digital solutions. The banker assists with basic account-opening requests, service requests, and credit applications, while learning customers’ needs and referring them to other bankers or partners when appropriate. The position involves cash-drawer maintenance, cash handling and balancing, and completing service-related tasks. It requires SAFE registration at the time of employment and compliance with the S.A.F.E. Mortgage Licensing Act and applicable Loan Originator requirements under Regulation Z. Continued employment is contingent on meeting registration, qualification, background, and ongoing regulatory requirements. The schedule may include most Saturdays. The position is not eligible for visa sponsorship.

Requirements

At least 6 months of experience interacting with customers, or equivalent demonstrated through work experience, training, military experience, or education.
SAFE registration is required at the time of employment.
Meet applicable Consumer Financial Protection Bureau Loan Originator qualification requirements, including financial responsibility, character, general financial fitness, and criminal background standards.
Meet ongoing regulatory requirements, including additional screening if necessary.
Ability to work a schedule that may include most Saturdays.

Nice To Haves

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 making introductions to additional team members as appropriate.
Experience working with 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 integrity and professionalism with customers and team members.
Relevant military experience involving military protocol and instructions, enlisted evaluations, officer or leadership reporting, personnel benefits management, 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.

Responsibilities

Build customer relationships through proactive outreach and offer appropriate products, services, and digital solutions to help customers succeed financially.
Assist customers with basic requests for opening accounts, completing service requests, and submitting credit applications.
Develop an understanding of bank products and services to connect them to customers’ needs.
Interact with customers, demonstrate care, and build relationships.
Present appropriate options for bank products and services.
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 risk, compliance, and Wells Fargo policies and procedures; escalate and remediate issues appropriately.