Personal Banker Cortez

Wells Fargo & Company•Bradenton, FL

2d•Onsite

About The Position

Wells Fargo is hiring an Associate Personal Banker (SAFE) for its National Branch Network within the Consumer Banking and Lending division. The role focuses on delivering an exceptional customer experience by building relationships, understanding customer needs, and connecting customers with appropriate bank products, services, and digital solutions. The position includes assisting with basic account-opening requests, service requests, and credit applications, as well as referring customers to other bankers and partners when appropriate. This is a SAFE position with customer contact and duties that may include offering or negotiating terms for, or taking applications for, dwelling-secured transactions. Employment is contingent on compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and related regulations, acceptable background investigation results, and meeting Loan Originator requirements under Regulation Z. Wells Fargo initiates SAFE registration after the employment start date. Ongoing regulatory screening may also apply. The role 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.
Ability to work a schedule that may include most Saturdays.
Must obtain SAFE registration at the time of employment and meet applicable Loan Originator qualification and ongoing regulatory requirements, including financial responsibility, character, financial fitness, and criminal background standards.
Successful candidates must meet background investigation and ongoing screening requirements.

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 the value of mobile banking options.
Ability to help customers succeed financially by introducing them 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 customers and team members with integrity and professionalism.
Relevant military experience, including working with military protocol and instructions, enlisted evaluations, officer or leadership reporting, personnel benefits management, processing 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 propose 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.
Develop understanding of bank products and services to connect them to customers' needs.
Interact with customers to demonstrate care and build relationships.
Provide 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 programs, Wells Fargo policies, procedures, and regulatory compliance requirements; escalate and remediate issues appropriately.