Personal Banker Livingston MT

Wells Fargo Bank•Livingston, MT

4d•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 delivering an exceptional customer experience by building relationships, understanding customer needs, and connecting customers with appropriate bank products, services, and digital solutions. The banker assists with basic account openings, service requests, and credit applications, and refers customers to other bankers and partners when appropriate. This SAFE position involves customer contact and duties that may include offering or negotiating terms for, or taking applications for, dwelling-secured transactions. Employment is contingent on meeting applicable SAFE and Loan Originator registration, qualification, background, and ongoing regulatory requirements. The role also includes maintaining a cash drawer, handling and balancing cash, and completing service-related tasks as needed. The schedule may include most Saturdays. The position is located at 323 W Park St, Livingston, MT 59047, and 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, education, or a combination.
Must obtain SAFE registration at the time of employment; Wells Fargo initiates the registration process after the employment start date.
Loan Originator positions must meet Consumer Financial Protection Bureau qualification requirements and related Wells Fargo policies, including applicable financial responsibility, character, 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.
Successful candidates must meet applicable background investigation requirements.
Not eligible for visa sponsorship.

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.
Ability to help customers succeed financially by introducing them to additional team members when 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, processing personnel orders or transitions, wartime readiness operations, human resources, or military recruiting.
Proficiency 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.
Assist customers with basic requests related to opening accounts, completing service requests, and submitting credit applications.
Develop understanding of bank products and services to connect them to customer needs.
Interact with customers with care and 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 policies and procedures and meet risk, compliance, and regulatory obligations.
Escalate and remediate issues appropriately and make sound risk decisions.
Support customers and employees in resolving or escalating concerns or complaints.