Personal Banker Casper East

Wells Fargo Bank•Casper, WY

3d•Onsite

About The Position

Wells Fargo is seeking an Associate Personal Banker (SAFE) for its National Branch Network within the Consumer Banking and Lending division. The role supports customers in succeeding financially by building relationships, proactively reaching out, and connecting customers with appropriate banking products, services, and digital solutions. It includes helping with basic account openings, service requests, and credit applications, as well as referring customers to other bankers and partners when appropriate. The position involves customer contact and may include offering or negotiating terms for, or taking applications for, dwelling-secured transactions. It requires SAFE registration and compliance with applicable mortgage loan originator regulations and Wells Fargo policies. Employment is contingent on meeting required registration, background, financial responsibility, character, and other regulatory standards. 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, education, or a combination of these.
Ability to work a schedule that may include most Saturdays.
Must take and pass the required language assessment.
Must obtain SAFE registration at the time of employment and meet applicable Loan Originator qualification and ongoing regulatory requirements.
Meet applicable financial responsibility, character, general financial fitness, and criminal background standards.

Nice To Haves

Customer-service focus and experience handling complex transactions across multiple systems.
Experience proactively engaging customers by phone or email.
Ability to educate customers about technology and 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 customers and team members with integrity and professionalism.
Relevant military experience involving military protocol and instructions, enlisted evaluations, officer or leadership reporting, personnel benefits management, processing military 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 provide an exceptional customer experience.
Propose appropriate products, services, and digital solutions to help customers succeed financially.
Assist customers with basic requests related to 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 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 complete cash handling and balancing.
Complete service-related tasks as needed.
Follow applicable risk, compliance, and company policies and procedures; identify, escalate, and help remediate issues.