Personal Banker Legacy Huson Valley

Wells Fargo Bank•Fishkill, NY

1d•Onsite

About The Position

Wells Fargo is seeking an Associate Personal Banker (SAFE) for their National Branch Network within the Consumer Banking and Lending division. This role involves delivering exceptional customer experience by building relationships through proactive outreach and proposing appropriate products, services, and digital solutions to help customers achieve financial success. Responsibilities include assisting customers with new account openings, service requests, and credit applications, while operating under manager direction within defined policies. The position requires developing an understanding of bank products and services to meet customer needs and referring customers to other bankers and partners as necessary. This SAFE position involves customer contact and duties that may include offering/negotiating terms or taking applications for dwelling-secured transactions, requiring compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and Loan Originator (LO) requirements under Regulation Z.

Requirements

6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations, including acceptable background investigation results
Meet the Loan Originator requirements under Regulation Z (LO)
Ability to work a schedule that may include most Saturdays
Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed
Requires SAFE registration at the time of employment, initiated by Wells Fargo
Meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies, including financial responsibility, character, general financial fitness and criminal background standards
Meet ongoing regulatory requirements including additional screening, if necessary
This position is not eligible for Visa sponsorship

Nice To Haves

Customer service focus with experience handling complex transactions across multiple systems
Experience proactively engaging with customers through outreach via phone or email
Ability to educate and connect customer to technology and share the value of mobile banking options
Ability to help customers succeed financially by offering introductions to additional team members as appropriate
Experience working with others on 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/risky accounts and take appropriate action to prevent loss
Ability to interact with integrity and professionalism with customers and team members
Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting
Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting
Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
Support customers and employees in resolving or escalating concerns or complaints

Responsibilities

Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing 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
Receive direction from managers and exercise judgement within defined policies and procedures
Develop understanding of bank products and services to connect to customers' needs
Interact with customers to demonstrate care and build relationships
Provide appropriate options for bank products and services to customer
Refer customers' financial needs to other bankers and partners as needed